Fund Operations Analyst

• Mar 2022 - Present

Analyst - Global Markets Division

• Oct 2021 - Mar 2022

Intern - Junior Analyst

• Sep 2020 - Dec 2020

- Led a team of six individuals and organized efforts to provide results in a timely manner. - Demonstrated attention to detail by validating large data sets and converting it into actionable insights. - Collected and analyzed data resulting in an investment recommendation in the national energy sector. - Led a team of six individuals and organized efforts to provide results in a timely manner. - Demonstrated attention to detail by validating large data sets and converting it into actionable insights. - Collected and analyzed data resulting in an investment recommendation in the national energy sector.

Proctor

• Mar 2018 - Aug 2020

- Maintained confidentiality and integrity by enforcing the rules of the testing center. - Supervised and assisted new employees guaranteeing quality service and accurateness. - Collaborated with team members to achieve project’s expectations and developed solutions in a timely manner. - Maintained confidentiality and integrity by enforcing the rules of the testing center. - Supervised and assisted new employees guaranteeing quality service and accurateness. - Collaborated with team members to achieve project’s expectations and developed solutions in a timely manner.

Investment Society – Senior Analyst and Equity Research

• Jan 2018 - Apr 2020

- Led a team in a research market conditions to make recommendations on a $5M portfolio allocation. - Determined the risk of investment in foreign countries by applying macro-economic research. - Automated research processes using excel resulting in a 85% reduced time task. - Led a team in a research market conditions to make recommendations on a $5M portfolio allocation. - Determined the risk of investment in foreign countries by applying macro-economic research. - Automated research processes using excel resulting in a 85% reduced time task.

Senior Advisor

• Apr 2019 - Mar 2020

- Led team in financial planning research focused on retirement, investments, budget, and desired goals. - Delivered financial advice to clients, proposing plans to achieve short and long-term objectives. - Conducted investment plans to create portfolios that met client’s necessities according to risk tolerance. - Led team in financial planning research focused on retirement, investments, budget, and desired goals. - Delivered financial advice to clients, proposing plans to achieve short and long-term objectives. - Conducted investment plans to create portfolios that met client’s necessities according to risk tolerance.

Pathway Support Center Specialist

• Jun 2018 - Dec 2018

- Demonstrated optimal customer service by keeping a quality assurance above 95%. - Developed attention to detail skills by providing accurate information in situations with high demand. - Trained new employees to ensure accurate information and increase customer satisfaction. - Demonstrated optimal customer service by keeping a quality assurance above 95%. - Developed attention to detail skills by providing accurate information in situations with high demand. - Trained new employees to ensure accurate information and increase customer satisfaction.