Experience

Payden & Rygel

• United States
• Investment Management
• 100 - 200 Employee

• Emerging Markets Portfolio Analyst

  • Aug 2021 - Present



Chilton Trust

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio/Credit Analyst

  • Jan 2020 - Aug 2021



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Portfolio Analyst, Fixed Income & Alternatives

  • Jun 2018 - Jan 2020

  As an analyst in Aberdeen’s Rotational program I was able to gain experience in both fixed income and alternatives: Fixed Income, Investment Grade: o Allocate trades and appropriate hedges across portfolios in adherence with trade allocation methodology and portfolio targets o Build Excel models to illustrate market trends using Bloomberg data o Cash Management (USD & FX) o Create and maintain the daily production process for security and portfolio analytics o Conduct scenario analysis in PORT + Alternative Investments (Hedge Funds) o Performed quantitative analysis and created portfolio statistics for equity long short, credit, discretionary macro, and event driven hedge fund strategies o Built out the team’s new risk model o Attended manager meetings and assisted the team with manager notes and due diligence Show less



abrdn

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Analyst, Fixed Income

  • May 2017 - Aug 2017

  •Conducted global macroeconomic research relating to emerging markets, currencies, and high grade bonds to support the team’s top down investment strategy •Performed daily processes to ensure trades and cash flows agreed with modeled expectations •Conducted global macroeconomic research relating to emerging markets, currencies, and high grade bonds to support the team’s top down investment strategy •Performed daily processes to ensure trades and cash flows agreed with modeled expectations



Capital Group

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst, Business Development

  • May 2016 - Aug 2016

  • Developed research and analytical tools to establish benchmarks and improve efficiencies of mutual fund transactions within financial intermediary channels • Discovered a cost saving opportunity for Capital Group with estimated $1M annual savings • Provided recommendations for improvement • Developed research and analytical tools to establish benchmarks and improve efficiencies of mutual fund transactions within financial intermediary channels • Discovered a cost saving opportunity for Capital Group with estimated $1M annual savings • Provided recommendations for improvement



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst, Wealth Management

  • Jun 2015 - Aug 2015

  • Worked as part of wealth management team as they redesigned their current portfolio • Performed trending analysis of historical market data and created the associated marketing materials used in client presentations • Worked as part of wealth management team as they redesigned their current portfolio • Performed trending analysis of historical market data and created the associated marketing materials used in client presentations