Release Analyst

• Jun 2022 - Present

Disclosure Specialist

• Oct 2020 - May 2022

Financial Analyst

• Jul 2016 - Nov 2018

CRM Specialist

• Jul 2015 - Jun 2016

Financial Research Analyst

• Sep 2012 - Dec 2014

Financial Market Research Analysis on Strategic Developments , Product Launches, Key Players etc. Both Qualitative and Quantitative Research Methodological. Building and maintaining a corporate financial model that details the entire company’s operations and projects future performance. Developing and refining models and reporting. Responsible for preparing the organization’s rolling forecast, long range financial plans, cost accounting, strategic analysis, market analysis, statistical reporting, and other analyses . Preparing and monitoring working capital and cash flow. Analyzing monthly financial reporting results. Worked with stakeholders to explain variances; identifies trends; Providing information to management by crafting and summarizing data, preparing reports, making presentations of findings, analyses, and recommendations.

Portfolio Analyst

• Mar 2012 - Sep 2012

Asset Management, real estate accounting, product management, FP&A and Data Analytics. Includes supporting on property level system implementation, data validation, property level testing, financial rollover, obtaining audit confirmations, bank statements downloading, bank reconciliations, foreign exchange currency rates generation, support FX translations, real estate accounting, data uploading to various management information and reporting systems, book closing and reporting. Asset Management, real estate accounting, product management, FP&A and Data Analytics. Includes supporting on property level system implementation, data validation, property level testing, financial rollover, obtaining audit confirmations, bank statements downloading, bank reconciliations, foreign exchange currency rates generation, support FX translations, real estate accounting, data uploading to various management information and reporting systems, book closing and reporting.

Process Specialist

• Feb 2010 - Mar 2012

PRDG - Product Reference Data Base Group Team. Wealth Management US Operations Part of business that provides integrated solutions in advisory, equity, debt and leveraged capital markets for SPAC and other Permanent Capital clients. Involved in and contribute to providing IPO advisory services as well as merger and acquisition advice and execution in the fast-growing and dynamic SPAC market. Global Banking division providing coverage, advisory and capital markets solutions for SPACs and other Permanent Capital clients. As a part of the Permanent Capital Solutions group within Equity Capital Markets and of the SPAC capital formation and merger process, and work closely with bankers to deliver comprehensive advice and deal execution for a wide variety of clients. • process subscription/redemption requests for the UBS Collective and Relationship funds with the Transfer Agent • post flows and fund trades to the accounting system • notify Portfolio Managers of contribution/redemption requests in an accurate and timely manner • provide the Short Duration Portfolio Managers with the end of day cash balance for short duration mandated accounts • monitor the investment strategy of assigned multi-class accounts and recommend allocations based on the set strategy • execute fund trade instructions, maintain and update accounting records and where necessary instruct cash payments • monitor hedged share class spreadsheet in order to manage cash balances and instruct FX requests • support Product Development in the launching UBS Global AM (Asset Management) Pooled Funds, including close co-ordination with the Fund Accountants. • liaise extensively with internal departments, other UBS offices and custodians • ensure assigned investment portfolios adhere to the prescribed investment strategy in the Asset Rebalancing process, cash balance reconciliation • support Portfolio Managers of short duration mandates, hedged share class fund maintenance and currency FX requests.