Financial Analyst

• Jan 2022 - Present

Financial Analyst

• Aug 2019 - Jan 2022

Financial Advisor

• Jan 2010 - 2022

Financial Planning and Investment Management Financial Planning and Investment Management

Investment Associate

• Oct 2003 - Dec 2008

• Client manager for 200+ accounts, performing asset allocation, all on-going client communication, account set-up and maintenance. • Managed FM Worldwide Opportunities Fund LP including security selection, back testing and daily performance calculation. • Key member of the investment committee, which reviewed and decided on new alternative, fixed income, equity and mutual fund investments for client portfolios. • Reviewed prospective client material and designed presentations to discuss assets and recommend investment strategy. • Researched, analyzed and maintained database of mutual funds for client investment. • Recommended, selected and managed mutual fund portfolios for clients including 401k plans, annuities and retirement accounts. • Filled a critical need in serving as a performance analyst for the firm, conducting any special performance calculations, hypothetical simulations and customized reporting. • Reviewed quality control reports to ensure accuracy of performance calculations throughout the firm. Show less

Senior Performance Analyst

• Oct 2000 - Oct 2003

• Calculated and analyzed investment performance for all accounts and products within the firm. • Set up and maintained composites and databases. • Conducted quantitative analysis of discrepancies between portfolios and benchmarks. • Calculated performance statistics such as alpha, beta, R2, tracking error and information ratio. • Attribution analysis for country, sector and security levels. • Worked with Sales and Marketing Departments to construct performance presentations. • Comprehensive knowledge and understanding of GIPS – Performance Presentation Standards. • Helped bring firm into GIPS compliance. • Trained and supervised new employees. Show less

Defined Contribution Specialist

• Jan 1998 - Oct 2000

• Manage trading, portfolio management and cashflows for 230+ defined contribution plans valued over $708 million. • Execute quality controls and work with portfolio managers for eight collective investment funds. • Supervise and train new employees. • Handle account openings, closing and internal conversions. • Initiate and institute enhancements to existing operational procedures. • Maintain ongoing service to clients, banks, and third party administrators • Manage trading, portfolio management and cashflows for 230+ defined contribution plans valued over $708 million. • Execute quality controls and work with portfolio managers for eight collective investment funds. • Supervise and train new employees. • Handle account openings, closing and internal conversions. • Initiate and institute enhancements to existing operational procedures. • Maintain ongoing service to clients, banks, and third party administrators