Alexander Wilkinson, Cfa, Caia Email & Phone Number

Windham, Nh, Us

Boston, Massachusetts

Greater Boston Area

Greater Boston Area

Analyzed and redesigned seed capital hedging process.Analyze security level factor attribution and risk analytics on 50 billion dollar Multi Asset Fund of Fund platform.Use Barclays POINT to aggregate data used in the management of Convertible and Multi Asset Class portfolios.Equitize cash positions for approximately $10 billion in AUM, rebalancing the futures and ETF positions through out the day as needed.Research all M&A activity within our universe and suggest actions that we should take within the portfolios. Use Excel, VBA, R and SQL to develop tools that are used in the portfolio optimization and rebalancing process, daily data validation, corporate action tracking, and reporting. Research and present potential trades to the portfolio managers.Create and track sin restriction lists using Bloomberg and Factset data.Point person for monitoring compliance and primary contact for potential compliance issues.

Tracked all cash flows for Columbia Managements Quantitative and Index portfolios and appraised the portfolio managers of which accounts they needed to trade in. Produced, analyzed and summarized attribution reports for the portfolio managers.Calculated statistics such as portfolio turnover, standard deviation and information ratio.Primary contact with Relationship Managers for our SMAs.Reviewed, analyzed and voted on all proxies for our accounts. Reviewed and advised on all corporate actions for the accounts.

Provided quantitative analysis for inclusion in management reports, board reports and sales & marketing literatureReviewed the accuracy of performance and statistical data produced for internal and external users through quantitative analysis of proprietary data, monitoring and reconciling to 3rd party generated dataPrepared and reviewed on a daily, weekly, monthly basis standard and ad-hoc performance reports used by investment management, sales & marketing, and shareholder services departments Assisted in the preparation and distribution of monthly portfolio diversification and statistical data for inclusion in sales & marketing publications, website, shareholder reports and internal reportsEnhanced and automated manual processes using VBA programming macros

Wrote research initiation report on Mid Cap Software company that included revenue and EPS projections, valuation, and a summary of the firmCreated financial models for 5 software companies using SEC filings, press releases, company conference calls, and other researchBuilt crop model to forecast the price of corn, soybeans, wheat, and cottonResearched supply and demand for ethanol as well as its short and long term viability Attended and participated in management meetings