Alaynè Marie Sampson, Ctp Email and Phone Number
Alaynè Marie Sampson, Ctp work email
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Alaynè Marie Sampson, Ctp personal email
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Alaynè Marie Sampson, Ctp is a Senior Portfolio Strategist at Chandler Asset Management, Inc.. She possess expertise in business analysis, analysis, project management, requirements analysis, business process and 39 more skills. She is proficient in Spanish. Colleagues describe her as "Alayne is an effective Project Manager in both business & system implementation projects. She demonstrates key project management skills that are integral to successfully keeping her projects on track. Alayne is highly organized and detail oriented. She maintains a very detailed project plan and works closely with her team to keep the project on track. Many a time, she was the go-to person when project team members couldn't recall how a conclusion was reached or who made a decision to pursue a course of action. Alayne was able to locate the answers in most cases via emails or meeting notes. Her cataloging system is amazing. Alayne is an effective communicator and facilitator. Her communication is straight-forward and easy to understand. She understands who her audience is and adjusts the communication accordingly. She checks for understanding with her project team and ensures that they know what’s expected of them. She seeks ways to assist them if they encounter challenges. She’s able to distinguish who needs to know what and when. Alayne asks the right questions to facilitate a discussion and get the team closer to a conclusion. She is both a technical and business resource to her project teams. Her experience in systems implementations, business transformations, and continuous improvement projects has widened her network of associates within the company. She is able to fill gaps of knowledge on a project as a result. She is proactive in reaching out to her network to find answers or to help develop recommendations, further enabling progress. Bottom line: Alayne gets the job done as Project Manager.", "Alayne is a talented and focused project manager who is able to keep her team motivated and on track. Her expert Visio skills, thought leadership and systems thinking are extremely handy when trying to make sense of a long-winded brain-storming session or struggling to establish consensus. Alayne is very efficient and, given her breath of exposure at Capital, effectively leverages her network to get projects moving in the right direction. Alayne has a real talent for parsing through the dialogue and getting at what associates are really saying.", and "Alayne builds very strong professional relationships and is an excellent team player, both of which enable her to be all the more effective. She is able to leverage her network effectively to get projects kick started, and more often than not, will be able to identify the right people to work on an initiative right from the outset. Alayne is great to work alongside, has a very strong work ethic and an excellent sense of humour! In short, she would be a strong asset on any team."
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Senior Portfolio StrategistChandler Asset Management, Inc. Apr 2022 - PresentSan Diego, California, Us -
Senior Short Term Fixed Income Investment AnalystCapital Group Apr 2018 - Apr 2022
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Summer Mba Equity Investment AnalystCapital Group Jun 2021 - Aug 2021Equity investment analysis of U.S. IT Services Value Added Resellers.
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Money Markets AnalystCapital Group May 2015 - Mar 2018* Fundamental investment analysis of high-quality, fixed income Canadian sovereign and provinces, autos, consumer products, pharmaceuticals, REITs, mining, integrated oil majors, industrials, and municipal water and sewer issuers for a $135 billion cash portfolio.* Counterparty risk analysis focused on LatAm, Spanish, and US brokers.
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Business Project ManagerCapital Group Nov 2010 - Apr 2015Responsibilities included:* Coordinating cross-department requirements solicitation, impact analysis, and project plan for a 3-year $30 million Security Asset Master replacement project.* Co-Project manager to transform the operating model for the Investment Management Middle Office (Reference Data, Corporate Actions, Trade Processing and Settlement, and Valuation and Pricing).* Took initiative to design project management training module and taught 75 Investment Operations associates, across 5 global offices, on project management techniques and tools to enhance associates’ ability to self-deliver their work products.* Project lead for the launch of a new derivatives product, including managing cross-department risks and controls, managing project timeline for operations departments, coordinating enterprise training on the industry best practices for derivatives.* Project lead for Continuous Improvement pilot of lean thinking methodology in Investment Operations.
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Global Rotation Associate (Tap Associate)Capital Group Sep 2007 - Nov 2010A rotational program that provides a breadth of experience within the Capital Group Companies. Assignments included: Equity Research Analyst, June 2010 – November 2010* Researched business and industry dynamics of US-based office supply companies, by conducting SWOT analysis of 3 business, identified key market trends by proactively engaging brokers, industry experts, C-suite executives, and investor relations teams. Fixed Income, Money Market Trader and Analyst, Oct 2009 – Apr 2010* Member of 3-person trading team responsible for investing $85B in short-term securities to ensure daily liquidity of our funds, during the Great Financial Crisis. * Research commercial paper issuers to recommend eligibility for fund purchase. Portfolio Control, Compliance Rule Analyst, Aug 2009 – Oct2009* Improve rule-coding processes for asset allocation in high net worth accounts. * Conduct client guidelines audit of accounts for accuracy and completeness.PCS Operations, Business Analyst, Nov 2008 – Feb 2009* Recommended strategy to increase usage of PCS website for existing, direct clients. * Explored the market landscape for developing a donor advised fund product.American Funds Service, Strategic Initiatives, Jun 2008 – Oct 2008* Defined a methodology for analyzing service needs of adviser networks. * Identified common service attributes of American Funds adviser base.Fixed Income, Leveraged Loan Analyst, Jan 2008 – May 2008* Documented requirements for a loan workflow tool, to streamline cross-team communication and maintenance of loan documents among analysts, legal, traders, operations & accounting teams.* Designed Trading Resource Guide to highlight negotiation points for trading in the high yield loan market.CGTC Marketing, New Business Team, Sept 2007 – Jan 2008* Worked with RMs to increase institutional client base by developing case studies on potential clients.
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Senior Business Systems AnalystCapital Group Feb 2002 - Aug 2007Responsibilities have included gathering requirements; systems analysis; testing; liaising with users in multiple CG business units; project planning; and training on three different application teams. ** As Cross-Team Functional Lead for multi-system software enhancement, automated checking of market capitalization compliance requirements, which resulted in increased order efficiency, increased order accuracy, and reduced risk of client guideline breaches. ** As COPS Process Lead, collaborated with IT team members and users to streamline requirements gathering approach, meet compliance guidelines, and increase requirements solicitation consistency. ** Volunteered to define and facilitate a training program for new team members on OPAC, and its role in Investment Systems, tools and processes as well as Capital’s multiple-manager investment philosophy.** As the on-site function SME for the initial OPAC production implementation, established a global connection between OPAC IT and London Portfolio Control.** Defined detailed business processing test scenarios to encourage PIM Portfolio Control during the conversion of the accounting function from SEI to State Street Bank.
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Tax PreparerH&R Block Dec 2005 - Apr 2007Kansas City, Mo, UsResponsibilities included preparing income tax returns for individuals and sole proprietorships. ** Analyzed clients’ current and prior year financials to minimize tax burden based on tax laws. ** Augmented client experience by tailoring tax strategy advice for future years based on the client’s financial goals, lifestyle, and estimated future tax burden. -
Process/Technology AnalystAccenture Jan 2000 - Jan 2001Dublin 2, IeResponsibilities included analyzing business requirements and collaborating with team members to implement technology that increased client work efficiency and profitability. ** Orchestrated translation effort of a web globalization project, in collaboration with international marketing executives, to underscore the corporate brand while balancing localized content delivery.** Deployed a global website ahead of schedule, by developing testing procedures to meet client specifications, allowing client to showcase the product at CEBIT for market buy-in. -
College Relations/D&I Hr InternSaic Jun 1999 - Jan 2000Reston, Va, UsResponsibilities included coordinating summer events, participating in regional recruiting conferences and seminars, and scheduling corporate outreach events. Created and implemented customized database for internal contacts and community events, resulting in reduced labor costs and increased communication efficiency.
Alaynè Marie Sampson, Ctp Skills
Alaynè Marie Sampson, Ctp Education Details
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Cornell UniversityBachelor Of Arts (B.A.) -
Coastline CollegeAccounting 112 -
University Of California, IrvineFinancial Planning And Services
Frequently Asked Questions about Alaynè Marie Sampson, Ctp
What company does Alaynè Marie Sampson, Ctp work for?
Alaynè Marie Sampson, Ctp works for Chandler Asset Management, Inc.
What is Alaynè Marie Sampson, Ctp's role at the current company?
Alaynè Marie Sampson, Ctp's current role is Senior Portfolio Strategist.
What is Alaynè Marie Sampson, Ctp's email address?
Alaynè Marie Sampson, Ctp's email address is al****@****oup.com
What schools did Alaynè Marie Sampson, Ctp attend?
Alaynè Marie Sampson, Ctp attended Cornell University, Coastline College, University Of California, Irvine.
What are some of Alaynè Marie Sampson, Ctp's interests?
Alaynè Marie Sampson, Ctp has interest in Professional Networking, International Travel, Children, Education, Poverty Alleviation, Investment Ideas.
What skills is Alaynè Marie Sampson, Ctp known for?
Alaynè Marie Sampson, Ctp has skills like Business Analysis, Analysis, Project Management, Requirements Analysis, Business Process, Visio, Process Improvement, Portfolio Management, Requirements Gathering, Management, Investment Management, Mutual Funds.
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