Alexander Meleis, Cfa Email & Phone Number

Orlando, Fl, Us

Lake Mary, Florida, United States

Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.Discuss both economic and client portfolio topics. Conduct introductory and ongoing review calls, build the client relationship and rapport, discuss the relevant economic outlook and the applicability to the client’s portfolio and goals.Manage a Book of business providing: analyses/activities on the total book of business, segments of the book, and client portfolios. Monitor client portfolios for deviations from specified strategy or to provide investment recommendations. Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations.Buy and sell securities to implement asset allocations for client portfolios, based on client’s investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations. Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm.

Orlando, Florida, United States

Produced and continually worked to automate PNC’s approved investment platform reporting, using different system such as excel, Morningstar, Factset, SQL, and Python. Acted as a resource for PNC’s Private Bank and Institutional investment advisors, providing them with the tools to best serve their clients. Created client approved materials to demonstrate PNC’s investment platform’s competitiveness. Gave monthly presentations on internal alternative investment flows and analytics around PNC's alternatives offering. Created data models to pull insights from PNC’s internal databases.

Philadelphia, Pennsylvania, United States

Supported the international equity team members to ensure that appropriate investment managers are reviewed and selected for the platform. Under limited direction, performed analysis, due diligence research, monitoring, and analytical activities for the international equity managers. Participated in manager interviews and actively learned and incorporated due diligence processes and portfolio analyses into daily activities. Gathered information and independently generated reports.Supported domestic equity team members to ensure that appropriate investment managers are reviewed and selected for the platform. Performed analysis, due diligence research, monitoring, and analytical activities for domestic equities. Participated in manager interviews and actively incorporated due diligence processes and portfolio analyses into daily activities. Gathered information and independently generated reports, ensuring that appropriate investment managers are reviewed, selected for the platform and portfolios are monitored. Assisted domestic equity analysts in introducing new investment managers onto the platform and into portfolios by providing a robust analysis surrounding the fit of a sector or manager within an overall asset allocation framework.

Pittsburgh, Pennsylvania, United States

Investment Manager and Portfolio Research Associate (Sep 2018 - Mar 2019) I worked in the Investment Advisor Research Department at PNC on the International Equities team. This department is responsible for monitoring, adding, and removing different mutual funds, ETFs, and alternatives investments from the PNC platform. It was a wonderful experience to interact not only with PNC Investment Advisors, answering questions related to the different products the platform contains, but also speaking with the different fund managers. My position entailed staying current on global macro news as well as specific companies the funds the International Equity team covers are investing in.Responsible Investing Analyst (Nov 2017- Aug 2018)An impactful area of PNC where I had the opportunity to work and learn more about is with the Responsible Investing Team. I reported directly to the Head of Responsible Investing at PNC. PNC believes that delivering Responsible Investing strategies is vital to serving our clients. I worked on various assignment such as providing feedback of Environmental, Social and Governance (ESG) research, pulling Morningstar sustainability ratings for client portfolios, creating PowerPoint decks of different ESG reports, as well as analyzing different ESG reports to develop strategies to maximize client portfolio returns through strategic ESG fund allocation.Wealth Management Analyst (Feb 2017 - Aug 2018)As a Wealth Management Associate, I worked with a PNC Wealth Management team to apply knowledge of banking & investment products and services to meet high net worth client needs and enable them to achieve their financial goals. I worked with the New Jersey Wealth Management team. Throughout my rotation I monitored several books of business and spoke with different clients in regards to opportunities for lending and investing.

Orlando, Florida Area

As a Finance student at The University of Central Florida (UCF) I worked in the UCF Financial Trading Lab. UCF has 11 Bloomberg Terminals in the Finance Trading Lab which is located on the first floor of the Business Administration Building. Bloomberg Essentials terminals are available to provide UCF students with an introduction to the Bloomberg Professional Service. Assist students with setting up their Bloomberg accounts and aiding in any questions about the different functionality of the terminal. Compiled a manual with instructions of the most used and popular functions performed by financial professionals to help students become more comfortable using the terminals.

Orlando, Florida, United States

Engaged with clients as they entered the branch. Helped clients with everyday transactions such as depositing or cashing checks, reordering a debit card, or helping update their address. Taught clients how to use self-service options. Helped customers learn how to complete their banking needs with self-service options, including the Chase Mobile App, Chase.com, and ATMs with expert knowledge in our self-service and digital platforms.

Mba Candidate, Business Administration And Management, General

Bachelor Of Science In Business Administration, Finance

Bachelor Of Science - Bs, Health Sciences

Education record

The Transcedental Meditation Program

The Transcendental Meditation Program: Developing the Total Potential of the Human Brain The Transcendental Meditation technique is.

Financial Modeling Boot Camp & Self Study Courses

Activities and Societies: DCF Modeling, Financial Statement Modeling, Merger & Acquisition Modeling, Excel VBA, Analyzing Financial.