Ananya Pierce, Cfa Email & Phone Number

- Responsible for the oversight and management of multi-asset portfolios and implement our investment philosophy across all our investment solutions- Interact and collaborate closely with several departments including Account Officers, Operations, and external researchers and venders to ensure a superior investment efficiency - Ensure that Eastern Bank’s portfolios deliver consistent and efficient exposure to the higher expected returns with limited risks by implementing a daily and systematic portfolio management process- Conduct fund manager research and ongoing due diligence by combining qualitative and quantitative analysis to evaluate the manager’s skills and identify key performance drivers and potential risks

- Instrumental to the transition of legacy assets transferred from Century Bank- Collaborate with associates to oversee $3 billion in client assets under management by constructing portfolios based on economic data, fundamentals, and quantitative analysis- Perform portfolio reviews, such as attribution analysis, style drift, and peer comparison to consistently and efficiently deliver the equity exposures to achieve higher expected returns- Create quarterly investment commentaries distributed to clients

- Assisted the CIO in managing over $250 million in assets- Analyzed mutual funds, ETFs, and individual stocks- Created asset allocations, investment models, and benchmark- Generated performance reports and performed regulatory reviews- Executed account maintenance (e.g., trading, recording investment changes, opening accounts, and updating client profiles)

Boston, Massachusetts

- Build a rapport with clients and acquire new relationships- Help clients resolve any issues they have with their accounts and manage their accounts to improve their financial situations- Perform administrative work related to account opening/closing, account maintenance, and loan processes

Boston, Massachusetts

- Supervised all aspects of the teller line, maintain cash supply for the branch and ATM, ensure teller accuracy, assist tellers with more complex customer transactions - Ensured the integrity of teller line security and adherence to cash drawer limits- Monitored and ensured compliance with federal and state laws and regulations - Assisted a branch manager in completing branch and self-monitoring reports on a monthly basis

Boston, Massachusetts

- Participated and supported the internal branch sales initiatives and goals - Effectively provided a variety of customer service and assistance functions - Maintained and balanced own cash drawer daily

Greater Boston Area

- Control cash amount for the branch and 2 ATMs through weekly forecast- Ensure all interim records are kept regarding to the bank policies for the audit- Attended a banker 101 training program conducted by Citizens Bank for the purpose of providing outstanding customer service and to help individuals achieve financial goals

Wellesley Hills, Ma

- Joined on initial 5-member team of online shopping site to create a start-up plan- Developed pitch-books, information memorandums and Industry analysis reports- Led marketing and sale initiative including designing the brochure, signage, as well as undertaking customer interaction

Samutprakan, Thailand

- Expedited decision making regarding production units and product models through management of sale forecast reports- Provided reports summarizing sales and cost of sales to support business strategy and corporate initiatives

Bangkok, Thailand

- Expedited profitable growth for customer portfolios through identification of optimal financial plan- Successfully provided in-depth equity analyses to customers- Consistently reviewed financial periodicals, business publications, earning release materials, and other materials to keep abreast of trends affecting market conditions and develop financial plans

Ms Of Project Management, Financial Services And Institutions, 3.26

Bachelor Of Arts In Political Science, Political Administration

Bachelor Of Arts In Economics, International Economics

Activities and Societies: Head of Bridge club, membership in Rotary club- Completed a project researching the effects of GMOs on Thai.

Education record