Play a critical role in helping to promote the brand awareness strategy by creating bespoke content tailored for media and sales collateral. Uncover relevant, marketable insights via data analysis. Areas of coverage include the streaming space, consumer, tech and online real estate. Strong writing, analytical thinking, communication and project management skills required.

Financial modeling, forecasting, budgeting, and strategic planning for the endowments and foundations business.• Performed quantitative analysis using revenue, profitability, operating and staffing models helping senior leadership manage budget targets and achieve financial goals.• Delivered FP&A month-end reporting 100% on time, with high accuracy and very low variance versus forecast.• Managed the migration to a new firm-wide accounts payable system (iProcurement) becoming a key resource for training for our team and the broader organization.• Enhanced reporting mechanisms and controlled reporting processes.• Managed the monthly loading of assets under management for use in calculating asset-based revenue and subadvisor fees.

Build client relationships to expand sales for a small business.

Provided analytical support to portfolio managers, analysts and the client portfolio manager while managing the reporting infrastructure for the team and contributing to the research process. Answered client inquiries and fulfilled client requests for portfolio data and characteristics. Wrote monthly/quarterly capability strategy reports and interpreted client guidelines that provided clarity to portfolio managers for trading.Client Service• Revamped the client onboarding process which mitigated risks and prevented potential operational issues.• Developed performance attributions and risk analyses that were used in presentation books and client reports.• Managed the reporting infrastructure for the team and streamlined processes, reducing turnaround time.Analyses and Presentations• Analyzed financial statements, resulting in cash flow and earnings forecasts that were used in investment decisions.• Gave company and industry presentations to portfolio managers, explained financial models and articulated revenue drivers, growth catalysts and potential market penetration resulting in alpha generation for the fund.• Conducted fundamental, bottom-up analysis on twelve names in the consumer discretionary sector with special focus on the cable/telecom and media industries. Met or exceeded price targets.Workflow Improvement• Automated reporting using Factset’s Portfolio Batcher and Excel; decreased run time by 80%.• Wrote Excel VBA macros for generating custom client reports, reducing time spent by 90%.• Reduced costs by ~$100K annually by leveraging automation to decrease the number of technology vendors used.• Formed relationships with portfolio managers, sell side analysts and sales resulting in better communication and coverage of the cable/telecom space for the team.• Mitigated risk by consolidating investment guidelines for all clients into one source, allowing investment teams to quickly identify the most restrictive guideline per category.

Generated performance, characteristics, and sector and industry weightings for selected funds using Barra software. Analyzed 10-Q’s to calculate normalized earnings to be used in the trading model.