Bryce Larson Email & Phone Number

Santa Monica, Ca, Us

Santa Monica, Ca, Us

Santa Clara, Ca, Us

Valley Forge, Pa, Us

Relationship Management – Maintained relationships with subcontractors, vendors, and other business partners by coordinating various aspects of business operations in order to facilitate successful project management. Process Improvement - Created and implemented new filing system that required less than 50% of previous time necessary to find documents relating to subcontractor relations, regulatory, accounting, budgeting, as well as legal aspects of the business.

Portfolio Performance Reporting - Calculated absolute and time-weighted returns for nearly 20 years of portfolio performance data to yield average historical returns and help gauge portfolio volatility. Cost Basis Calculation - Computed cost basis prices for all securities in portfolio to assist in determining tax liability as well as overall profit/loss for each individual security.

St. Louis, Missouri, Us

Mean-Variance Optimization - Communicated with Portfolio Strategy & Research Department in order to ascertain how mean-variance optimization is applied in the construction of portfolios with the objective of achieving an optimal risk-adjusted return profile.Project Management - Assisted conversion team in facilitating the transfer of new client accounts. Developed and updated Excel spreadsheets for tracking open action items and their respective timelines, reviewing client asset allocation models, as well as assisting with the production of conversion team information material.

New York, Ny, Us

Portfolio Management - Obtained knowledge from Advisors with over 25 years of industry experience about determining asset allocation, equity and fixed income security selection in addition to how to manage risk through diversification in order to satisfy client risk/return investment objectives.Portfolio Rebalancing & Order Entry - Rebalanced existing portfolios to meet target allocations and entered security specific trades under supervision of Advisor.Investment Proposal Creation - Assembled investment proposals for clients that included target asset allocation, client risk and return objectives, and recommended securities.

Property Value Research – Performed property value research that assisted the President in preparing property tax appeals for clients by locating properties to be used in a sales comparison valuation approach. This helped contribute to the firm’s 80% property tax appeal success rate. Data Entry – Entered data relating to the firm’s historical and upcoming property tax appeal cases, billing schedules, and the County Assessor Office’s most recent client property valuations.

Business Administration/Finance, Finance

High School Diploma