Bria Sladden Email & Phone Number

Falls Church, Va, Us

*Collaborate as a part of an investment team to analyze and opine on portfolio allocation, diversification, and risk for 15 endowment and foundation portfolios with assets ranging from $40 million to $1.5 billion*Communicate weekly with CIOs, COOs, and Executive Directors for discretionary, advisory, and staff extension clients* Maintain custom quantitative models to assess client performance, rebalancing impact, exposure, spending, and liquidity in various market… Show more *Collaborate as a part of an investment team to analyze and opine on portfolio allocation, diversification, and risk for 15 endowment and foundation portfolios with assets ranging from $40 million to $1.5 billion*Communicate weekly with CIOs, COOs, and Executive Directors for discretionary, advisory, and staff extension clients* Maintain custom quantitative models to assess client performance, rebalancing impact, exposure, spending, and liquidity in various market environments*Partner with Investment Directors to storyboard and develop client materials while considering each client’s unique risk and return objectives*Present quarterly to a local investment committee on topics ranging from but not limited to portfolio performance, diversity equity inclusion investing, benchmark and cash flow recommendations, and divestment*Improve and standardize qualitative and quantitative exhibits to increase efficiency for total portfolio analysis and move toward practice area and firm wide goals*Train three new team members and outline expectations on all job responsibilities, team and firm and processes, client intricacies, analytical modeling, and proprietary systems*Serve as a team lead, mentor, and advocate for eight analysts and associates to ensure appropriate staffing and professional development*Develop and lead analyst onboarding training alongside Talent Development for cohorts up to 80 individuals*Promoted twice from Investment Analyst to Investment Associate to Senior Investment Associate Show less

* Provide historical performance drivers and asset allocation for client assets ranging from $6 million to $4 billion to aid in investment decisions* Conduct systematic quality checks to produce over 200 monthly and quarterly Hedge Fund, Long-Only and Private Investment Performance Reports per year* Demonstrate leadership by managing a team of 5 to aid in personal and professional development by liaising between associates and management, coordinating deadlines, ensuring department best… Show more * Provide historical performance drivers and asset allocation for client assets ranging from $6 million to $4 billion to aid in investment decisions* Conduct systematic quality checks to produce over 200 monthly and quarterly Hedge Fund, Long-Only and Private Investment Performance Reports per year* Demonstrate leadership by managing a team of 5 to aid in personal and professional development by liaising between associates and management, coordinating deadlines, ensuring department best practices, overseeing client transitions, and leading department initiatives* Implement process improvement strategies tailored to the individual needs of complex clients* Service the broader department through mentoring, training, recruiting, new client onboarding, event planning, standardizing reporting, and help listservs to increase department wide moral, quality, growth* Maintain over 15 Foundation, University and Private Family clients to ensure consistency with investment strategies, market environment and industry standards Show less

University Of Maryland, College Park

* Develop pro forma reports and financial forecasts for new business opportunities* Compute cash flow projection and NPV valuation models in order to complete financial analysis and recommend the most cost efficient option* Manipulate, cleanse, process, and validate over 37,000 data entries using Excel* Analyze data and compile reports in order to facilitate financial planning for the university* Conduct research on emerging policies and initiatives that impact university… Show more * Develop pro forma reports and financial forecasts for new business opportunities* Compute cash flow projection and NPV valuation models in order to complete financial analysis and recommend the most cost efficient option* Manipulate, cleanse, process, and validate over 37,000 data entries using Excel* Analyze data and compile reports in order to facilitate financial planning for the university* Conduct research on emerging policies and initiatives that impact university financial operations Show less

Arlington, Va

* Developed and maintained custom benchmark indices based on asset classes and investment strategies to allow clients to accurately measure their performance against relevant markets* Reconciled current and historical client portfolio data and transactions* Ensured data quality in order to mitigate, detect, and correct any errors before reports reach investment teams and clients* Produced, customized, and ran total portfolio performance reports for monthly and quarterly data

* Track payments made during the fiscal year by verifying invoices, matching invoices to the relevant receipts, and keeping an accurate transaction log for all goods and services* Plan and coordinate events for current and prospective students* Perform various secretarial and office duties including template design, copying, data management in Microsoft excel

Silver Spring, Md

* Analyzed the intercompany transactions for over 250 international subsidiaries for the quarterly SEC reporting of Discovery* Completed forms and reports necessary for preparing tax returns and provisions using software such as SAP and Corptax* Researched, reviewed, and tracked international withholding tax and residency certificates for 15 countries* Composed explanatory documentation intended for international IRS equivalents* Assisted with organization chart compilation and… Show more * Analyzed the intercompany transactions for over 250 international subsidiaries for the quarterly SEC reporting of Discovery* Completed forms and reports necessary for preparing tax returns and provisions using software such as SAP and Corptax* Researched, reviewed, and tracked international withholding tax and residency certificates for 15 countries* Composed explanatory documentation intended for international IRS equivalents* Assisted with organization chart compilation and entity election and classification in order to analyze business restructuring Show less

* Consulted with company CEOs and COOs to aid them in managing the escalating cost of health benefits* Generated, qualified, and contracted sales in order to increase account acquisition and enrollment

Bachelor’S Degree, Finance

Activities and Societies: SmithStart Mentor, Student Entertainment Events Review Board, University of Maryland IMAGES Tour Guide, College.

Bachelor Of Science - Bs, Finance, General