Robert Carney Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Dearborn, Michigan, United States

• Recommended an improvement to the benchmark of the fixed-income portfolio of a $C4.5bil pension plan in Canada to better match liabilities and reduce the funded status volatility
• Conducted a review of the investment guidelines for active fixed-income managers inCanada, identifying areas for managers to better optimize risk/return trade-off

Boston, MA

• Trained newer colleagues on team policies and various aspects of drafting registration statements
• Strengthened working relationships with internal client-facing teams, facilitating efficient communication flow
• Appointed as department’s business continuity planner in Jul 2014, successfully coordinating over a half dozen storm-related work from home days and evacuation drills
• Streamlined internal review process by developing color-coded document review system, resulting in a 20% reduction in review time, and improvements to internal checklists, resulting in higher accuracy in client.
• Identified and corrected over seventy instances of inconsistent fund disclosure in shareholder documents
• Reduced overtime in the second and third quarters of 2018 by 16% while producing higher quality work and managing constantly changing deadlines and competing priorities

Boston, MA

North Reading, MA

• Communicated with clients regarding Liability, No Fault, and Workers’ Compensation cases related to Medicare claims and used Microsoft Excel to complete financial data projects
• Instructed managers in the use of various components of Microsoft Excel

Amherst, Massachusetts

• Nominated as RA of the Month (October 2010, October and November 2011, and February 2012)
• Facilitated floor meetings, educational programs and social activities for a dormitory floor, with attendance ranked in the top 25% of my peers
• Helped organize an economic scenario discussion called “Occupy BCG” attended by over 30 residents, sparking discussion about the topics of classism and economic mobility and equality and receiving a department-wide.
• Mediated conflicts between residents, referred students to campus resources and built community within the building
• Helped two residents from a different floor develop a plan to help a friend who was experiencing suicidal ideation

Greater Boston Area

• Audited payroll statements to ensure compliance with wage and hour laws
• Coordinated and sat in on client interviews in civil wage and hour investigations
• Assisted in raising over $1,000 for tornado relief in Western and Central Massachusetts
• Organized archives of over 500 open and closed cases

M.B.A., Investment Research And Asset Management (Iram) Immersion

Activities and Societies: Career Work Group Leader (Fall 2020) / Chair, Community Development, Johnson Christian Fellowship / Co-VP.

B.A., History, 4.0, Summa Cum Laude, Commonwealth Honors College, Greatest Distinction

Activities and Societies: Commonwealth Honors College; Newman Student Association• Pursued a dual degree in Finance and History. •.

B.B.A., Finance, 4.0, Summa Cum Laude, Commonwealth Honors College, Greatest Distinction

Activities and Societies: Commonwealth Honors College; Newman Student Association• Dual degree in Finance and History.

High School Diploma

• Graduated 9th out of 279 students