David Ring, Cfa Email and Phone Number
David Ring, Cfa work email
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David Ring, Cfa personal email
Experienced analyst with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, client servicing, and credit analysis. Graduated from the University of Wisconsin-Madison with a degree in Economics. Passed all three levels of the CFA Program.
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Investment Operations AnalystAdler Management Llc Mar 2023 - PresentUsPrepare performance measurement and reporting metrics for various assets classes, portfolios and benchmarks. Reconcile private market investment activities and monitor exposure. Create quarterly review materials for board and trustee meetings. Preparation and distribution of investment portfolio positioning and activity information. Facilitate capital calls and distributions. Oversee creation of new investment entities, investment agreements, and act as a key contact with underlying investment managers. Assist in investment due diligence and ongoing portfolio management needs. Ad hoc projects pertaining to investment strategy and activity.
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Client Portfolio Analyst - Client SupportGalliard Capital Management Jan 2021 - Mar 2023Minneapolis, Mn, UsAssisted senior members of the client relationship and portfolio management teams in the analysis of Galliard's stable value separate accounts. Provided information and analysis on portfolios and assisted with tasks related to the ongoing management of stable value portfolios. Performed analysis of account characteristics and assisted in the development of investment strategies consistent with client investment needs and portfolio guidelines. Produced, reviewed & delivered recurring monthly, quarterly & annual deliverables. Reviewed & commented on various client-related contracts, e.g. investment management agreements, client portfolio guidelines, stable value wrap contracts. Participated & presented in quarterly client portfolio reviews. Prepared reporting on plan cash flows, demographics & plan option balances that was sent to stable value wrap issuers for the underwriting of stable value wrap contracts. Compiled return attribution analysis (Brinson-Fachler methodology) on stable value portfolios. -
Client Service Consultant - Fund DirectGalliard Capital Management Nov 2018 - Dec 2020Minneapolis, Mn, UsAssisted in the administration of Galliard's two stable value pooled funds - the Wells Fargo Stable Return Fund & Galliard Managed Income Fund. Worked with external trading platforms & client advisors in obtaining required documentation for client onboardings, transitions & terminations. Oversaw the monthly omnibus reconciliation process & provided cross-training to Fund Direct team members. Researched & resolved daily trade rejects. Produced monthly & quarterly reports on the funds' demographics, e.g. plan size & concentration, put queue reporting, etc.
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Associate Operations AnalystWells Fargo May 2017 - Nov 2018San Francisco, California, UsAssisted four Business Initiatives Consultants with the implementation of Wells Fargo's Next Paradigm SEI Wealth Platform conversion project. Attended daily workstream meetings along with other representatives from within Wells Fargo's trust community & documented key takeaways. Created weekly recaps on the actionable items from the workstream meetings & presented these items to the Corporate Trust Services subject matter experts and other stakeholders. Maintained a log of all project documentation - e.g. Position Statements, PSAs, Change Controls, RAIDs, etc. -
Credit AnalystJohn Deere Financial Sep 2015 - May 2017Moline, Il, UsReviewed and analyzed credit applications to make credit decisions pertaining to Revolving and Turf and Utility Installment products. Evaluated financial statements and other customer information to approve or deny routine revolving finance products and retail notes. Marketed and promoted use of sales finance products and counseled dealers/merchants on new marketing and/or product programs. Reviewed and authorized additional transactions against customers' current credit limits in order to maintain and improve overall performance of the portfolio. -
Credit AcquisitionsJohn Deere Financial Jun 2014 - Sep 2015Moline, Il, UsCommunicated credit decisions to John Deere dealers/merchants. Performed dealer/merchant support and account maintenance. Reviewed and audited lending documentation for accuracy and completeness before review. Answered questions and handled requests from dealers, customers, and internal staff.
David Ring, Cfa Skills
David Ring, Cfa Education Details
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Københavns Universitet - University Of CopenhagenDanish -
University Of Wisconsin-MadisonEconomics
Frequently Asked Questions about David Ring, Cfa
What company does David Ring, Cfa work for?
David Ring, Cfa works for Adler Management Llc
What is David Ring, Cfa's role at the current company?
David Ring, Cfa's current role is Investment Operations Analyst at Adler Management LLC.
What is David Ring, Cfa's email address?
David Ring, Cfa's email address is da****@****ard.com
What schools did David Ring, Cfa attend?
David Ring, Cfa attended Københavns Universitet - University Of Copenhagen, University Of Wisconsin-Madison.
What are some of David Ring, Cfa's interests?
David Ring, Cfa has interest in Sports Such As Football, Watching The Packers And Badgers, Education, Spending Time With Friends And Family, Baseball, Hockey.
What skills is David Ring, Cfa known for?
David Ring, Cfa has skills like Microsoft Excel, Agribusiness Tools, Merchant Toolkit, Mars, Acaps, Ceres, Bloomberg Terminal, Data Analysis, Outlook, Wordpress, Training, Customer Service.
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