Mike Flowers, Cfa Email & Phone Number

San Francisco Bay Area

• Shaped and defined ESG content in agile environment for innovative firm that generates AI-driven company sustainability ratings.
• Co-authored influential white paper “Dynamic Materiality: Measuring What Matters” with three colleagues, and contributed to associated patent filing.
• Worked with teammate to identify and add top global news outlets to source universe.
• Led project that increased internal database of companies by ~5%.
• Gathered and tagged hundreds of news articles for NLP training and system calibration.
• Assisted with topic development for future products/lenses.

San Francisco Bay Area

Supported development and launch of online project valuation tool for solar energy finance advisory firm.

San Francisco Bay Area

• Provided analytical and reporting solutions for investment and distribution teams.
• Supplied knowledge support and financial analysis/reporting expertise that assisted Sales, Marketing, and Client Service teams in doubling assets under management from $52 billion in 2011 to $105 billion as of 2Q16.
• Prepared performance and portfolio data for traditional and ESG investment products to distribution teams for RFP fulfillment, plus periodic data updates for investment research team, institutional clients, and.

San Francisco Bay Area

• Designed and developed internal performance and analytics reports.
• Built style analysis tool and led successful effort to migrate flagship mutual fund to target peer group.
• Created comprehensive stock screening tool using advanced Factset and MS Excel skills that aided Portfolio Managers in investment decisions.
• Constructed models, created various reports and charts, and provided quantitative information that aided investment decision making. Analyzed data to determine options. Presented analysis results to staff and.
• Fulfilled frequent ad hoc portfolio and performance analytics requests from portfolio managers that helped explain absolute performance as well as performance relative to benchmark indices.
• Consulted financial industry personnel, such as traders and sector analysts, in determining need for new and improved analytical applications.

San Francisco Bay Area

• Provided trade support to local mutual fund trading group. Liaised with internal traders, broker/dealers, and custodians to prevent and resolve settlement issues. Worked closely with accounting and technology teams.
• Played key role in successful migration of mutual fund accounting reporting to new system that resulted in improved performance reporting.
• Created and maintained detailed monthly Assets Under Management report that provided historical record of market action and investment flows. Constructed detailed breakout by strategy, product, and channel that.
• Developed weekly subscriptions / redemptions report of mutual funds that helped Portfolio Managers make timely portfolio rebalancing decisions.
• Performed daily reconciliation of mutual fund trades that ensured agreement among all parties, thus preventing costly trade errors.
• Trained and mentored new team member in best practices.

San Francisco Bay Area

• Performed portfolio accounting and database management tasks in operations department of investment management firm.
• Performed daily data downloads and updates to internal systems. Served as liaison between traders and custodian bank representatives regarding settlement issues.
• Prepared and maintained financial records and reports for portfolio managers and clients, ensuring that all stakeholders were kept current.
• Assisted database manager in maintaining and upgrading MS Access trade management system. Assisted with various computer / network maintenance issues, including staff systems support and troubleshooting.

Bachelor’S Degree, Economics

Bachelor’S Degree, English Language And Literature