Jerry Williams Email & Phone Number

Malvern, Pennsylvania, United States

Malvern, Pennsylvania, United States

• Resolve client, business partner and internal inquiries through Vanguard's Investment Support Portal utilizing tools such as FactSet, Morningstar Direct, Vanguard's centralized data sources, and Bloomberg. Collaborate with product managers to resolve complex client inquiries.• Participant in Vanguard's asset class reviews, providing data expertise to product managers.• Create and maintain Tableau Dashboards for Vanguard's Portfolio Review Department. • Lead monthly collaboration… Show more • Resolve client, business partner and internal inquiries through Vanguard's Investment Support Portal utilizing tools such as FactSet, Morningstar Direct, Vanguard's centralized data sources, and Bloomberg. Collaborate with product managers to resolve complex client inquiries.• Participant in Vanguard's asset class reviews, providing data expertise to product managers.• Create and maintain Tableau Dashboards for Vanguard's Portfolio Review Department. • Lead monthly collaboration meetings between Vanguard's Portfolio Review department and client facing businesses.• Led interdepartmental project to onboard Vanguard's Institutional Investment Group to a new client inquiry tool allowing for increased functionality in answer client requests and reporting trends.• Member and Administrator of Vanguard's Innovation Community of Practice. Work with community leads to establish meeting agendas, transcribe meeting notes, establish meeting takeaways, and complete other duties as assigned. Show less

Malvern, Pennsylvania

Berwyn, Pennsylvania

• Analyzed the correlation between various types of executive compensation and 1) stock performance and dilution for covered companies, 2) GAAP net income and adjusted net income as a percentage of revenue,3) free cash flow as a percentage of net income and 4) market capitalization. Issued a comprehensive report documenting findings and conclusions.• Analyzed the competitive landscape of a covered company. Summarized findings in a report sent to clients and used in investor road… Show more • Analyzed the correlation between various types of executive compensation and 1) stock performance and dilution for covered companies, 2) GAAP net income and adjusted net income as a percentage of revenue,3) free cash flow as a percentage of net income and 4) market capitalization. Issued a comprehensive report documenting findings and conclusions.• Analyzed the competitive landscape of a covered company. Summarized findings in a report sent to clients and used in investor road shows.• Developed points of contact (“channel checks”) within the ecosystem of an $8 billion market capitalized company covered by the group.• Partnered with associate analyst in constructing a manual of publicly available research tools. • Updated various models with insider transactions as they were released by the SEC.• Assisted in identifying potential covered companies.• Transcribed notes during earnings calls.• Researched using various SEC documents – 10-Ks, 10-Qs, 8-Ks and proxy statements.• Trained by a senior analyst rated the 3rd best sell-side software analyst in 2016 in the United States by Reuters. Show less

Bachelor'S Degree, Business Administration And Finance Double Major

Activities and Societies: EBO (Economics and Business Organization), Soccer Team, SAAC (Student Athletic Advisory Committee)

Education record

Activities and Societies: Soccer Team, Lacrosse Team, FCA Club, Pep Club