Portfolio Finance Summer Associate
• Streamlined monthly and quarterly reporting processes after analyzing investor reports and reducing redundancy• Computed variances and analyzed inconsistencies utilizing internal reporting tools to analyze thousands of data points spanning two decades• Created master reference for all prime brokers’ international financing rates for each fund by analyzing term sheets and communicating with external broker • Researched regulatory measures and crosschecked with firm’s legal records to ensure CFTC legal compliance• Consolidated risk scenarios and investment outcome data for all strategies since 2011 at request of new investors