Ian Burton Email and Phone Number
Ian Burton's Location
Denver Metropolitan Area, United States, United States
Ian Burton's Contact Details
Ian Burton work email
- Valid
- Valid
- Valid
Ian Burton personal email
n/a
About Ian Burton
Highly motivated Leadership Professional with the ability to quickly learn new concepts, tasks and skills. My experience and education provide me with the tools to effectively evaluate problems, identify options/solutions, develop and implement solutions, communicate ideas clearly and precisely and make decisions based on evidence-based conclusions that are easily understood by others through analysis, logical reasoning and clear communication. I am a detail-oriented team player who is a self starter who takes initiative and demonstrates strong commitment towards quality results for my organization
Ian Burton's Current Company Details
Ian Burton Work Experience Details
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Consulting AnalystJdl Consultants, Llc Aug 2022 - PresentRiverside, Connecticut, Us
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Associate Equity And Fixed Income Research Analyst - Media SectorS&P Global Market Intelligence Jan 2022 - Aug 2022New York, Ny, Us-Specialize in competitive business intelligence and financial research on publicly traded media companies involved in the U.S. TV network and streaming industry.-Build complex forecasting models and data visualizations using media company financials to synthesize fast-changing dynamics, anticipate market movement from current and past trends, and draw actionable conclusions for our market intelligence clients and sales teams.-Write and publish data-driven articles and reports on our proprietary market intelligence platform – S&P Capital IQ Pro – for clients, financial institutions, and consulting firms. -
Investment Analyst: Financial Advisor Services - Portfolio Analytics And ConsultingVanguard Mar 2021 - Jan 2022Valley Forge, Pa, Us-Develop customized complex investment analyses for sophisticated RIA, broker-dealer, key-account, and bank clients to provide insight and objective recommendations to portfolio construction using various data analytics platforms, tools, and techniques-Analyses performed: ESG, equity and fixed income holdings, risk and return, factor exposure, tax efficiency, correlation, attribution, and stress testing scenarios-Partner with sales executives and internal consultants to assess client needs, identify opportunities for allocation changes to meet said needs, and present findings to clients-Drive closing sales opportunities with analytics for prospects and clients-Co-Led a project to research ESG data vendors to enhance our existing analytics tool-kit to include complex ESG relevant investment data points and integrate the data into existing analytics software solutions -
Emerging Leader Development Program (Eldp)Vanguard Aug 2019 - Aug 2021Valley Forge, Pa, Us2-year rotational program designed to provide high-impact business leadership experience through four six-month long assignments of people and project leadership within a variety of company divisions.Rotation 4: Financial Advisor Services - Portfolio Analytics and Consulting - Investment AnalystRotation 3: Fund Financial Services - Global Fund Accounting - Team Manager Rotation 2: Institutional Investor Group - Retirement Plan Client Services - Project LeadRotation 1: Retail Client Services - Licensed Representative
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Manager: Fund Financial Services - Global Fund AccountingVanguard Aug 2020 - Mar 2021Valley Forge, Pa, UsELDP Rotation 3:-Led a cross-site team of fund accountants undergoing an organizational restructure through daily operations reconciling trade accounting breaks, mitigating risk, and keeping regulatory compliance-Guided the team through organizational change in the strategic ramp-down of a business while maintaining BAU daily operations in a high pressure, high attention to detail, and fast paced environment managing in person and virtual fund accountants who are all actively looking for future-state roles within the company-Conducted professional development for my team, interviewed and onboarded contractors & FTEs, delivered performance reviews, facilitated daily ops meetings, and developed process improvement-Acted as a player-coach by leading the team and performing Fixed Income trade accounting reconciliations by specializing in the TBA security asset class-Met monthly with SOX control team to audit daily operations processes -Coordinated return to office and contingency plans in the midst of the COVID-19 pandemic
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Project Leader: Institutional Investor Group - Retirement Plan Client ServicesVanguard Feb 2020 - Aug 2020Valley Forge, Pa, UsELDP Rotation 2:-Led projects to identify data-driven sources of operational waste for a team of relationship analysts each responsible for supporting billions of dollars worth of 401(k) accounts and presented solutions to department heads that connects managing workload and meeting institutional client needs-Conducted a month-long work study to assess the current state of the team, tracking every report, analytics piece, request, and presentation (including 500+ reports, 130 presentations) and the nature of the request (i.e. requestor, lead-time, cycle time, degree of customization required, frequency, source, channel, lead time, edits, partnerships, and client satisfaction) to identify trends in operations -Led a side project to create a tracking system of temporary institutional retirement plan changes as a response to clients adapting their plans in the wake of the COVID-19 pandemic
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Retail Client Services - Licensed RepresentativeVanguard Aug 2019 - Feb 2020Valley Forge, Pa, UsELDP Rotation 1:- Partnered with our clients (~50 per day) via the phone to assist them with a wide range of inquiries to help every investor feel like they’re our only investor through world-class customer experiences by bringing warmth, energy and knowledge to each conversation- Trained and onboarded new internal hires to handle common client inquires and coach them through difficult conversations- Captained a team to lead an initiative to root-cause problem solve and resolve an issue that prevented thousands of clients from accessing their accounts due to a Customer Identification Program (CIP) stipulation
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AlumniDelta Sigma Pi Sep 2017 - May 2019Oxford, Oh, UsDelta Sigma Pi is a professional fraternity organized to foster the study of business in universities; to encourage scholarship, social activity and the association of students for their mutual advancement by research and practice; to promote closer affiliation between the commercial world and students of commerce, and to further a higher standard of commercial ethics and culture and the civic and commercial welfare of the community. The Gamma Psi Chapter is currently the #1 active collegiate chapter and has been awarded with: Most Outstanding Chapter in the Nation, the #1 large club in the Eller College of Management, and Chapter of ExcellenceEller Career Showcase Committee-Collaborate to coordinate the largest student-managed career fair hosting 100+ companies-Run event operations and serve as a resource for recruiters and studentsRush Committee- Assist the Senior Vice President with planning and execution of rush and recruitment events- Lead team based activities with potential new members -
College To Corporate Intern - Business Development Group Project LeadVanguard May 2018 - Aug 2018Valley Forge, Pa, Us-Project lead for the Business Development Group’s (BDG) Sales Client Experience Evaluationdevelopment to increase accuracy in quality measurement for retail client investment consultations.-Developed a tool that tracks crew improvement with built-in accountability to maintain world-class client experience, positioned solutions suiting business needs to senior department leaders.
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Cancer Research AssistantBanner - University Medical Center May 2017 - Jan 2018Phoenix, Az, UsHundreds of doctors, scientists, postdoctoral fellows, graduate students, undergraduate students and technicians work in 73 research laboratories in The University of Arizona Cancer Center. Armed with test tubes, cancer cells, computers and tumor models, they search for the missing pieces of the cancer puzzle in their efforts to prevent and cure cancer.-Conducted wet lab work studying the oncogene Pim-1-Advanced the development of a drug with colon and breast cancer tumor growth inhibition potential -Led the development of a kinase activity reporter for Pim-1 using fluorescence resonance energy transfer (FRET) based assay techniques targeted at various cell structures including the mitochondria, nucleus and cytoplasm-Findings were presented at the 2018 Undergraduate Biology Research Program (UBRP) Conference at the University of Arizona.-Experience in cell transfection/transformation/multiplication, PCR, confocal microscopy (CRSM), infusion cloning, and DNA sequencing -
Spring Fling Marketing AssociateUniversity Of Arizona Oct 2015 - May 2017Tucson, Arizona, UsSpring Fling is the largest student-run carnival in the nation attracting over 32,000 guests. Spring Fling provides over 40 rides and games to attendees, along with over 20 different food booths with a wide variety ranging from corn dogs to crab puffs.-Involved in community outreach, collecting survey data -Designed marketing platforms involved in community outreach-Promoted at local Tucson events such as the 4th Avenue Street Fair and Tucson Farmers Market-Worked customer service at the time of the event -
Dock HandBoat Rentals Of America May 2016 - Aug 2016Peoria, Az, UsFamily Owned and Operated Since 1992, Boat Rentals of America offers boat rentals, club memberships, and hydroflights on Lake Pleasant, the largest lake in the greater Phoenix and Scottsdale area.-Specialized in customer service, gave boat operation instructions, coordinated boat rental reservations and transactions in person, over the phone and online-Performed maintenance on and operated a variety of boat types including pontoons, performance wake surf speed boats, and sail boats in an inventory of 25+-Experience with CRM software-Boat safety and operations instructor -
Youth Soccer Coach And Programming CoordinatorArizona Sports Complex May 2015 - Sep 2015Arizona Sports Complex is a family and team oriented multi-purpose facility, dedicated to improving players skills in competitive sports, teaching the value of good sportsmanship, and adopting positive lifetime behaviors by providing superior services, quality programs, premium facilities, and a dedicated staff.-Provided instruction to children ages 6-9-Communicated with parents of 100+ registered players on an individual player basis-Planned and executed organized practices to promote sportsmanship-Created a safe and positive environment for children
Ian Burton Skills
Leadership
Finance
Customer Relationship Management
Chemistry
Management
Microsoft Excel
Visual Basic For Applications
Ian Burton Education Details
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University Of Arizona - Eller College Of ManagementFinance -
University Of ArizonaFinance
Frequently Asked Questions about Ian Burton
What company does Ian Burton work for?
Ian Burton works for Jdl Consultants, Llc
What is Ian Burton's role at the current company?
Ian Burton's current role is Consulting Analyst at JDL Consultants, LLC.
What is Ian Burton's email address?
Ian Burton's email address is ia****@****ard.com
What schools did Ian Burton attend?
Ian Burton attended University Of Arizona - Eller College Of Management, University Of Arizona.
What skills is Ian Burton known for?
Ian Burton has skills like Leadership, Finance, Customer Relationship Management, Chemistry, Management, Microsoft Excel, Visual Basic For Applications.
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