Ian Schirato Email & Phone Number

Carlsbad, California, United States

Managed pacing models to help clients understand private program commitments.Organize trade and wire directives to meet client cash needs in a timely manner.Provide commentary on global capital markets to enable investment board decisions.Write Investment Policy Statements for institutions to adhere to financial objectives.Model portfolio return.

Seattle, Washington, United States

Wrote monthly commentary on global capital markets to provide research to clients.Oversaw best practices to ensure Global Investment Performance Standards (GIPS).Automated processes and deliverables in VBA incorporating into firm best practices. Designed custom spreadsheets and queries to aggregate and model firm wide data.Built models for discretionary.

Greater Seattle Area

Write commentary explaining manager returns.Calculate and reconcile performance from different asset managers within client portfolios.Create client reports showcasing financial statistics and performance metrics.Customized SQL queries to maintain and routinely use databases.Code Visual Basic to improve processes of team deliverables.Identify risk.

Optimize short selling and portfolio weights using matrix multiplicationModel option pricing to estimate value at risk in Monte-Carlo simulations Teach students how to make pro-forma projections to find firms’ terminal valuesWrite VBA enabled spreadsheets to download stock prices from database to test students

Pullman, Washington

Facilitated fundraisers earning almost $6,000 in less than one week through #CougsGive campaignPublic spoke to 250+ new students and parents about the business schoolLead cross-functional processes across organizations to operate efficiently and effectively through quick decision makingPresided over all general meetings to set group agendaMade final budget.

Camano Island, Washington

Managed payroll of several corporations through intuit bookkeeping filling state and federal taxes.Prepared personal income tax returns including schedule E, and schedule C as well as K-1 pass-through income.Handled Corporate bank reconciliations, financial statements and taxes.Worked with nonprofits to make budgets and pay taxes.Created Depreciation and.