Jaime Rehm Email & Phone Number

Chicago, IL, US

Chicago, Illinois, United States

• Co-manager of US Buy & Maintain products: Cash Flowing Matching, Maturity Bucket, Evergreen & Run-off portfolios
• Specialize in building and managing portfolios with ESG guidelines, such as carbon reduction, temperature reduction and Sustainable Development Goals
• Complete ad hoc requests from internal and external clients, including security analysis and portfolio modeling for new client pitches
• Founder and Steering Committee Member, Women’s Collective – Employee Resource Group at LGIM America
• I co-created and have co-lead LGIM America's annual Wellness Month for 3 consecutive years. In 2020 we took on the challenge of bringing greater awareness of health and wellness by providing resources and events to.
• Steering Committee Member, People Cultural Working Group – Employee Resource Group at LGIM Amerca

Chicago, IL

• Executed daily risk management activities for liquidity management and beta adjustment, which would include daily pitch succinct relative value trade ideas to Senior Portfolio Managers
• Daily construction and execution of trade orders, including new issue allocations and purchase or sell orders to meet client contributions and withdrawals
• Prepared and executed trade orders for client on-boarding based on target portfolios and client guidelines
• Exchange information with global team of Portfolio Managers/Research Analysts/Traders on 300+ portfolio issuers

Chicago, IL

• Primary ownership and creation of monthly performance attribution, portfolio characteristics and analytics, including custom portfolio analytics for internal and external client communication
• Streamlined the review process of monthly composite performance results to enable sign-off weeks earlier and a more efficient process according to the Global Investment Performance Standards (GIPS)
• Analyzed, maintained and distributed monthly performance figures, focusing on identifying and analyzing performance dispersion
• Developed an internal template to aggregate pooled fund performance, which directly reduced the waiting period in half for the Client Service team to review and distribute reports to clients
• Systematized information and documentation sourcing and storage processes for annual GIPS Verification, resulting in an shortened process with comprehensive audit trail

Chicago, IL

• Built monthly and quarterly investment reports for Defined Benefit and Contribution plans for clients ranging from Fortune 500 companies to endowments and government entities
• Developed quarterly reports for private equity portfolios using contribution and distribution statements to reconcile client accounts and produced internal rate of return
• Selected by Institutional Annuities and Life Insurance Solutions team to support their insurer due-diligence process
• Performed Fixed Income asset class manager searches and analyses for clients looking to replace current investment options

Milwaukee, WI

• Interview Building Supervisors.
• Train Building Supervisors and Student Service Staff.
• Supervise student service staff.
• Certified in CPR, First Aid and AED.

Milwaukee

• Worked with Bankers, Investment Specialists, Capital Advisors, Trust Officers, Regional Philanthropy Advisors, and Regional Client Business Retirement Services Advisors to create the Wisconsin 5 Year Plan
• Conducted client research, performance review, and research to support the whole integrated team

Cudahy, WI

• Supervised wading pool attendants.
• Maintained and supervised dog park and its activities.

Cudahy, WI

• Maintained wading pool, restroom facilities, and pavilion.

Master Of Business Administration - Mba

MBA Candidate

Bachelor Of Science - Bs, Finance, International Business & Spanish For The Professions, Cum Laude

Activities and Societies: • Alpha Phi - Director of Finance • Sigma Delta Pi

Applied Global Business Learning, Bangladesh, Development Economics And International Development

• Met with BRAC leaders to learn about their microlending efforts to aid women to become successful entrepreneurs and community leaders in.

Summer Business Program, Rome, Italy, International Marketing

• Course work focused on international marketing and intercultural relations. • Visited several companies to see management differences of.

Applied Global Business Learning, El Salvador, International Economics

• Helped improve production, marketing, accounting and created a business plan for this women's cooperative in a rural community.

Summer Study Abroad Program, Spanish Language And Culture