Led finance for new business and growth investments.

FP&A, Strategic Finance, Capital Markets, Treasury

Interned with the investment grade credit, mortgage, and short duration desks during this rotation.

Worked with the Investment Grade Corporate desk in all aspects of portfolio management. These included: duration management; currency and spread risk positioning; security selection; and, building model portfolios for potential clients.- Constructed model portfolios for potential investments from a large overseas client, securing $1.8bn in new assets.

Worked with the Investment Grade Corporate desk in all aspects of portfolio management. These included: duration management; currency and spread risk positioning; security selection; and, building model portfolios for potential clients.- Collaborated with CIO in his new role to review the portfolios of his direct reports. Led effort to aggregate portfolio data from senior portfolio managers across the firm; resulted in more transparent and consistent risk positioning and monitoring.

- Developed database query and standardized report to reconcile the firm's security positions, which decreased processing time for daily reconciliation by 45 minutes, a 33% improvement.- Implemented intraday reporting to highlight erroneous trade cancellations within the firm's order management system; report was subsequently rolled out to global offices.