Jacob (Jr) Vance Email & Phone Number

Colorado Springs, Co, Us

Colorado Springs, Co, Us

Scottsdale, Az, Us

Fresno, Ca, Us

Fresno, Ca, Us

In my role as a Business Analyst I have focused on enhancing business operations that have directly lead to increased production. My contributions include: • Successfully implementing new strategies across all areas of business including: Call Center, Field staff, Processing Team, Invoicing and Business Reporting for Management• Oversee program database to maintain accurate information used to analyze production, revenue, and operations• Serve as initial point of contact for system-related questions for internal team and external clients

San Francisco, California, Us

I contributed to the necessary function of updating, organizing, and improving scheduling processes for a truck shipment company. With my assistance, we were able to provide an efficient means of processing and compiling data in an efficient manner which resulted in a more streamlined process.My contributions for this project included:- Spearhead production of XLS spreadsheets to improve scheduling parameters for a truck shipment company.- Created efficient tracking through updated synchronized spreadsheets, reviewing data practices, and providing input on applicable best practices.

Ec

I served as a part-time analyst in Ecuador for a member firm of the ECCC. I was tasked with evaluating sustainable mining practices in Ecuador and successfully implement change in the Ecuadorian mining laws. The majority of these tasks required me to speak and read in Spanish.My contributions included:- Researched and assessed sustainable mining practices in Ecuador.- Instrumental in providing valuable feedback for implementing change in Ecuadorian mining laws.

Austin, Tx, Us

Communication was key in this position as I worked with multiple departments on key business initiatives. I served as lead intwo projects and provided positive outcomes for both while adhering to company policies and procedures.My accomplishments included:- Collaborated with multiple departments including Analytics, IT, Portfolio Management to ensure key business initiativeswere achieved.- Utilized exceptional communication and SQL skills to ensure positive project outcomes.- Led two projects simultaneously involving encumbered securities and securities lending.

Austin, Tx, Us

I utilized my extensive experience in data analytics to identify market and industry trends that would lead optimize portfolio performance. As a part of my responsibilities, I was tasked with training a new Analyst team in the Australian office during a 6-month rotation.A few achievements were:- Assisted Portfolio Management with acquisition and sale of equity securities for mutual fund accounts.- Performed analysis of financial information, identified market/industry trends resulting in optimized portfolio performance- Tasked with training new Analyst team in Australia office.

Woodland Hills, Ca, Us

In this position, I used project management skills to research key areas of opportunity within the Pension Department and Defined Contribution plan. Deliverables of my work included a presentation to senior analysts and management. This internship exposed me to several areas of Corporate Investment Management through participating in quarterly portfolio reviews and also Investment Committee meetings.

Singapore, Singapore, Sg

My primary responsibility was to conduct investment research for high net worth individuals within the company's clientele network. Some of the required skills for this position include - a strong analytical background, an understanding of portfolio theory and the desire to enhance my knowledge about the financial services industry.

Cincinnati, Oh, Us

Report personal line data to various insurance rating bureausPerform analytical research on a fluctuating basisWork as a member of a team to achieve reporting goals

Cincinnati, Ohio, Us

Assist with projects for the staff of the officeHelp prepare for career fairs at the UniversitySchedule appointments and answer phone calls at the front desk

Bachelor Of Business Administration (Bba), Finance, Insurance & Risk Management And International Finance

Spanish Language And Literature

Education record