Kwesi Morgan-Arhin Email & Phone Number

Los Angeles, CA, US

Los Angeles, California, United States

Los Angeles, California, United States

• Led all cross-functional business strategy for internal stakeholders by leveraging data insights, resulting in creating KPIs and strategic roadmaps which ensured goals were effectively being tracked and managed, as.
• Co-led monthly business reviews with cross-functional executive stakeholders, providing summaries on all simultaneous projects with both qualitative and quantitative analysis while collaborating with business leaders.
• Managed a complex ambiguous internal tooling migration project with engineers, product managers, and data analysts, ensuring clear communication and alignment on goals throughout the project
• Spearheaded internal performance reporting by implementing automation techniques, streamlining data processing, and significantly reducing manual entries resulting in 50%-time savings

Los Angeles, California, United States

• Partnered cross-functionally with data analysts, engineers, and managers to garner best practices on reporting standards while understanding upstream and downstream data flows to create a roadmap for data automation.
• Utilized reporting tools to create a spreadsheet model detailing team productivity and delivered a summary report with recommendations highlighting overlaps and missed synergies; culminating in 50% reporting efficiency.

New York, New York

• Led business strategy advising executive stakeholders on structuring complex portfolios, resulting in the successful launch of four portfolios of $500M+ in value; in addition, restructured portfolios generated $35M in.
• Built stress tests through spreadsheet modeling, based on historical market scenarios, to mitigate risk and reduce default losses on $9B of full portfolio; tests adopted company-wide and incorporated into quarterly.
• Forecasted portfolio projections against actual performance, providing optimization strategies and maximizing shareholder return
• Partnered cross-functionally with engineers, designers, and data analysts to replace an antiquated localized data application with a new web-based management system, leading to 90% faster data extraction and increased.

Newark, New Jersey, United States

• Created database spreadsheet tracking quarterly stakeholder returns, resulting in 25% faster approvals by portfolio managers
• Led asset reconciliation process with external business partners, overseeing ~$2.5B worth of assets
• Cultivated both internal and external relationships ensuring all functions relating to audit, administrative, and portfolio management maximized investor value
• Trained junior staff on daily and monthly deliverables including cash reconciliation and data discrepancies, as well as overseeing projects

Newark, New Jersey, United States

• Cross-functionally collaborated with business teams understanding requirements and translating to engineers; conducted User Acceptance Testing on all coding changes before being put into production, ensuring 100%.
• Drafted business requirements for operational system enhancements and delivered executive summaries to leadership upon project completion
• Created notification system alerting team of high priority updates from business teams, increasing response times by 70% and allowing for market critical data to be available for investment teams
• Created an internal database consisting of asset security ID's resulting in automated pricing and rating updates from Moody's and Standard & Poor's

Roseland, New Jersey, United States

• Assisted Veterans with life insurance inquiries via phone support and live chat support, responding to 65+ inquiries a day

Master Of Business Administration - Mba, Strategic Management

Ba, Economics, Information Technology

Activities and Societies: Diverse Business Student Association, Rising Leaders Institute