Nadine Combe Email and Phone Number

As part of a small team, reported directly to the company President. Developed and generated reports for a mix of internal senior leadership and external clients. Analysed performance attribution and investment risk distribution for model and client portfolios. Provided data and calculated risk statistics for DDQs, RFP’s, consultant enquires, and third-party databases. Worked with portfolio managers to build financial models and research industries. Used financial systems to evaluate problems associated with client accounts. Worked with IT, analysts and outside data providers to maintain internal company research database. • Refined all periodic reporting by using Excel macros and leveraging financial systems to increase efficiency by 50%• Developed sales and presentation ideas for relationship managers and marketing materials• Worked as part of a team to devise and develop a monthly reporting system to enable easy transfer of statistical data to third-parties including consultants• Established process for storing all frequently requested data for RFP’s, questionnaires and information requests, in centralized location• Learned proprietary programming languages of financial database products to effectively integrate their data into financial models and spreadsheets, providing up to the minute data• Effectively partnered with IT department to develop automating processes for updating internal research database, identifying key areas that would increase efficiency• Created financial models for the trading department to ensure account compliance• Successfully researched risk models and risk software providers and integrated chosen software into reporting process• Advanced Excel skills including Macros & pivot tables• Member of composite committee

Calculated and analysed performance and financial statistics for international mutual fund company. Sourced, integrated and verified all statistical data in marketing materials and ascertained compliance with industry regulations. Created complex spreadsheets and financial models to assist with research for fund managers, product managers and company board. Developed sales ideas for wholesaler presentations. Maintained competitor and industry analysis. Supervised a team of four analysts. Clients included: Senior Managing Directors, Executive Committees, Investments, Fund Boards, Marketing, and third parties.

Assisted Financial Planner in a large insurance firm. Managed relationships with established clients, providing information and assistance. Researched appropriate allocation and holdings for client accounts. Prepared and produced PowerPoint presentations, updated software and trained new employees.