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Loyal and diligent self-starter positioned to reconnect with colleagues & mentorsEnthusiastic about building and maintaining connections.
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ConsultantBain & Company 2024 - PresentBoston, Ma, Us -
Mba CandidateThe University Of Chicago Booth School Of Business 2021 - 2023Chicago, Illinois, Us -
Mba Summer AssociateItau Bba Jul 2022 - Sep 2022São Paulo, Sp, BrLeading a 10-week MBA strategy project in São Paulo focusing on data analytics and digital transformation for Itaú’s largest corporate clients. -
Financial AdvisorMorgan Stanley Jul 2019 - Jul 2021New York, Ny, Us -
Private Client AssociateBernstein Private Wealth Management Jun 2017 - Jul 2019New York, New York, Us- Provided wealth management, financial planning and portfolio strategy advice to high net-worth individuals, families, foundations and institutions-Assembled in-depth wealth planning and analysis reports to stress test each client's wealth planning goals and objectives over the short, intermediate and long term-Prepared weekly market updates to educate associates throughout the country on economic news and market trends that are relevant to client requests-Participated in the Associate Development Program consisting of industry training on trusts & estates, wealth planning analytics, investment management philosophies and financial management strategies -
Morningstar Development Program (Mdp)Morningstar Jun 2015 - Jun 2017Chicago, Il, UsThe Morningstar Development Program is a two to three year venture where program members (MDPs) have the opportunity to take on different projects outside their day-to-day responsibilities in order to develop new connections and technical skills.As an MDP completed two stretch projects:- Oil & Gas Equity and Credit Research Valuations Project (December 2016- May 2017). In this project I have learned and employed financial modeling techniques and have assisted an Equity & Credit Analyst along with the Director of Equity Research for oil & gas valuation and fair value estimate different MLP companies. I have also researched and worked on the NGL model for Natural Gas used by this Research group.- Money Market Fund Reform Data Project (June-October 2016) which used data mining techniques to populate four brand new data points in Morningstar's Open End Fund Data Universe -
Data Analyst- Latin American MarketsMorningstar Jul 2015 - Oct 2016Chicago, Il, UsMorningstar Data Analysts are responsible for the accuracy, timeliness, and completeness of the investment data used in all Morningstar products. Specifically I was responsible for and worked on-Owner of the Morningstar Category Process for Brazilian Open End Funds-Project Management for ValorPro & Business Trip to the São Paulo office focusing on implementation (May-June 2016)-Collaborated, analyzed and connected with investment professionals across international markets.-Daily contatct with São Paulo, Mexico City, Santiago, and Shenzhen teamates -Connecting with fund companies and establishing a credible relationship for Morningstar. -Analyzing data sets and using SQL to innovate and implement improvements. -Analyzing mutual funds and implementing our category methodology. As a Data Analyst, I learned the nuances of investment products, performance reporting, and portfolio analysis, owned the data collection processes, and managed projects focused on process improvement initiatives.I also had to have strong external relationships with our fund data providers and internal relationships with Morningstar teams. Data Analysts at Morningstar have daily contact with mutual fund companies, insurers, custodians, and transfer agents. They are the experts regarding investment data points and Morningstar calculation methodologies, and are routinely called upon for both internal and external client data issues.Provided research, analysis, thesis for the report below
Patrick Dyer Skills
Patrick Dyer Education Details
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The University Of Chicago Booth School Of BusinessInternational Finance & Competitive Strategy -
University Of ChicagoLatin American And Caribbean Studies
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Middlebury CollegeInternational And Global Studies
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Universidade Federal FluminenseAdministração (Business Administration)
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Universidade Federal De Santa CatarinaInternational Relations & Economics
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The University Of Chicago Booth School Of BusinessMarketing & Accounting
Frequently Asked Questions about Patrick Dyer
What company does Patrick Dyer work for?
Patrick Dyer works for Bain & Company
What is Patrick Dyer's role at the current company?
Patrick Dyer's current role is Bain & Company | Chicago Booth MBA.
What is Patrick Dyer's email address?
Patrick Dyer's email address is pa****@****.com.br
What is Patrick Dyer's direct phone number?
Patrick Dyer's direct phone number is +131234*****
What schools did Patrick Dyer attend?
Patrick Dyer attended The University Of Chicago Booth School Of Business, University Of Chicago, Middlebury College, Universidade Federal Fluminense, Universidade Federal De Santa Catarina, The University Of Chicago Booth School Of Business.
What skills is Patrick Dyer known for?
Patrick Dyer has skills like Market Research, Microsoft Office, Brazilian Portuguese, Marketing Strategy, Powerpoint, Market Analysis, Microsoft Excel, Spanish Translation, Presentation Development, Morningstar, Microsoft Word, Research.
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