Project Analyst
Current- Created client model portfolios and custom reports on YCharts to assess portfolio analytics and risk adjusted returns against custom benchmarks.
- Produced comparison reports on individual securities held within model portfolios to assist Portfolio Manager with Know Your Product (KYP) function.
- Facilitated company’s website redesign project including creating a financial article resource library and compliance-related changes.
- Led GoldMine CRM upgrade project in collaboration with external IT support.