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.