Peter Einstein, Cfa Email & Phone Number

New York, NY, US

New York, New York, United States

• Powered client engagement, intelligence, and profitability through data analysis, reporting, and management of CRM systems
• Performed daily systems reconciliations reports to ensure successful implementation of Singletrack CRM post-migration from legacy platform.
• Managed and ensured accuracy, completeness, and timeliness of BlueMatrix research distributions and integration to Singletrack.
• Created efficiencies in daily operations through process automation (e.g. writing scripts to programmatically create monthly Broker Portals submissions).

New York, New York, United States

• Develop and maintain VBA driven database and User Form for social workers to log patient and appointment information; data is dynamically aggregated into dashboard for grant submissions.
• The success of the dashboard led to its expansion to other New York Presbyterian locations as well as Brooklyn Methodist Hospital.
• Collaborate with head of the DOVE program to collect reporting requirements, expand prompts within the decision tree, and ensure proper training of staff across locations.

New York, New York

• Drove efficiencies, growth, and strategy for the On Balance Sheet Liquidity Product Organization and Cash Concentration Sweep Product line.
• Led migration to strategic technology platform; communicated and defined business requirements to guide architecture, infrastructure, implementation, and testing.
• Developed and maintained dashboards and modules via SQL and VBA to instruct and validate account pricing and setup information across all currencies, products, and regions.
• Owned the Cash Concentration sweep product; collaborated with Sales, Product, and Operations partners to design setups to meet client needs, ensured legal and regulatory requirements were met, and supported remediation.
• Served as go-to-resource for ad-hoc data requests given vast knowledge of systems ecosystem, reference data, and building scalable approaches to track KPIs.

New York, New York, United States

• Drove efficiencies, business growth, and strategy globally for the Securities Services Sales organization in addition to having sole ownership of the Insurance and GSE team/segment.
• Automated, developed, and maintained actuals, forecasting, and financial performance evaluation tools
• Programmed API-driven dashboard to track business sensitivity/vulnerability to Emerging Markets and presented the model to the global head of Custody and Funds Services.
• Guided and oversaw development and maintenance of Securities Services-wide pipeline tool.
• Tracked, drove, and organized regulatory initiatives (e.g., Qualified Financial Contracts Stay Rule) to ensure timely compliance with relevant rules and legislation.

New York, United States

• Participated in the Analyst program to deliver business goals.
• Second Year Analyst: Firmwide SOX Compliance Office, August 2017-May 2018
• First Year Analyst: CIB F&BM Governance & Program Management, July 2016-July 2017
• Intern: Legal Entity Strategy & Simplification Group, June 2015-August 2015

Bethlehem, PA

Cohost of Indie-Excursions.

Prague, The Capital, Czech Republic

During my time as an intern, I worked on a project concerning assessment of investment financing and free cash evaluation in ČEPS in the nearest future.