Rachel Moore, Cfa Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

• Construct top-down portfolio proposals designed to meet the needs and objectives of prospective clients
• Create and enforce comprehensive guidelines used in the portfolio management process for over 30 actively investing entities at a time including custom accounts and commingled products
• Allocate investment opportunities in accordance with the firm’s allocation policy for deals across multiple strategies including primary, secondary, co-investments, growth equity, and private credit investments
• Run cash flow models for clients to forecast capital calls, distributions, and NAV in base case and stressed scenarios
• Conduct analyses to determine desired deal sizes for investment opportunities, investment teams’ deployment targets, dry powder, and evaluate allocation policies

Lexington, Kentucky Area

• Developed portfolio strategies to optimize yield while complying with Investment Policy Statements
• Administered the initial investment, account monitoring, and day-to-day maintenance of the fixed income portion for over 400 accounts using Excel and Investor’sView
• Calculated the relative value of bonds using total return, credit, and fundamental analyses
• Executed trades over the counter and through trading platforms including Bloomberg, TradeWeb, and MarketAxess
• Generated compliance reports, month-end reporting, and fulfilled audit requests

Lexington, Kentucky Area

• Compiled market research to identify potential clients and identified the most profitable promotion route
• Drafted client-facing website content about digital marketing strategies
• Certified in SharpSpring and Digital Marketer

Sydney, Australia

• Monitored inventory allocations and produced reports reflecting the merchandise’s standing
• Designed proposals used in finalizing product line creations
• Wrote comprehensive and eye-catching online product descriptions for merchandise

Pittsburgh, Pennsylvania

• Coordinated member team at local events to build goodwill and gather feedback with potential guests

Pittsburgh, Pennsylvania

• Managed accounts in JD Edwards software to post journal entries, depreciate assets, and analyze account imbalances
• Analyzed monthly expenses regarding credit card coding safety measures to determine the most cost-effective options
• Reduced time spent for employees to log information by reconstructing the department period report

Washington, Pennsylvania

• Supported clients by promoting merchandise, resolving customer service issues, and personalized selling
• Awarded Top Sales Associate of the Month – Outsold coworkers in quantity sold and total sales revenue