Portfolio Management Business Analyst
CurrentImproving Portfolio Management infrastructure for dramatically higher AUM via process improvement and technology enhancements. Past and current projects include order generation, performance reporting, client suitability analysis, reconfirming interdepartmental interactions, portfolio accounting, GIPS automation and reporting, and GIPS composite maintenance.Designs custom applications and reporting mechanisms via the Microsoft Office suite, SQL/SSMS/SSRS/VBAServes as business-side project manager for major technology initiatives across portfolio management