Portfolio Analyst
Current- Contributing member of the Portfolio Management team responsible for 50 funds and 46 billion dollars in AUM as of the end of August 2024- Constructed investment comparisons for managing directors and internal wholesalers to present to financial advisors and chief investment officers utilizing Bloomberg, FactSet, and Morningstar- Presented monthly to the company on capital markets, economy, fund commentary, and stock stories in front of C-suit executives and 100+ employees- Provided daily companywide emails of total AUM, fund performance, and fund exposure; also updated PM presentation slides on a weekly basis which tracked AUM, inflows/outflows, fund performance, and rates- Observed in meetings with market makers from prominent trading desks on Wall Street regarding ETF rebalancing strategies- Collaborated with the head of marketing and CCO reviewing fund fact sheets, brochures, presentations, and end-of-day pricing