Max Steinfeld Email & Phone Number

Company / Role: Act in a project lead role, reporting to the Director and core client contacts, migrating Private Equity firms from legacy data collection and valuation practices, to industry leading Portfolio Monitoring applications to bring forth heightened governance and efficiency for teams across the firm (i.e. Deal Teams, Finance Teams, Senior.

Arlington, Virginia, United States

• Company / Role: Report to both the Principal Architect and IT Director as the Business Analyst working for this company working on proprietary software applications centered around bolstering investor relations via.
• Financial Management: Assisted senior leadership with quarterly and yearly budgeting, in order to project which tasks could be addressed, as well as necessary adjustments to staffing resources
• Leadership: Utilize management skills to oversee 15 developers and quality assurance associates located in the U.S., India, Brazil, and Costa Rica, providing guidance on team and firm goals, alleviating any blockers.
• Meet weekly with business stakeholders as part of preparation and overall project management to solicit product feedback, as well as provide guidance on roadmap planning; work to refine requirements and priorities
• Manage day-to-day agile development process, with responsibilities including leading the planning, grooming, retrospective and daily standup
• Create SQL queries used to analyze data from multiple applications and databases, in order to inform business requirements and resolve support issues, such as AWS-Athena, QuickSight and SQL Server Management StudioKey.

Arlington, Virginia

• Company / Role: Reported to the Performance Reporting Director as the Assistant Project Manager working for this division of the company managing projects to ensure accurate, efficient and timely reporting to our.
• Leadership: Trained 5 associates across multiple dept. projects, focused on automation, data analysis, and accuracy and efficiency improvements; engaged in knowledge sharing and empowered staff to show independence.
• Assisted in the automation of an error-prone and inefficient Private Investment reconciliation process; eliminated a high-risk area within the Reporting department for one of the most complex asset classes
• Led cross-departmental initiatives to identify and implement efficiencies in the workplace for stakeholders and clients to support firm's new operating model
• Served as a primary resource for Cambridge consulting teams and external clients by providing information on client investment portfolios, reporting methods, and performance measurement
• Led and liaised between multiple business units and IT to drive both low-tech and high-tech solutions for business processes, communicating frequent updates and evaluations to Directors Key Results:

Arlington, Virginia, United States

• Company / Role: Reported to a Department Manager as the Senior Investment Performance Analyst working for this division of the company providing Monthly and Quarterly Reports, specializing in Performance, Allocation.
• Financial Management: Completed monthly and quarterly analysis of client performance, including items such as profit and loss analysis, attribution analysis and benchmark over/under-performance evaluation, as well as.
• Leadership: Recruited and mentored 8 associates; this included guiding them through training, helping them acclimate with team members and department, as well as overseeing transition to working with clients, ensuring.
• Became business owner of the enterprise’s main investment reporting and data capture platform
• Managed the Team Lead group around initiatives and best practices across the department, in addition to continued management and participation in project teams centered around application development / management.
• Coordinated with department management to develop best practices, defined quality assurance processes and identified quality standards

Arlington, Virginia, United States

• Managed 6 associates, in addition to overseeing teams specializing in Derivatives, Excel, Mentorship and proprietary application testing and development
• As a department “Team Lead,” organized weekly meetings to provide updates with management, as well as orchestrated activities to aid in the team’s personal and professional development
• Acted as the primary reporting contact for 15 clients with assets ranging from $80M to $5B; producing monthly and quarterly reports used in investment committee meetings; consistent communication with external clients.
• Was a member of the Global Liaison Team conducting relationship management and bridging the gap between, and helping to answer any questions from, colleagues in Singapore

Arlington, Virginia, United States

• Represented CA to candidates in information sessions, systems demonstrations, and at career fairs nationwide as member of Data and Reporting Recruiting Team
• Created error-free reports centered around the analysis of asset allocation, composite and manager-level performance, and performance attribution for institutional and family clients totaling ~$10B in assets; used by.
• Reconciled and tracked complex cash movements; tracked performance and transaction data in a proprietary database, including: alternative assets, derivatives, and private investments
• Participated in the “Hedge Fund Write-Up” team, performing analysis of alternative asset managers, including market exposures and focus, upcoming acquisitions and more; research was summarized into a 1-page “write-up”.

Lagrange, KY

• Managed over $50,000 in outstanding checks. Followed up with clients, reissued checks and assisted with escheating to the state.
• Assisted in training 3 new employees on accounting principles and company procedures.
• Generated accurate financial statements and assisted with the reporting of those statements for end of the year.
• Organized non-profit data of company foundation to confirm funds were being used accurately as well as designate depreciable assets and break down growth of pending projects.

Sydney, Australia

• Experience working internationally; forced to use different language skills as well as communicate in an efficient manner via Skype and email with managers in Sydney.
• Responsible for evaluation of competitors as well as potential growth/loss in relevant fields.
• Compiled financial reports pertaining to cash receipts, expenditures and profit and loss.
• Drafted and reviewed financial statement compilations before being sent to manager.
• Worked with fellow college students in order to collect and format reports; revised one another’s work and had to format all of our research to make sure all qualifications were met.

Bachelor Of Science (Bs), Finance

Activities and Societies: Accounting Club, Investment ClubI transferred to the University of Kentucky after my freshman year at Miami (OH).

Bachelor Of Science - Bs, Finance, General

I built upon my studies of Mandarin Chinese and spent the fall semester studying, and interning, at Fudan University in Shanghai.

Finance, General

Activities and Societies: Investment Club, Chinese-American Business Organization