Senior Vice President
Current- Senior Business Analyst for Fixed Income Portfolio ManagementBusiness Achievements
- Built a spreadsheet application to model what-if trades for portfolio management.
- Built a spreadsheet application to auto-generate orders to rebalance thousands of client portfolios against model portfolios.
- Led an initiative to research and select the next generation Fixed Income portfolio management system.
- Led an initiative to implement straight-through-processing and OASYS trade matching.
- Prepared portfolio analysis reports for prospective clients.