Shelby Macdoniels, Cfa, Cpa Email & Phone Number

Clayton, MO

• Perform independent corporate credit analysis in the energy sector at the issuer and sector level based upon financial and economic data.
• Provide research to assist in the execution of fixed income trade decisions for the management of pension fund assets of institutional investors.
• Offer recommendations based on evaluation of financial fundamentals and relative value analysis, used to assist portfolio managers and traders in making strategic and tactical investment decisions.

Greater St. Louis Area

• Manage onboarding of 15 to 25 new client accounts, administering the set-up of custodial and internal systems and facilitating initial in-kind funding.
• Perform analysis on account data by collectively assessing funding, trade status, asset values, and available cash to provide information to assist in daily trade decisions for 20 to 30 client accounts.
• Calculate and evaluate financial performance of client accounts, providing material used in periodic reports and presentations for clients, recommending immunization, long duration, and overlay strategies.
• Assessed fixed income security pricing based on various quantitative criteria to ensure accurate valuation of client-owned assets.

Greater St. Louis Area

• Plan and execute audits of financial statements and internal control over financial reporting for public and privately-held clients in the financial services industry.
• Apply firm's audit methodology utilizing knowledge of business processes, specific industry requirements, and risk management.
• Analyze client application of various bases of accounting in the context of regulatory guidelines.
• Perform under tight deadlines in a competitive, knowledge-based environment.
• Effectively document and communicate conclusions with management and clients.
• Combine investigative skills with technical proficiency to provide assurance to users of financial statement information.

Greater St. Louis Area

• Gather, analyze, and report on budget and projection information.
• Collaborate with IT to test Siebel Planning System prior to launch.
• Perform general ledger duties, budget adjustments, and credit memos.