- Analyze large sets of program data to identify opportunities to improve the efficiency, integrity, and stakeholder experience- Perform research and analysis using programmatic data, to relay programmatic impacts, trends, patterns, and statistics across the company- Create and maintain SQL queries using and Python scripts as necessary for consistency and efficiency of data retrieval from various systems

"We Believe in Being Different"Monument Wealth Management is an independent Registered Investment Advisory firm based in the Washington D.C. area that takes a unique, collaborative team approach in leading clients through a personalized Private Wealth Management experience like no other. Monument specializes in helping successful entrepreneurs, executives, other high-net-worth individuals and their families properly connect their financial resources to their personal aspirations. We do this through innovative, cash flow-based Private Wealth Planning and discretionary, in-house asset management, completely unconstrained by any large corporate agenda. Monument supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey. Monument Wealth Management is a registered investment advisor. Please see our Important Disclosure Information and Privacy Notice on our website at www.monumentwealthmanagement.com.

- Prepared and presented investment performance reports, performance attribution and other ad-hoc analysis to clients overseeing multi-million dollar portfolios- Conducted quantitative and qualitative due diligence on current and prospective investment managers- Monitored portfolio and manager compliance with Investment Policy Statement (IPS) and investment guidelines

- Prepared and presented investment performance reports, performance attribution and other ad-hoc analysis to clients overseeing multi-million dollar portfolios- Conducted quantitative and qualitative due diligence on current and prospective investment managers- Monitored portfolio and manager compliance with Investment Policy Statement (IPS) and investment guidelines

- Member of consulting team that regularly presented data to clients - Used VBA and SAS to retrieve, process and analyze financial and survey data - Reduced workflow time by over 75% by automating existing manual processes