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Fintech

As a Senior Investment Analyst, I collaborate with cross-functional teams to review, analyze, and develop RFPs for strategic initiatives with up to $1B in assets under management. I analyze fund performance, design investment reports, and supply consultants with data-driven reports to facilitate recommendations that drive client account growth and achieve organizational targets. I research and analyze portfolio manager performance and characteristics using detailed risk-and-reward comparisons to determine high-impact investments including real assets and private equity. I create efficient frontier models to determine optimized investment strategies for multiple risk/reward levels using mean-variance analysis. ♦ In this role, I collaborated with consultants on 10 distinct accounts holding endowment funds, defined benefit plans, and deferred compensation plans with AUM ranging from $14M to $24B, with investment strategies specifically tailored to grow portfolio and meet client goals while adhering to federal/state restrictions. ♦ In conjunction with internal teams, I successfully completed three portfolio manager searches following extensive analysis that bolstered performance of funds with over $1B AUM.

While serving as a Senior Analyst, I conducted stock option, shareholder, historical, technical and fundamental analysis, and translated data into user-friendly reports that informed decision making by senior executives at publically traded firms. I interfaced with buy-side portfolio managers and trading desks, reviewed mutual fund data, and incorporated custodial breakouts in creation of forecast reports providing insights on market trends, institutional investor behavior, and investment strategies for major corporate clients. I educated corporate client Investor Relations Officers and C-Suite executives on capital flows by conducting peer analysis and cross-concentration reports. ♦ I was recognized for outstanding client services that facilitated organizational growth, which I accomplished by networking with corporate clients and growing my individual book of business to nine publically traded tech corporations with market cap values ranging from $1B to $1T. ♦ Leveraging my leadership skills, I coached new employees and interns to develop organizational fluency, cement operational best practices, and drive attainment of corporate targets.

At Ipreo, I orchestrated extensive analysis covering market trends, shareholder behavior, and stock prices to develop comprehensive reports aiding corporate clients in shareholder analysis and making meeting agendas. I incorporated public and proprietary data to conduct analysis and compile reports detailing trends of institutional investors. I interfaced with internal cross-functional teams to consult with publically traded corporate clients on how to enhance stock performance throughout business development lifecycle. ♦ As a direct result of my exceptional performance, rapid development of technical system fluency, and strong leadership abilities, I was promoted to Senior Analyst.♦ I was recognized by senior leadership for outstanding client service and driving sales through use of upselling during critical presentations.

While working at the Department of Finance with Sacramento County, I evaluated cash flow needs, credit ratings, trade analytics, and concentration limits using Bloomberg terminal to craft strategic investment recommendations at the County level. I mapped current investment options to third-party equivalents to promote equity in bidding by RFP participants. I compiled credit analysis, portfolio structures, and performance statistics for monthly/quarterly reporting to stakeholders. ♦ By interfacing with cross-functional teams, I worked to successfully complete cash flow projections that served as the basis for strategic investment plans.♦ Following detailed analysis of investment holdings, I crafted exhaustive reports that supported internal audits and ensured investment policy was in compliance with local and State Code.