Jared Wells, Cfa Email & Phone Number

Greater Seattle Area

Generate tax-efficient portfolio transition analyses for prospective clients using Parametric’s optimization software and effectively explain the portfolio optimization process and resulting outputAnalyze prospective client holdings based on risk decomposition reports, sector/industry and stock bias reports Prepare detailed investment reports including.

Greater Seattle Area

Coordinated the full audit of fee schedules of ~32,000 accounts across Parametric’s Custom Core and Centralized Portfolio Management offerings Performed ad hoc analyses of billing and contract issues for Parametric’s Legal, Product Management and Sales teams

Greater Seattle Area

Performed detailed reviews of new investment account setups, cash transactions and other day-to-day, advisor driven account activities prior to daily trading deadlinesAudited bulk change requests from various teams within Parametric

Greater Seattle Area

Created and maintained an organized system of general offense records from initial victim reporting to final clearing and filling of the case, aggregating and formatting data for the proper construction of cases in The Seattle Police Department’s records management systemTracked, monitored and prioritized developments in cases, researching and solving.

Valencia, Spain

Compared the financial statements of the Polytechnic University of Valencia and Washington State University to gain an understanding of their financial healthDrafted, edited and presented findings in graphic form to the Senior Body of the Department of Finance and Budget