Whitney Zelee Email & Phone Number

United States

Boston, Massachusetts, United States

Boston, Ma

Provide direct support to COO in the management of firm-wide projects and initiatives, including the implementation of software and technology solutions. Partner with CCO on several projects, including conducting risk assessments and due diligence on third-party vendors, reviewing firm policies and drafting revisions to compliance documents. Serve as in-house IT support and systems expert responsible for identifying and troubleshooting a variety of issues including errors in SQL databases and… Show more Provide direct support to COO in the management of firm-wide projects and initiatives, including the implementation of software and technology solutions. Partner with CCO on several projects, including conducting risk assessments and due diligence on third-party vendors, reviewing firm policies and drafting revisions to compliance documents. Serve as in-house IT support and systems expert responsible for identifying and troubleshooting a variety of issues including errors in SQL databases and excel macros. Project managed system upgrades of trading and portfolio accounting software and client-facing portal. Show less

Boston, Ma

Managed the firm’s client and business data including new/closed accounts, firm and product AUM, and composite performance, demonstrating a thorough knowledge of firm’s reporting software and an ability to troubleshoot data errors. Maintained firm’s Master RFP, collaborating with product experts for production and review of responses. Completed a wide variety of RFPs, RFIs, consultant questionnaires and ad-hoc requests pertaining to the firm's six domestic equity strategies and global equity… Show more Managed the firm’s client and business data including new/closed accounts, firm and product AUM, and composite performance, demonstrating a thorough knowledge of firm’s reporting software and an ability to troubleshoot data errors. Maintained firm’s Master RFP, collaborating with product experts for production and review of responses. Completed a wide variety of RFPs, RFIs, consultant questionnaires and ad-hoc requests pertaining to the firm's six domestic equity strategies and global equity mutual fund. Responsible for managing and updating eight consultant databases with Trillium’s quantitative and qualitative information. Show less

Planned and projected sales, gross margin, inventory, and markdowns for 3 departments in Talbots Outlet Division totaling over $23.6M in top line sales. Provided both planning and analytical support to the Merchandising team. Partnered with cross-functional team members to strategize and implement promotions and markdowns throughout the season.

Evaluated store performance on a regular basis in order to maximize sales opportunity and ensure appropriate allocation of merchandise. Analyzed store history and current trend on a monthly basis to produce store rankings for allocation team. Used buy tool to generated units by style/color for the merchandising teams seasonal buys.