Professional Summary

Tenacious, detail oriented, and customer focused Investment, Portfolio, and Asset Management professional offering 12+ years of contributions in the field. Proven Business and Data Analyst with superior analytical and mathematical strength. Deep knowledge of Fixed Income and Equity investment products. Work collaboratively with stakeholders at all levels, internal/external customers, brokers, portfolio managers, trading units, accounting, IT and reporting groups to create and generate wide array of customized reports. Flair for detail to expediently identify and resolve any reporting and data discrepancies. Superb interpersonal communication skills with proficiency in MS Office Suite (Excel, Access, Word, PowerPoint, Visio), Business Objects, SQL, Barclays Live, JPMorgan Markets, Morningstar Direct, Bloomberg, FactSet¸ and other applications. Established reputation for quality, exactness, and results. Outstanding ability to work independently as well as part of team.

Core Competencies
Reporting & Portfolio Analyst | Business & Data Analyst | Investment Reporting
Relationship Management | Fixed Income | Asset Management
Tracking & Analyzing | Project & Program Management | Problem Solving
Requirement Gathering and Analysis | Process Improvement | Customer Service | Profit Maximization

Relevant Highlights

• Spearheaded creation of company-wide FI reporting Data Warehouse system for NY-based FI strategies.
• Key contributor to development of critical client-specific report that was a significant deal closer.
• Simplified investment reporting procedures that resulted in a 50% decrease in reporting time and substantial reduction of errors.
• Supported establishment of a system that housed company-wide data at a centralized location, provided means to 'slice and dice' data for response to RFP's and brokers' requests, and netted a significant time savings with enhanced staff productivity at multiple units.

Career Progression

Confidential, New York, NY (4/2011 - Present)
Marketing Data Analyst
Prepare Fixed Income marketing, RFP and client reporting materials utilizing advanced Excel, Access, FactSet, Bloomberg, and other vendor and in-house custom applications. Perform data quality audit for internal and external sources; collaborate with key stakeholders at all levels to resolve data quality issues. Using business users' feedback, modify and create new analytical and market update reports, to better represent and market existing FI strategies. Serve as a main liaison between marketing and FI portfolio management groups for all FI related questions.

• Spearheaded creation of company-wide FI reporting Data Warehouse system for NY-based FI strategies. Designed the prototype database architecture, evaluated internal and external data sources, gathered business user and reporting requirements. The proposed design saved the company at least $250 million over the alternative proposals. The prototype design is approved and will be implemented in 4Q 2013.
• Optimized standard reports and procedures to ensure time savings and increased productivity.
• Developed new reporting procedures, user guides, and FI glossary for company-wide use.

Confidential, Florham Park, NJ (1/2007 - 4/2011)
Senior Business Analyst
Analyzed statistical and business data for fund reporting utilizing Business Objects, SQL, Access, Excel, and Word. Maintained investment database, created analytical reports, developed UAT plans and performed data quality audits, and disbursed information to internal/external clients. As a Registered FINRA Series 6 Representative, conducted research on potential funds and investment strategies, performed client portfolio analysis, and fund mapping. Worked closely with IT to create and test new data marts, BO universes and reports, and automate processes while modifying/enhancing existing reports.

• Recipient of "Special Achievement Award" for creation of custom fund fact sheet report for a major and established client that resulted in $1 Billion of additional business.
• Supported development of "Marketing Area Resource System" (MARS) as a subject matter expert with database and reports that generated substantial man-hour savings and quicker response time to RFP's and ad-hoc requests.
• Composed and implemented procedures and guidelines for all processed of the Investment Reporting Group and cross-trained team members in same.
• Created Excel macros for periodic performance reports that decreased preparation time and errors.
• Identified and corrected data errors on multiple client reports that pertained to index and portfolio data.

Confidential, New York, NY (12/2000 - 12/2006)
Fixed Income Portfolio Associate
Accountable for FI asset management of institutional and mutual funds for institutional and retail customers. Prepared and generated FI attribution and other portfolio analysis reports. Conducted trend analysis and disbursed portfolio structure/asset allocation reports and additional customized reports with securities mapping. Updated data marts with SQL and internal applications. Completed market and industry research via Bloomberg, Reuters, Fact Set, Yield Book, and other industry related applications. Compiled materials and made presentations on industry reviews.

• Created SQL queries that simplified retrieval of historical assets and other data utilized in RFP's and client reporting and disbursed new reports as requested by client base.
• Streamlined existing client and internal reports with advanced Excel functions that resulted in 80% reduction in preparation time.
• Developed, documented, and trained new associates in client and internal reporting processes and procedures.
• Served as main resource liaison for U.S. High Yield RFP's that included information gathering of assets data from managers and analysts and incorporated into historical portfolio.

EARLY CAREER as a Banking Assistant, Banking Investment Group, Donaldson, Lufkin & Jenrette Securities Corporation, Executive Assistant, William Greg Integrated Systems, and Administrative Assistant, TIGMAR.

EDUCATION

Bachelor of Science in Business Administration (Finance)
Bachelor of Science in Veterinary Science

Professional Development:
Fixed Income Securities and Fixed Income Portfolio Management courses, NYU School of Continuing and Professional Studies