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Product Analyst Resume

3.00/5 (Submit Your Rating)

New, YorK

SUMMARY

  • Financial Analyst wif over 10 years of hands - on experience as an innovative contributor, leveraging PMP credentials and experiences in financial services to solve various business needs.

TECHNICAL SKILLS

  • Financial Analysis
  • Financial Modeling
  • Accounting, Budgeting Analysis & Forecasting
  • Ad-hoc reporting
  • Product Strategy
  • Database Query - SQL
  • Project Management (PMP, ITIL, CSM)
  • MS Office Suite: Excel (pivot tables, vlookup, etc.),
  • Visio, Word, PowerPoint, Projects
  • Data visualization - Tableau

PROFESSIONAL EXPERIENCE

Confidential, New York

Product Analyst

Responsibilities:

  • Gathered, analyzed, interpreted and maintained KPI data from various sources.
  • Analyzed and reported on client performance and utilization data, including client profiling
  • Performed Industry trend analysis, including active monitoring of external influencing factors; determining potential impact
  • Performed numerous Ad hoc analyses for Senior Managers

Confidential

Product Manager

Responsibilities:

  • Performed detailed reviews of existing product portfolio to determine product performance and continued feasibility, resulting in a more simplified suite of products
  • Contributed to spawn innovative ideas and conceptualize preliminary assessment for product development
  • Conducted new product post-launch assessment using outcomes and feedback to more effectively implement additional changes to the product to ensure continuous improvement
  • Successfully developed dashboards used in product and fee management by expert utilization of pivot tables and business objects resulting in more robust fee and product pricing strategies
  • Carried out monthly budget monitoring which included variances analysis of actual versus forecasted expenditures on launch of new products

Financial Analyst

Confidential

Responsibilities:

  • Created financial models used in the pricing of corporate bonds not stored in Bloomberg ensuring the accurate value of all marketable securities
  • Assisted wif financial analysis, forecasting and risk assessment of investments wifin managed investment portfolios to mitigate against the inherent risk associated wif investments
  • Supervised project involving the centralization of all asset prices managed wifin the organization, which resulted in consistent asset prices throughout the organization
  • Created an automated process for pension transactions; documented process for implementation reducing portfolio update time from approximately 3 days to 3 hours
  • Meticulously prepared quarterly performance reports, supplementary financial statements and strategy reports to the Board of Trustees and other stakeholders ensuring compliance wif regulators and service level agreements (SLAs)
  • Developed Fixed Income Bond Allocation tool which led to a standardization of recommendations as well reducing client portfolio creation from hours to minutes
  • Conducted in-depth analysis and reporting on all asset management portfolios, and assists asset management wif timely completion of all performance and regulatory reports for all portfolios under management
  • Performed numerous Ad hoc analyses for Senior Managers across different business units

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