Product Analyst Resume
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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
