Highly experienced executive with strong qualitative, quantitative, and presentation skills and a background in startup firms as well as financial technology and portfolio intelligence for wealth managers and institutional investors. Leader of multiple high-performing teams managing high touch clients and delivering actionable insights for their decision making. Adept at thriving in fast-paced environments and adhering to tight deadlines while remaining calm, confident and professional. Recognized by co-workers and managers for creativity, dedication and exceptional work ethic, upholding internal standards and productivity goals to meet retention and business development targets. Represented integrity and professionalism in all areas of business, serving as mentor and role model to staff.
Skills
Management/Leadership Skills
Talent Selection, Development & Retention
Recruiting | Coaching | Mentoring
Data Analysis, Metrics and Reporting
Operations Management
Complex Project Management
Creative Solutions & Proposals
Strategic Business Planning
Resource Management
Investment Portfolio Insights & Due Diligence
Asset Manager Skillset Analytics
System Development & Implementation
Complex Reasoning & Problem Solving
Business Development
Relationship Building
Client/Investor Relations
Market trends and analysis
Risk management
Process Optimization/Improvements
Publications
Experience
05/2015 to Current
Vice President/Senior Associate/AssociateNOVUS PARTNERS INC. – City, STATE,
Reported directly to CEO as leader of 10-employee New York Department managing North East territory of 80+ high-touch hedge fund, family office, endowment, and fund of funds clients with an aggregate asset base of nearly $2 trillion
Worked across leadership functions with oversight of all daily operations, including supervision and delegation to ensure optimal productivity and effective coordination with offshore data teams
Provided expertise to clients to improve investment decision making through impactful data analysis, data management, reporting and by offering a detailed view of portfolio characteristics and manager skillsets
Used Python, SQL, VBA, and Excel to improve quality, turnaround time, and accuracy of client deliverables
Managed revenue strategies and customer engagement tactics for the company's largest clients; fostered relationships with key stakeholders to enhance retention and generate contract upsell opportunities
Automated product utilization reports through the Segmentation and Indicative software to identify at-risk clients
Managed RFP submissions and negotiated client contracts while also coordinating with Head of Manager Relations
Employed Hubspot and Salesforce as CRM software to track communications, prepare proposals and execute contracts
Cross-trained on Business Development responsibilities to expand duties and developed a thoughtful and strategic partnership with senior business leaders to drive brand success
Represented company at investment industry events, including seminars, conferences, and networking assemblies, to promote products, establish relations and identify new sources of revenue
Executed personnel recruitment campaign and occupied role of technical and knowledge leader assisting with training program to build foundational knowledge of product, tooling, and culture
Active member of company Mentoring Program and Social Committee
Contributed written content, analysis, and research to blogs and white papers that showcased the unique value of Novus analytics, often working in tandem with Research and Marketing to maximize impact
Collaborated with Head of Product and Engineering as Product Specialist and Functionality Adoption Manager responsible for QA, user documentation, Go-To-Market plan, Roll-out campaign, and post-release impact monitoring
07/2012 to 05/2015
Analyst/Associate/Research AssociateNERA ECONOMIC CONSULTING – City, STATE,
Worked with multiple groups within both the Securities and Finance and the Antitrust Divisions on several high-profile cases
As project leader, used analytical and management skills while gaining experience in task delegation and resource utilization
Collected market, industry, company, and competitor information using Bloomberg, FactSet and SEC filings; Reviewed, summarized, and analyzed industry trends
Managed large data sets and wrote STATA programs to conduct sophisticated analytical tests the results of which were later summarized in Excel and used to create detailed demonstratives presented to counsel
Designed and built quantitative models; Applied econometric analysis to economic and financial data
Drafted market crisis chronology using market data from Bloomberg and news articles from Factiva
Modeled future cash flows for subprime deals using INTEX and presented summaries of the results. Was one of only four people in the company trained in the use of INTEX
Direct client interactions and collaboration; Created, formatted and reviewed PowerPoint presentations for meetings with clients or General Counsel; Drafted memos and reports submitted to the court; Participated in client calls and team meetings taking the lead on several occasions
Ran Excel training for new hires and interns during 2013 and 2014
Leader of company Researchers Social Committee and Mentoring Program
06/2011 to 08/2011
Equity Research Summer AnalystCREDIT SUISSE – City, STATE,
Provided strategic, industry, company-specific and macro-economic analysis for investment ideas; worked with other analysts to create financial models including projections and valuation analyses as the basis for making investment recommendations
Updated Chemicals Sector Marketing Book and performed routine quantitative and qualitative activities to support the Sector Group’s stock picking and monitoring processes
Collected, summarized and analyzed information from various sources, including databases, reference works, and online sources
06/2010 to 08/2010
Equity Research and Investment OperationsMANNING AND NAPIER – City, STATE,
Boutique wealth management and investment advisory firm managing over $30 billion
Completed Market Overview Project on closed-end funds for the Quantitative Strategies Group
Worked closely with analysts to complete a comprehensive investment recommendation for the firm’s Technology Fund
Participated in regular meetings of the Equity Research Department and other groups of the company
Completed monthly Reconciling Operations for the firm’s accounts and collaborated with Investment Operations groups
Education
Expected in 05/2012
Bachelor of Arts: Financial Economics With Honors, Magna Cum Laude University of Rochester - Rochester, NY GPA:
Triple Minors in Business, Mathematics and Statistics
GPA: 3.87/4.00, Dean's List 8 of 8 eligible semesters
Elected to Phi Beta Kappa
Awarded High Distinction and Honors in Research in Financial Economics
Certifications
Chartered Alternative Investment Analyst (CAIA) Level II Candidate (March 2020)
Chartered Financial Analyst (CFA) Level II Candidate (June 2021)
Activities and Achievements
Director of the Energy Sector for the Meliora Capital Investment Club,
Teacher Assistant for Quest Calculus II (Fall 2009) and Multidimensional Calculus (2010 and 2011)
Member of Omicron Delta Epsilon
VP of PACE for National Society of Collegiate Scholars
Languages
Fluent in Italian, Spanish, and Albanian, Conversational in the French, Novice in Russian
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