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Summary
I am an experienced analyst working within the Institutional Implemented Consulting team at Russell Investments. I am looking for an opportunity to utilise and expand my skills in investment policy, asset class structure and XXX while maintaining and expanding a diverse client group. I am a motivated and dedicated professional known for punctuality, persistence and diligence.
Experience
08/2018 to CurrentImplemented Consulting AnalystCsc | Tallahassee, FL,
Developed and maintained successful relationships with clients (including superannuation funds, endowments and foundations) and external stakeholders
Liaised with internal stakeholders including fund operations, performance and reporting and the investment division team on all issues related to clients and prospects
Responsible for the delivery and quality of reporting materials to internal stakeholders and clients and producing comprehensive, tailored and accurate investment performance reports including written analytical commentaries and investment presentations
Technical mathematical modeling, including strategic asset allocation modeling
Provide support to Client Relationship Managers for clients and prospects on a day to day operational basis (for example, assisting in responding to client queries)
Attend and present at client's quarterly investment board meetings to provide an update on investment performance and the market environment and outlook. Also yearly updates on strategic asset allocation reviews, health checks of current investment strategies and stress and liquidity testing
10/2017 to 08/2018ParalegalSnc Lavalin | Bridgeport, CT,
Organized client calendars, prepared mailings and handled high call volumes
Identified and analyzed legal documents, discoveries and contracts
Digital dictation and word processing
Compiling court documents, court filings and general filing management
03/2015 to 10/2017Intern & Administrative AssistantApt Wealth Partners | City, STATE,
Entering and updating information on workplace database to improve and enhance quality of service provided to clients
Daily confirmations of trades placed for clients involving monitoring markets, navigating platform websites and emailing clients
Working alongside the compliance department and undertaking activities including proof reading documents, updating and handling confidential documents and assisting with projects
Working alongside the insurance department and completing tasks involving updating insurance policies and communicating with insurance clients and insurance companies
Education and Training
Expected in 2019Investment Foundations Certificate | CFA Institute, Sydney, GPA:
Expected in 11/2018Bachelor of Laws / Bachelor of Commerce | Macquarie University, North Ryde, GPA:
Expected in 11/2013High School Diploma | Kambala, Sydney, GPA:
Skills
Stakeholder relations
Presentation skills
Ability to analyze reports
Communication and advocay skills
Problem solving and negotiation skills
Time management and team work skills
Accomplishments
Macquarie University Robert Menzies College New Member Scholarship
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