Talented Investment Analyst with exceptional financial background. Demonstrated track record of producing relevant, concise analysis in high pressure, time sensitive environment. Possess keen understanding of financial concepts and strong ability to communicate effectively with colleagues and clients. Level 1 candidate in CFA program. Adept at using Microsoft Office Suite.
Microsoft Office Suite: Excel, PowerPoint, Office, and Word
Investment Analyst February 2015 to CurrentAon Hewitt Investment Consulting － Norwalk, Connecticut
Level I Candidate in the CFA Program Construct and analyze investment performance reports for Defined Benefit and Defined Contribution clients of Aon Hewitt's investment consulting business Responsible for the analysis and reporting of roughly $25 billion in client investment assets Monitor changes in investment universe including manager changes, industry trends, etc.
Perform ad hoc performance analysis in fast paced, deadline driven environment.
Investments Representative June 2014 to February 2015Fidelity Investments － New Haven, Connecticut
Provide comprehensive retirement and wealth accumulation planning for clients with under 250K of investable assets.
Educate clients on complex financial principles in a simplified manner.
Excellence in Action" award winner for Fidelity's New England market.
Financial Representative February 2013 to June 2014Fidelity Investments － New Haven, Connecticut
Uncover opportunities for Account Executives through client engagement in the branch.
Provide market commentary notes to New England Fidelity Branches.
Process and monitor large-dollar wires and account transfer requests.