Seeking an Analyst or Associate position that utilizes my knowledge and experience in Portfolio Management, Financial Services, Operations and System Processes, Investment Strategy, and Project Development.
Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Factset, IKON.
Brown AdvisoryBoston, MassachusettsPrivate Client Relationship Analyst07/2014 to Current
Researching and analysis of potential equity, fixed income and alternative investments towards implementing portfolio
analysis for high net worth and institutional clients
Thorough understanding and usage of external, and internal information systems such as Galileo, APX, Wealth Central, SEI
Assisted Portfolio Managers with day to day operations of portfolios with strict due diligence and adherence to
bank/industry compliance regulations
Responsible for the submission, processing, and reconciliation of Assets including cash, individual stock, mutual funds,
and Fixed Income Holdings
Owning New Account openings and overseeing the process throughout its entirety from client information acquisition, to
paperwork execution, and initial account funding
Creation of fundamental portfolio composition structures throughout a variety of account types such as Individual
Accounts, IRAs, Trusts, and LLCs
Coordination of client information between outside client advisors and various partner relationships.
TIAABoston, MassachusettsBusiness Analyst05/2013 to 07/2014
Designed and maintained Institutional reports for Client Integrated Teams
Identified and communicated to Advisor teams potential key influencers within a given institution reaching the set goal of
55% Key Influencer engagement
Assisted in the creation of reporting templates within OBIEE for Advisor and Director Meetings, Business Plan Generation
and Director to Advisor Coaching
Produced and distributed client reports for Wealth Management Directors and their Advisor teams in order to assist in the
process of strategically engaging with potential clients at their respective institution.
Commonwealth of Massachusetts Financial ServicesBoston, MassachusettsLegislative Analyst02/2012 to 09/2012
Executed budget amendments for projects such as the new foreclosure bill
Constructed and revised memos, budgetary documents and press releases.
Generated reports for Representative Budget Usage.
Biddingforgood.comCambridge, MassachusettsClient & Account Services Intern02/2009 to 08/2009
Assisted with auction participants in understanding online auction tools and system
Participated in locating and communicating with auction product contributors
Oversaw the development and launch of new auction sites.
Education and Training
Bachelor of Science:Business Administration Finance - Corporate Finance and InvestmentSuffolk University, Sawyer Business School, Boston, MassachusettsBusiness Administration Finance - Corporate Finance and Investment 3.37 Griffin Honors Scholar
Financial Markets, Mutual Funds, Investment Analysis, Portfolio Management, Operations
Management, Accounting, Management & Information Systems, Strategic Business Planning, Statistical Methods.
Oral and written proficiency in Spanish.
Accounting, Budget, Business Plan, Strategic Business Planning, Coaching, Oral, Client, clients, due diligence, equity, Financial, Fixed Income, Funds, Information Systems, Investment Analysis, investments, Director, Meetings, Microsoft Access, Microsoft Excel, Microsoft Powerpoint, SharePoint, Operations
Management, Oracle, press releases, reporting, Researching, Sage, Siebel, Spanish, Wealth Management, written, composition