Senior Analyst Enterprise Solutions Resume Example

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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Multifaceted and goal-driven professional, offering broad-based experience in financial services, project management, client service, and business development within the asset and wealth management sector. Adept at analyzing complex financial statistics to aid in the portfolio construction, data analytics, performance attribution, investment research, strategic business planning/implementation and asset allocation. Keynoted for managing multiple business operations. Proactive team player, with well-honed communication, problem-solving, and multitasking skills.

Work History
Senior Analyst, Enterprise Solutions, 05/2014 to Current
FedexEatontown, NJ,
  • Managed projects aimed at developing, marketing, and selling new content and custom asset and wealth management solutions, including fund and portfolio fact sheets, analytics, manager search, due diligence templates, as well as asset allocation and optimization
  • Developed customized/sophisticated analytics and reporting tools for clients for purpose of investment strategy research and positioning of mutual funds, ETFs and separately managed accounts for sales/marketing
  • Performed performance attribution and returns-based style analysis to identify drivers of performance and factor exposures for funds, portfolios and indices. Implemented customized rating systems for funds and portfolio holdings based on performance, risk measures, management, expenses and style metrics
  • Used firm's asset allocation and optimization module to help clients develop model portfolios across both broad asset classes and factors.
  • Worked with large wealth management and research groups to build and support surveillance systems to monitor changes in fund's exposures to style factors
  • Collaborated with portfolio/fund analysts, and management teams across asset management industries to visualize investment strategy
  • Performed in-house fund and alternative investment analysis; calculation and methodology testing and replications
  • Identified, defined and documented requirements from clients in business statement of work document. Managed project scope and client expectations throughout development life cycle
  • Performed in-depth testing for new and existing desktop/web-based applications. Collaborate with development teams to provide analysis and recommendations for new products and/or content enhancements
  • Participated in new software releases, fact sheet production, portfolio and plan review methodology implementation in financial software
  • Strategized on direction our web product, Stylus Web, will take in future, including new features, target audience, and scope of project
  • Played a key role in developing the new “model portfolio” functionality enhancing plan-level reporting and TDF analysis tool

Career Highlights:

  • Spearheaded the design and launch of firm's new target date fund (TDF) analysis and reporting solution, called TDF Radar, which generated over $250K in revenue within the first 24 months
  • Designed the the plan-level report templates for detailed analysis of plans and underlying funds managed by retirement plan sponsors to show performance, risk measures, style exposures and scores against their category-based peer groups and benchmark indices
  • Led the design of model portfolio analysis tool, both Risk and Target-date-based and researched the list of asset class and factors
  • Served as top-level expert of MPI Stylus Pro, Stylus Web, and other financial research and reporting technologies with responsibility for training our 250 clients that include BlackRock, T. Rowe Price, Fidelity, Legg Mason, Wells Fargo, Prudential, RPAG and UBS
Financial Analyst Intern, 07/2013 to 08/2013
Gpm InvestmentsSulphur Springs, TX,
  • Collaborated in Capital Investment Analysis and created global view of capex, cash flows, NPV and IRRs to select profitable projects. Identified rationale, objectives and risk for business goals, updated monthly capex and assisted in financial budgeting
Associate Design Engineer, 06/2010 to 07/2012
Stryker CorporationCity, STATE,
  • Developed PRO/E, CAD Models/Drawings and performed quality assurance for successful project completion
  • Researched market size and firm profitability of a potential new product in emerging market and made recommendations. Collaborated with business leaders to implement financial planning model providing detailed cost-benefit analysis
Master of Science: Mathematical Finance, Expected in 2014
Boston University Questrom School of Business - Boston, MA

Concentration: Risk Management and Quantitative Analytics

Bachelor of Science: Mechanical Engineering, Expected in 2010
Delhi College Of Engineering - New Delhi, India

SQL, Python, R, Excel, VBA, Machine Learning, Advanced Excel

Microsoft Office, Visio, JIRA, Salesforce, CRM


CFA Institute: Passed CFA Level II

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Resume Overview

School Attended
  • Boston University Questrom School of Business
  • Delhi College Of Engineering
Job Titles Held:
  • Senior Analyst, Enterprise Solutions
  • Financial Analyst Intern
  • Associate Design Engineer
  • Master of Science
  • Bachelor of Science

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