Senior Analyst, Enterprise Solutions Resume Example

• 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
• Communicated with financial advisors to determine areas for portfolio improvement through quantitative performance, risk, and factor attribution analysis

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