Analytical and technologically savvy international MBA graduate, CFA® Charterholder and Professional Scrum Master™. Proficient in analyzing data, developing financial projections, building consensus, and executing business plans. Lifelong learner, currently enrolled in a data science certificate program enhancing my knowledge of Python, quantitative analysis, machine learning and AI. Full stack developer and computer science student in the previous millennium, currently focused on calculating portfolio performance attribution and risk metrics.
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Reporting to the Manager of Data Distribution, as part of a distributed team was responsible for ensuring the accuracy and timeliness of fund performance, client portfolio performance and associated attribution and risk metrics.
Reporting to the Manager of Enterprise Reporting and Data Analytics, as a Scrum team member used: SQL Server, Oracle, Excel, Power BI, DAX, and Python to create models and reports which calculated portfolio performance, portfolio holding characteristics, AUM, attribution, and portfolio performance contribution for clients, staff and external consultants.
Reporting to the Manager of Enterprise Reporting and Data Analytics, analyzed existing business processes, data sources, and coordinated report automation initiative. The project integrated data from Advent Portfolio Exchange, FactSet, Charles River IMS, and other sources into self serve Power BI dashboards and reports generated using SSRS.
Reporting to a Team Leader, taught private and online group lessons using Adobe Connect and EF's custom web based teaching platform.
Reporting to the Manager of Leisure Technology, responsible for upgrading and improving existing systems and researching the migration path for custom ColdFusion based extranet. Managed updates, bug reports and change requests for e-commerce websites using Agile/Scrum methodologies. Coding and mentoring provided in ColdFusion, JavaScript, HTML, CSS, and SQL.
Reporting to the CEO, responsible for management and strategic planning of industry cluster programs and projects at BOB. Provided business development services to inner-city connected businesses and entrepreneurs.
Reporting to the Director General and Chief Trade Commissioner of KOTRA Vancouver, researched companies, potential partners, legal requirements, industries, and markets in Korea and Canada. In order to increase foreign direct investment and trade I organized: promotional events, seminars, trade show pavilions, and business matchmaking opportunities.
Reporting to the VP of Sales and Marketing, conducted market research into and analysis of the following industries: forestry, construction, and mobile computing.
Reporting to the Head Teacher and Branch Manager, taught English as a second language to students ranging in age from high school student to retiree.
Reporting to a Senior Developer, developed a variety of internet and intranet applications using Apple's WebObjects. Participated in all phases of the software development lifecycle. Programming was done in both Java and Objective-C using Apple's Foundation Framework.