Analytical CFA® Charterholder and MBA with deep experience in data analysis, financial modeling, and business intelligence. Currently pursuing the Certificate in Python for Finance (CPF) to further develop expertise in Python, machine learning, and AI. Former full stack developer passionate about leveraging data to drive business outcomes.
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Reporting to the Manager of Data Distribution, as part of a distributed team responsible for ensuring the accuracy and timeliness of fund performance, client portfolio performance and associated attribution and risk metrics. Calculations performed in SimCorp Dimensions, SQL Server, Excel and Power BI.
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, netflows, and portfolio performance attribution 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.