A results-oriented investment professional with 7+ years of Asset Management experience in finance, strategy, and risk management functions. Achievements include guiding businesses to achieve sustainable operational excellence through business transformation, process improvements, and risk mitigation. Hands-on experience in building advanced excel models related to forecasting, profitability analysis, and corporate valuation. Proven ability to research and extract insights from complex data and translate them into strategic solutions. Proven ability to plan and execute global risk management projects impacting multiple functions in order to drive change. Strong understanding of investment management processes, financial products, and portfolio strategies. Experience in building and maintaining strong relationships with executive stakeholders across a global matrix-structured organization, and acting as a consultant to support strategic initiatives and address potential risks in a timely manner.

Highlights:

• Financial Industry
• Management
• Wealth Management
• Assessments
• Equity
• Fixed Income
• Investment Management
• Portfolio Management
• Product Development
• Strategic Initiatives
• finance
• audit
• excel
• Risk Management
• Asset Management
• Financial Analysis
• Data Analysis
• Excel
• PowerPoint
• Alternatives
• Hedge Funds
• Private Equity