Responsible for the day-to-day operations of the portfolio of clients. Worked with the compliance team to ensure that all client information was accurate and in accordance with the company policies.
Developed and implemented credit rating models for the portfolio of the firm. This included the development of a new model to track the performance of the client.
Analyzed and researched derivatives and other financial solutions to ensure that the client was in line with the investment policy.
Pls Financial Services
Provided daily reports to clients and traders on cash flows, credit risk, and liquidity needs. Created and maintained a database of all types of transactions.
Performed quantitative analysis of securities and investments to determine the best investment strategies for the client. Developed and implemented a new process to track and report on the performance of the portfolio.
Provided support to the trading desk and the traders in the development of the investment portfolio. Developed and maintained a model to track the performance of the portfolios.
Designed and implemented a new process to track and report on the sales of the company. This included the creation of a new product line, tracking and monitoring the progress of the project.
Prepared presentations for the Board of Directors and executive Committee. Assisted in the preparation of the annual operating plan.