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Quality Assurance Manager

Location:
Lorton, VA
Salary:
$50,000-$55,000
Posted:
May 18, 2017

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Resume:

John Kimble

**** ******* *** ******, ** *****

571-***-****

ac0dme@r.postjobfree.com

Education: Virginia Polytechnic Institute & State University

B.A. Degree, Economics

Experience:

Hulbert Ratings LLC

Subcontractor (June 2016- present)

•Calculate portfolio returns for 17 investment advisors

•Collect and archive all data necessary for calculations

•Research and solve corporate actions for database

•Finalize and report monthly returns to company owner

Hulbert Financial Digest (Subsidiary of Marketwatch/Dow Jones)

Chief Portfolio Analyst (June 1997- March 2016)

•Supervised team of 5-7 analysts

• Increased the number of investment advisories monitored by 40%

•Managed and calculated returns for over 300 hypothetical model portfolios requiring extreme attention to detail

•Finalized and reported all portfolio calculations

•Calculated and maintained market timer sentiment database

•Handled fulfillment of sentiment product, communicated with and recruited new clients, handled billing and reported all related financials to Dow Jones accounting

•Edited monthly newsletter and worked with managing editor

•Communicated effectively with members of media

•Wrote short pieces for the MarketWatch website

•Hired and trained new employees

Hulbert Financial Digest

Portfolio Analyst (January 1993- June 1997)

•Reviewed and archived all aspects of advice provided by assigned advisory services

•Managed and reviewed all pricing data necessary for portfolio calculations

•Executed all necessary transactions in the hypothetical newsletter portfolios that are maintained in the Hulbert Financial Digest’s simulated trading environment

•Audited performance calculations of those portfolios made by the Hulbert Financial Digest’s performance monitoring system

•Audited the work of other analysts as part of a quality assurance process

•Attended trade shows to interface with clients and prospective clients

Hulbert Financial Digest

Circulation Manager (February 1992 – January 1993)

•Handled fulfillment for all new orders

•Processed changes of address, cancellations, refunds and miscellaneous subscription needs

•Answered customer questions regarding their subscription and contents of the publication

•Processed credit card transactions and made bank deposits

Computer proficiency: Microsoft Excel, Microsoft Word, SQL, Visual Foxpro, Pagemaker



Contact this candidate