Project Manager Management
Resume:
Sarah White *** East **rd Street, Apt W*H
New York, NY 10065
*********@*****.***
I’m a dedicated Investment professional who loves problem solving. I’ve worked in all levels of an
investment advisory firm for ten years, and I’m excited to find a position where I can help a company
improve their business processes and performance.
Boston University School of Management
Bachelor of Science in Business Administration May 2002
Education
Dual Concentration in Finance and Organizational Behavior
Fiserv APL, Bloomberg, Capital IQ, Financial Modeling, Microsoft Office, SPSS,
Skills
Wincross, WebSurveyor
Estabrook Capital Management LLC, New York, NY
Experience
Vice President of Operations, July 2012 – Present
Core Responsibilities:
• Oversee and manage newly-formed Operations department to ensure proper
controls and efficient processes are in place
• Evaluate operational tasks across all aspects of the business including Trading,
Cash Management, Account Maintenance, Compliance, Billing, New and Closed
Accounts, GIPS, Reconciliation, Proxy Voting, Technology, HR
• Partner with COO in a range of on-going business initiatives
• Support Executive Committee with the processes of revenue recognition,
forecasting and budgeting
• Coordinate with PEO to manage HR responsibilities such as payroll, benefits and
employee compensation
• Manage Operations staff of 8 employees
• Project Manager on new office build out
Achievements:
• Decreased portfolio model change implementation from 5 hours to 1 by better
utilizing trade functionality within Fiserv APL and shifting order of reconciliation
and trade operations.
• Lowered standard deviation within GIPS model composites to +/- 5 bps by
implementing dynamic models and creating cash and security drift tolerance
levels and standard rebalancing procedures
• Implemented standard GIPS verification procedures allowing for quicker
completions of quarterly performance verifications
• Liaison with IT provider to transition firm’s email and file servers to the cloud,
saving the company $10,000 annually in IT service and maintenance costs
• Reduced firm’s total operating overhead by 4% from 2012 - 2013 by
renegotiating vendor contracts and eliminating extraneous expenses
• Slashed payroll & benefits costs by 7-9% annually by partnering with PEO for
continuation and enhancement of HR/legal services
• Improved accounts receivable turnover time by 15 days through aggregating client
invoices across custodial relationships
Equity Analyst, October 2010 – June 2012
• Provided research support to Director of Research
• Prepared and maintained financial models for companies across all sectors
• Projected company earnings and stock valuation using ratio analysis and
discounted cash flow analysis
• Gathered economic data to assist in developing the firm’s macroeconomic view
• Participated in daily morning meetings to update Investment Policy Committee on
company specific news
• Prepared Power Point presentations for making investment recommendations
Associate, October 2004 – September 2010
• Assisted two Portfolio Managers with responding to client inquiries and requests
including cash transactions, account openings/transfers, security transfers and trade
orders
• Used Fiserv APL to reconcile accounts monthly, enter trades on a daily basis,
maintain security information, solve performance issues and maintain GIPS
compliant composites
• Established GIPS policies and procedures and verified performance on a quarterly
basis with outside auditor
• Responsible for billing clients, tracking receivables and depositing checks on a
quarterly basis
• Acted as liaison to firm’s accountant; reconciled corporate bank accounts on a
monthly basis
• Assisted Marketing Director in business development by maintaining investment
manager databases and updating marketing materials annually
• Contributed investment ideas to our internal investment fund
Atlantic Research and Consulting, Boston, MA
Market Research Analyst, August 2003 – August 2004
• Coded and processed data from mail, phone and web surveys in SPSS and Access
• Programmed online surveys to ensure data collection was easy and accurate
• Read and interpreted banner tables to provide qualitative analysis to clients
Asset Disposition Management, Boston, MA
Closing Coordinator, October 2002 – July 2003
• Maintained a $3 million portfolio of bank-owned properties
• Coordinated efforts among banks, lenders, and brokers to close properties based
on a 30-day deadline
• Controlled closing costs by reviewing and approving settlement statements,
receiving funds, and invoicing bills
• Handled legal documents such as contracts, HUDS, titles and deeds on a daily basis
Contact this candidate