Manager Management

Yili C. Kilpatrick

** ****** ******, *******, ** 10502 • 347-***-**** • ************@*****.***

www.linkedin.com/in/yilikilpatrick

Professional Profile

Reliable, committed, and enthusiastic professional, with the capability to fill several strategic, financial and investment roles. Accurate and highly ethical in all work-related projects; proven ability to independently prioritize projects and work effectively in a high volume processing environment.

Experience

Colonial Consulting LLC New York, NY Research Analyst, Research 06/14 – 03/16

Responsible for investment portfolio manager searches, data collection and entry, and performance attribution across asset classes (fixed income, commodities, U.S. equities, international equities, hedge funds, private equity/venture capital)

Evaluate fund managers (e.g., performance, investment philosophy, tenure/investment experience) and assign ratings to support consultants’ investment recommendations

Collaborate with research team in the performance of monthly and quarterly fund manager due diligence process

Collect and maintain investment manager strategy exposure data and documentation

Participate in firm research meetings and prepare written recommendations

Collaborate with consultants to assist in review of portfolios using specific research tools and models

Mitsubishi International Corporation New York, NY Risk Coordinator, Non-Ferrous Metals Division 06/11 – 04/14

Responsible for reviewing trading-related activity (e.g., daily trading activity, position reconciliations, price reports) for aluminum trading desk (Mitsubishi is the #2 aluminum trading company in North America)

Review daily position and price control reports to ensure that all positions are accurately and completely priced

Calculate daily raw metals P/L based on independent price feeds and adjustments for carrying costs

Monitor risk and price sensitivities consistent with internal risk management policies

Monitor counterparty credit limits to ensure that they are within internal insurance limits

Serve as the designated business process liaison for system enhancement requests; test system changes

Mizuho Corporate Bank Ltd. New York, NY Proprietary Trading Assistant, ALM Front Office 02/07 – 05/11

Provided research and processing assistance to eight senior traders in support of prop trading operations covering various products including government agency bonds, mortgage securities, and derivatives on global exchanges

Supported the execution of U.S. treasuries and futures transactions by ensuring proper recording on a timely basis; verbally confirmed trades with brokers and monitored electronic feeds to ensure that all trades were imported

Identified discrepancies and provided appropriate resolution in order to reconcile trading activity and balances between middle and back offices systems

Interacted with the accounting department to reconcile P&L with clearing firms

Education

Baruch College, Zicklin School of Business New York, NY Executive MBA 09/15

Marist College Poughkeepsie, NY BS in Biology 05/06

Certification

American Management Association New York, NY Fundamentals of Finance and Accounting Program 01/14

American Management Association New York, NY Strategies for Developing Effective Presentation Skills 08/12 American Management Association New York, NY How to Sharpen Your Business Writing Skills 10/11 New York University, SCPS New York, NY Portfolio Management 05/10

JLPT Tokyo, Japan Japanese-Language Proficiency Test Level 1 12/98

Skills & Languages

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Access)

Investment Tools (Bloomberg, Trade-Web, Thompson Reuters, Markit-wire, eVestment, and MPI)

Fluent in Japanese and Chinese, including English

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