Financial Analyst
Resume:
Lori Longenbach
**** ********* ****, ***********, ************ 18051
****.*.**********@*****.***
Financial Analyst
Qualifications Profile
Dynamic, results-oriented, and analytical professional, with extensive background in operations and client service within the
finance industry. Skilled at providing financial information through data research and evaluation and reports preparation. Armed
with proven ability to assess operational effectiveness of controls and procedures as well as provide recommendations on leading
practices to ensure compliance with established financial guidelines. Effective at prospecting and establishing strong and long-term
relationships with colleagues, high-profile clients, and target market. Areas of expertise include:
Risk Mitigation Time Management and Prioritization Client Account Management and Services
Cash Management Account Auditing
Professional Experience
BlackRock Princeton, NJ (2005–Present)
High-Net-Worth Client Portfolio Specialist (Fixed Income) Aug 2010–Present
Spearhead all aspects of operational management including book-of-accounts, account contact information, balances, and transactions;
while adhering to standard policies and procedures and client strategies
Take charge of generating comprehensive and accurate client performance reports monthly and quarterly as well as preparing and
organizing visual presentations for client meetings
Closely work with financial advisors in processing contract information, determining appropriate client investment guidelines, as
well as on credit downgrades which have negative impacts on client portfolios
Assume accountability in thoroughly reviewing investment policies as well as managing the finalization of accounts; including
reporting and benchmarking of security and portfolio restrictions such as duration, maturity, yields, and coupons
Resolve financial advisors’ issues in relation to account strategies, restrictions, fee discounts, and annual fees in BPS while
training client associates on BlackRock online systems
Oversee the entire processes for minimum balance requirements, withdrawal requests, and fees charged, while preventing negative
balances in accounts by creating accounting cushions
Key Highlights:
Earned recognition and received selection to join the largest Private Investor Fixed Income Portfolio Manager’s Team, helped
significantly increase assets under management from $4B to $6B
Received promotion to supervisor preceding the merger of Merrill Lynch Investment Managers and BlackRock
Played an integral role in executing trades of cash and investment commitments for 612 trade accounts worth $6B; while fulfilling
trades for the Portfolio Management Team and playing significant part in all of the portfolios
Managed Account Team Portfolio Specialist (Fixed Income) Mar 2009–Aug 2010
Performed evaluations on individual securities prior to placing trades on highly customized transactions, while providing first-rate
reviews on investments in municipal fixed income accounts
Effectively prioritized and spearheaded buy/sell decisions, while managing overall process of executing trades and investing
deposits on 2,000 accounts worth $2B
Managed Account Team Portfolio Specialist (Equity) May 2008–Mar 2009
Assumed full accountability in handling and trading customized equity accounts, raising funds, and increasing cash allocations, as
well as investing deposits for 16 portfolio managers managing 13,000 accounts with an equivalent value of $12B
New Accounts Supervisor Sep 2006–May 2008
Facilitated hiring and training of 12 specialists in processing new accounts, contracts, and client-service inquiries
Administered collection and evaluation of client performance while auditing accounts and contracts
Made major contributions in successfully reducing inaccuracy and achieving cost savings by effectively utilizing targeted-training
strategy in processing internal audits prior to authorizing accounts for trading
Took charge of reconditioning the processes of account setup and contract review, which eliminated two corresponding procedures
Earlier Position Held:
New Accounts Specialist
Education
Bachelor of Science in Business Administration - Rider University Lawrenceville, NJ
Professional Development
Financial Industry Regulatory Authority (FINRA) Licenses:
Series 7: General Securities Representative Examination (GS)
Series 66: Uniform Combined State Law Examination
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