Ryan Yarde ad3q63@r.postjobfree.com

www.linkedin.com/in/ryan-yarde-156aaa75 New York, NY 718-***-**** OVERVIEW: Dynamic, highly accomplished and well-respected business professional with 9+ years of experience in finance and investments. Specializes in analyzing asset manager portfolio strategies, performance analysis, due diligence and cost/expense efficiency. In both self-starting and team environments, successfully taken on tasks and projects resulting in onboarding large internal applications, significant reduction to firm expenses and management of assets valuing in over billions of dollars. Proficient in Microsoft Office applications and Bloomberg terminal. SUMMARY: Investment Analysis & Insights Highly analytical, dedicated, and goal-driven professional with distinct ability to analyze investment opportunities and determine the best course of action for clients, while considering specific needs, scope of business goals, and fiscal capacity. Effectively provide strategic insights supporting business development and drafting standards designed to support financial practices, ensure compliance, and improve risk management for business transformation.

Financial Analysis & Reporting Proficient in being able to develop integrated revenue/expense analysis, projections, reports, and presentations while spearheading initiatives for effective process of service delivery through integration of different finance functions to centralized operations. Ensure financial information has been recorded accurately while performing financial forecasting and reconciliation of internal accounts. Proven track record of honesty, reliability, strategic communication, and ability to advise the senior team to deliver best results. Process Streamlining Extensive experience in delivering process improvement and seamless execution that supports complex client wealth/investment needs, operational efficiency, revenue growth, market strategy, and risk mitigation. Draw upon expertise in program coordination, strategy development, operational optimization, and budget administration to support major initiatives and goals.

Strategic Leadership/Integrity Leverage business savvy to determine client expectations to foster Partnerships and drive investment strategies. Adept at providing professional services with honesty and integrity, while consistently exceeding goals and expectations. Have a demonstrated track record of outstanding service; a calm, dependable professional who devotes every effort to achieving the best results. KNOWLEDGE • Investment Analysis • Financial Modeling • Investment Performance Analysis

& EXPERTISE: • Subject Matter Expertise • Cash Flow Analysis • Strategic & Innovative Thinking

• Data Research & Admin. • Revenue Generation • Technological Solutions Delivery

• Client Experience Mgmt. • Forecasting/Reporting • Financial & Operational Reporting

• Regulatory Compliance • Risk Mitigation/Avoid • Strategic Planning & Implementation PROFESSIONAL THE MINISTERS AND MISSIONARIES BENEFIT BOARD Aug 2020 to Nov 2023 EXPERIENCE: Investment Analyst New York, NY

• Manage and update daily strategy rebalancing sheets for funds managed while organizing and maintaining Investment Manager reports and files in systematic retention formats. AUM for all funds totaling just under $3 billion.

Highlights Hold quarterly review calls with asset managers to review portfolio performance and discuss market outlooks and use acquired data to make thoughtful conclusions/decisions.

Translate finance reporting and risk metrics into business insights, while influencing new investment decisions, including future scenario analysis for sustainable growth.

Create, maintain, and annually update due diligence questionnaires for current and prospective asset managers.

Research data on investment firm from investment consultant website and scheduled capital calls for asset managers.

Significantly contributed to reducing the number of asset managers, thereby lowering management fees and expenses.

CITIGROUP Jan 2018 to Dec 2019

Business Analysis and Regulatory Reporting Lead, (2019) (Contract Role) New York, NY Global Functions Technology Project Management Office

• Proactively collaborated with delivery teams for status monitoring and reporting on the application development portfolio, focusing on key work efforts and modifications in the book of work for management.

Highlights Demonstrated expertise in introducing innovative burn rate reporting metrics which create early alerts to avoid project overspending.

Produced and managed a book of regulatory reporting views studied by the Management Team on a weekly basis, containing the following:

- Financial and qualitative metrics of regulatory application development efforts.

- High-level portfolio insights.

- In-depth analysis of the individual program, project, and milestone delivery and health. Ryan Yarde

PROFESSIONAL CITIGROUP (Continued)...

EXPERIENCE: Client Metrics and Reporting Lead, CTO – Strategic Business Analysis Group

• Shepherded process of relaying monthly technology spends and financials to clients by analyzing numbers, highlighting critical variances, and answering, and following up on client queries and issues.

Highlights Improved client and regulatory metrics and reporting views based on client feedback and new requirements, thereby increasing transparency in client spending and cultivating relationship between technology and business organizations.

Revealed key financial levers for senior management to assess and oversee timely delivery of application development portfolio.

Brown Brothers Harriman Jan 2017 – Dec 2017

Data Analyst (Contract Role) New York, NY

• Tested internal systems to ensure consistency with compliance. Highlights Thoroughly assessed test scripts and data lineages for multiple internal banking applications.

Matched test cases in various applications utilizing an Excel mapping tool.

Analyzed data for multiple test cases in internal banking apps. HSBC Global Banking and Markets/Global Private Banking May2015 to Dec 2016 Data Analyst (Contract Role) New York, NY

• Led process of managing and testing various banking systems containing client data for efficiency.

• Handled database of FINRA 2111 documents for Global Banking and Markets clients while assuming accountability in arranging know your customer (KYC) and anti-money laundering

(AML) documentation for clients; while opening, closing, and adding necessary details for equities and fixed income trading accounts.

Highlights Closely coordinated with client managers and global regional bankers to modify client data to meet requests and needs of the clients.

Maintained static data on central account information management system for new onboarding clients of the middle office; investigated and addressed data breaks across bank operating systems to enhance data quality.

Kaplan Fox & Kilsheimer LLP Aug 2014 to Feb 2015

Junior Analyst New York, NY

• Used information available on Bloomberg monitor to managed activities in assessing client portfolio transactions for accuracy and calculate estimated losses on client investments while disseminating new case memos to firm partners and associates every week. GFI GROUP INC. 2014

Department of Finance Intern New York, NY

• Maintained and updated financial records in Excel, organized monthly accounting entries, collected data for forecasting future costs and optimized spending. EARLIER CAREER: • Frederick Douglass Academy VII High School Assistant College Advisor 2010 to 2014

• Voluntary Income Tax Assistance Tax Preparer 2011 EDUCATION: LAFAYETTE COLLEGE Easton, PA

Bachelor of Arts in Economics & Business Studies Conferred 2014

• Relevant Coursework: Finance Management, Financial Statement Analysis, and Econometrics

CERTIFICATIONS: • Income Tax Assistance Certification TECHNICAL • Technically proficient with Microsoft Office Suite (Excel and PowerPoint), Bloomberg PROFICIENCIES: Terminal, and SQL

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