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Financial Analyst Management

New York City, NY
90000 annual base
September 09, 2019

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571-***-**** 4414 47th Avenue, Woodside, NY 11377



Gilman Hill Asset Management New Canaan, CT

Associate, Portfolio Management Jan 2019 - Present

Trading strategy: Generate trade ideas for portfolio positioning, trade executions, and cash management

Analyze and implement investment decisions initiated by PM's for equity accounts

Proactively service client requests, manage tax harvest requests, strategy formulation across managed accounts

Increase operating efficiency in the trading, investment management department through streamlining process Financial Analyst Aug 2014 - Jan 2019

Wealth Management: Constructed optimal asset allocation & portfolio models to prospective clients

Stock Selection: Researched, evaluated and recommended 10+ growth stocks weekly

Portfolio Management: Reconciliation and client services for 500+ accounts valued at over $300MM AUM

Served as an expert for Envestnet Tamarac; developed reporting functions to streamline the process and improve efficiency Investment Analyst Intern Jan 2014 - Feb 2014

Built financial model and created 50+ analytical chart for the investment team

Assisted in quarterly client billing & reporting process for 100+ clients

Represented Gilman Hill in industry conferences and scout for the potential investor

Monitored trade allocation, portfolio dispersion, and personal trading for Portfolio Manager and Custodian Banks LEADERSHIP

United Women in Business (UWIB) New York City, NY

President of Finance – National Board of Director Jan 2018 - Present

Prepare annual 990-PF return and complete all regulatory filing

Prepare annual budget projections, and supervise organization’s financial activities

Work with Board of Directors to secure and maintain donations and sponsorships Member, Ellevate Network New York City, NY

Member, CFA Society of New York New York City, NY


Sacred Heart University- John F. Welch College of Business Fairfield, CT Portfolio Analyst Mar 2016 - June 2016

Used a risk-adjusted quantitative model to construct an endowment fund portfolio allocation for $2.5MM

Proposed an optimized portfolio with a 5.4% dividend yield to the board of directors of the endowment fund EDUCATION

Sacred Heart University- John F. Welch College of Business Fairfield, CT Master of Science in Finance & Investment Management – STEM December 2016 Hollins University Roanoke, VA

Bachelor of Arts in Finance May 2014

Related Courses: Advanced Derivatives & Risk Management, Fixed Income Securities & Markets, Numerical Methods in Finance, Portfolio Management, Financial Modeling & Valuation, Financial Regulation & Compliance TECHNICAL SKILLS & TOOLS

Bloomberg QuickBooks Microsoft Office SAS SQL MATLAB S&P Capital IQ Thomson Reuters Citrix System CRM CRSP DataStream Envestnet Tamarac Evernote Research Final Cut Insight Portfolio Center

Portfolio Construction

Equity Research

Portfolio Performance Reports


Portfolio Reconciliation

Wealth Management

Financial Modelling

Data Analysis

Effective Communication

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