Financial Analyst Manager

JAMARI OMENE-SMITH

Chicago, IL ***** • *********@*****.*** • 708-***-****

EDUCATION

UNIVERSITY OF ILLINOIS, CHAMPAIGN, IL

Bachelor of Arts, Economics, 2018

EXPERIENCE

ELLWOOD ASSOCIATES, CHICAGO, IL

Investment Performance Analyst,February 2019 – July 2020

● Provided quantitative performance measurement and analysis to corporate retirement, endowment, foundation, healthcare, public and high net worth clients

● Consistently completed upstream workflow under duress of hard deadlines and demonstrated adaptability in response to shifting client requests

● Composed periodic portfolio surveillance briefs

● Constructed and maintained asset class templates for quarterly reporting

● Performed periodic cash flow analysis for reporting purposes

● Completed numerous rebalance requests to coincide with shifting asset allocation in client’s portfolio

● Collaborated with senior consultants in comparable company analysis for client searches AZAVAR AUDIT SOLUTIONS, CHICAGO, IL

Financial Analyst Intern,May 2018 – July 2018

● Identified new opportunities for additional enhancements to local municipality revenue streams.

● Executed pro-forma analysis related to township tax data

● Lead numerous audit projects and presented outcomes for state officials. STATE UNIVERSITIES RETIREMENT SYSTEM OF ILLINOIS, CHAMPAIGN, IL Investment Intern,May 2017 – August 2017

● Composed a 2017 Mid-year Market Outlook Report for Trustees and Board Members

● Consulted with the senior investment officers on emerging manager investment initiatives and assembled supportive data for state and federal legislation NORTHWESTERN MUTUAL, DOWNERS GROVE, IL

Financial Representative Intern,May 2016 – September 2016

● Provided comprehensive financial planning emphasizing fiscal responsibility and flexibility

● Presented personalized analysis detailing client's needs for Risk Management, Wealth Accumulation, and Preservation/Distribution of Assets SKILLS/COMPETENCIES

● Excel, SQL, Powerpoint, Tableau, SAP

● Software: Evestment, Barclays Live, Investmetrics

● Client Data Management

OTHER HOBBIES/ACTIVITIES

● Competitive Weightlifter

Contact this candidate