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Work experience

Aug 2010Present

Assistant Portfolio Analyst

Hartford Investment Management Company
  • Work directly with senior portfolio managers, sector heads, and traders to ensure trading themes and ideas are executed on a daily basis across multiple portfolios with various constraints
  • Ensure daily trading and hedging is executed accurately and in a timely fashion while taking into account cash needs, duration, current market conditions and gain loss considerations
  • Conduct ad hoc investment analysis to test investment thesis and new ideas for various sectors and programs while monitoring current market conditions and active bets in the portfolio
  • Prepare, analyze, and disseminate analytics and reports focused on daily exposures, trading trends, sector analysis, performance, and risk
  • Collaborate with accounting and various business units to improve process and expand data available for the team
Jun 2009Jul 2010

Performance Analyst

  • Worked with senior portfolio managers to develop new and improved attribution, performance and risk analytics
  • Led the line of business performance and attribution initiative and created analytics used to analyze over $140b in assets
  • Created excel models to calculate and analyze attribution, dispersion, risk, and various performance and holdings based analytics
  • Developed market and risk reports highlighting macroeconomic themes and current market trends
  • Wrote monthly commentary analyzing issuer level performance/attribution and presented results to the investment committee
Jun 2008Mar 2009

Investment Analyst

Rocaton Investment Advisors
  • Developed quantitative reports evaluating market trends, manager performance, and portfolio analytics
  • Monitored client portfolios and completed client requests & deliverables (e.g. Monthly reports & ad hoc projects)
  • Prepared presentation materials for client and manager meetings
  • Conducted manager searches throughout various asset classes (e.g. Fixed Income, Equities, & Alternatives)
  • Assisted research groups with ad hoc projects and assignments (e.g. Hedge Fund Index analysis)
Oct 2007May 2008

Financial Reporting Analyst Intern

  • Examined financial statements to obtain relevant data for direct and secondary investments
  • Tracked new investments by examining current and realized values of multiple partnerships
  • Worked in a team to complete quarterly and year end reporting
  • Assisted in the release of a new database and completed security testing at different employee roles

Education

Jun 2006Jul 2006

Summer Abroad

Sep 2004May 2005

Transferred to Bentley, Fall 2005

Relevant Training

  • Developed consolidated financial, LBO, and M&A models assessing financing and profitability
  • Completed stock valuations using the discounted cash flow and comparable companies methods

References

Adam Hark

Kevin Routhier

Ed Woo

Adam Wheat

Professional Reports

Skills

Yield Book
Barclays Point
BRS Aladdin
Factset
Visual Basic for Applications (VBA)
eVestment Alliance, Bond Hub, Barclays Live
Wilshire Atlas
Bloomberg
Microsoft Office
Proficient in Excel, PowerPoint, Word and Access