ANALYST, PG FIXED INCOME, ALIGNED INVESTORS & ORIGIN— Reporting and analytical support to boutique leaders and senior management. Verbally and visually communicates results via monthly financial reviews, quarterly forecasting and semi-annual board meetings. Overseeing the work of support staff for the creation of periodic financial results, forecasts and analysis. Created analytical reports & dashboards used by boutique heads and senior managers, which provide insight into the busi- ness and identify potential areas of risk. Owner of standardized monthly & quarterly“ Core Packages” for Boutiques and PGI in Total. Assisting other analysts with un- derstanding their business and providing Senior Management the ability to deeply understand the business. Collaborated with others on improving multiple processes that impact all team members. Included upgrading forecast pro- cesses and analytics, monthly & quarterly management reports and internal control processes. Conducted team trainings on Excel. Covering advanced spreadsheet tools, methods and techniques.