FactSet Research Systems
Hannah Mardini
Investment Management Consultant
Salt Lake City,UT
Summary
Experienced Investment Management and Banking Consultant with 4+ years’ experience in the financial sector. Seeking to leverage cross-functional skills in finance, management, and marketing to build economic solutions and develop insightful analysis for internal users and external clients.
Overview
3
3
Languages
2
2
Certifications
4
4
years of post-secondary education
6
6
years of professional experience
Work History
Investment Management and Banking Consultant
Factset Research Systems Inc
Norwalk, CT
02.2019 - 05.2021
- Extended and sustained relationships with customers to maintain and grow business.
- Worked directly with sector analysts, portfolio managers, research associates, marketing administrators and IT experts to understand and improve financial workflow and needs
- Promoted from Associate to Investment Management Consultant, taking on over 500 individual users and large clients
- Managed and maintained over $2 million ASV
- Trained financial leaders in training seminars and supported FactSet applications in creating custom FactSet models, screens, and automation routes for industry leaders
Finance and Operations Coordinator
Dimassimo Goldstein
New York, NY
09.2017 - 01.2019
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Provided direction and guidance to internal teams in order to achieve targets.
- Accounts Payable and Accounts Receivable; processed employee payroll/expense reports and vendor invoices, and created client-facing invoices while overseeing overdue client invoices
- Set, enforced and optimized internal policies to maintain responsiveness to demands, including establishing monthly budgets and preparing invoices
Venture Management Consultant
University Of Connecticut
Storrs, CT
01.2017 - 05.2017
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
- Improved marketing by 25% after realizing untapped demographics in the market
- Helped develop proactive and successful business policies to meet changing demands.
Community Outreach Transportation Manager
University Of Connecticut
Storrs, CT
08.2016 - 05.2017
- Collaborated with program teams, community organizations, peers and volunteers in execution of events and activities.
- Developed and maintained mutually beneficial relationships with agencies and organizations across state.
- Applied project management/administrative experience as team leader to create an efficient database center for all employees and vehicles
Marketing Intern
Southern New Hampshire University - On Campus
Manchester, NH
05.2015 - 08.2016
- Provided marketing analysis for 30 organizations and created media that reached over 3,000 students.
- Developed ads geared towards target demographics, monitoring results to improve marketing research and team campaign development.
- Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
Education
Bachelor of Science - Business Management
University of Connecticut
Storrs, CT 09.2013 - 05.2017
Skills
Portfolio Management
Business planning
Professional demeanor
Investment Management
Analyzing performance
Customer Relationship Management
Building customized solutions
Certification
Experienced Investment Management and Banking Consultant with 4+ years’ experience in the financial sector. Seeking to leverage cross-functional skills in finance, management, and marketing to build economic solutions and develop insightful analysis for internal users and external clients.
Software
Microsoft Office Suite
ExcelOM
Outlook
Access
QuickBooks
Interests
Tennis
Hiking/Camping
Timeline
Investment Management and Banking Consultant
Factset Research Systems Inc
02.2019 - 05.2021
Finance and Operations Coordinator
Dimassimo Goldstein
09.2017 - 01.2019
Venture Management Consultant
University Of Connecticut
01.2017 - 05.2017
Community Outreach Transportation Manager
University Of Connecticut
08.2016 - 05.2017
Marketing Intern
Southern New Hampshire University - On Campus
05.2015 - 08.2016
Bachelor of Science - Business Management
University of Connecticut
09.2013 - 05.2017