Abhijeet Singh
Phoenix,AZ
Overview
6
6
years of professional experience
Work History
Investment Analyst
U.S. Bank
08.2023 - Current
- Managed 3 financial statements with advanced layering of discounted cash flow analysis and internal planning models linked to automation tools that decreased manual admin tasks by 48%.
- Create investment proposals for prospective clients by importing their current holdings into our FactSet database through MS Excel, showing annual performance variance of 2.17% on average per client, compared to our investment models based on asset allocation, which has resulted in an additional $52mm in AUM.
- Use FactSet and Bloomberg to research various securities in different asset classes and industries which are compiled into bi-weekly presentations for Portfolio Managers. 72% of investment suggestions have been selected and implemented into client portfolios.
- Use Bloomberg Terminal to research various municipal bonds and constructed ladders ranging from 2 years to 10 years by analyzing yields, interests, and maturities that best fit client’s needs.
- 100% success rate of getting clients invested into a selection of 25 private placement funds by retrieving and completing redemption documents based on net worth, AUM, risk tolerance, commitment length, etc.
Portfolio Analyst
Verus Advisory
06.2019 - 07.2023
- Provided financial guidance to Accounting/Operations by assisting in decision-making, contributing to a 13% growth trend by developing strategic long-range planning recommendations for management.
- Produced monthly and quarterly performance reports for 17 clients consisting of 34 portfolios totaling over $10.17bn in assets.
- Coded and implemented Microsoft Excel macro using VBA to run reconciliation sheets to improve processing time by 135%.
- Obtained client SOWs from SalesForce platforms to update portfolio rebalance sheets using Microsoft Excel to provide trade recommendations based on asset allocation and trend analysis for Portfolio Management and Investment Operations teams to maximize overall performance.
Financial Operations Intern
Boeing
05.2018 - 08.2018
- Manipulated historical standard parts data to do year-over-year cost forecast analysis by calculating variances and analyzing trends to project future numbers to reduce costs over five-year period utilizing MS Excel.
- Assisted Accounts Payable team by introducing automated data entry system in compliance with GAAP which reduced invoice input time by 40%.
- Performed SQL queries in MS Access data-base to analyze supply chain inventory trends on daily basis.
- Used COGNOS to implement budgeting solutions on projects to support engineering team.
- Managed inventory project to maximize utility inventory on site by organizing and analyzing lists of over 800 assets.
Education
Bachelor of Science - Economics
Washington State University
Pullman, WA05.2019
Timeline
Investment Analyst
U.S. Bank
08.2023 - Current
Portfolio Analyst
Verus Advisory
06.2019 - 07.2023
Financial Operations Intern
Boeing
05.2018 - 08.2018
Bachelor of Science - Economics
Washington State University