Summary
Overview
Work History
Education
Skills
Volunteer Work
Languages
Timeline
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Alec Roslin

Summary

Alec Roslin is a forward-thinking business operations specialist bringing 4+ years of expertise in business transformation for Financial Services clients. With prior industry experience Alec has a unique understanding of the operational issues facing the largest Investment Banks. Alec cultivates close relationships with clients optimizing project goals and outputs, resolving complex problems and delivering innovative improvement strategies.

Overview

6
6
years of professional experience

Work History

Senior Business Transformation Consultant

CrossCountry Consulting
New York, NY
04.2024 - Current
  • Collaborated to develop CrossCountry's client offerings in the space of technology and data strategy. Creating thought leadership around technology enabled transformations using tools such as GenAI and Cloud Migration.
  • Engaged in firm's business development strategy for Financial Services clients. Conducted Account Planning workshops for both prospective and existing clients

Banking & Capital Markets Associate

PwC Consulting
New York, NY
09.2021 - 04.2024
  • Oversaw Program Management and Regulatory Reporting function of $200B bank placed under a Consent Order by Federal Reserve. Conducted a gap assessment to identify regulatory gaps and created and enforced a detailed project plan through coordination with program workstreams. Created and submitted quarterly progress report to the Federal Reserve on behalf of the bank's Chief Control Officer and Head of Global Operations. Project resulted in Federal Reserve lifting Asset Cap that had been placed on the bank.
  • Responsible for managing the project's budget and expenses through creation of flexible pricing model. Additionally, created and delivered monthly invoices to the client for the PwC team's time and expenses.


  • Developed and implemented controls for Institutional Securities Group (ISG) $150B bank to safeguard confidential and sensitive non-financial data. Created risk and performance metrics and framework to track and success of implemented controls over time and communicate this information to ISG leadership.


  • Conducted an assessment of operational cost per trade of a bank's Foreign Exchange trading business. Mapped the various technology systems through which FX trades go through and calculated the cost associated with each unique series of systems. Provided the Head of Securities Operations at the bank with recommendations around legacy systems to phase out and which trade channels to continue expanding.
  • Collaborated on the firms Compliance and Regulatory buying center. Wrote thought leadership and created sales proposals around new and amended SEC regulations expected to impact operations PwC's Capital Markets clients.

Fixed Income Risk and Performance Analyst

Goldman Sachs Asset Management
Salt Lake City, UT
05.2020 - 09.2021
  • Mitigated investment risk by conducting in depth daily review of the firm's fixed income funds exceeding a daily standard deviation threshold. In funds breaching threshold reviewed that all transactions had been booked correctly and returns were being reported accurately.
  • Supported portfolio managers, readily providing detailed analysis on securities of interest to maximize client returns and minimize risk.
  • Assessed profit and loss of fund balance sheets and communicating fluctuations caused by market conditions to leadership in a monthly presentation. Common drivers of volatility included monetary policy, political events, and exchange rates.
  • Collaborated with fellow first year analysts to create an automated program checking for accuracy of unchanged security prices. Removed risk of manual error and reduced time required to complete unchanged price verification by fifty percent.

TACS and MLP Performance Analytics Summer Analyst

Goldman Sachs Asset Management
Salt Lake City, UT
05.2019 - 08.2019
  • Provided analysis and reviewed performance for Goldman Sachs' Tax Loss Harvesting and Master Limited Partnership investment strategies.
  • Developed an understanding for the above investment strategies and overall market mechanics.
  • Assured that clients and portfolio managers had accurate information in order to minimize risk and make informed decisions.

Summer Analyst

Summit Global Investments
Bountiful, UT
05.2018 - 08.2018
  • Prepared bi-weekly research reports on assigned companies held in the Summit Global Investments portfolio.
  • Presented to fund leadership on assigned companies and explained how the investments fit in to the firms overarching investment strategy.
  • Compiled and cleaned company financials for the Investment Team to use in models.


Education

Bachelor of Arts - International Economics & Spanish

St. Lawrence University
Canton, NY
05.2020

Skills

  • MS Office
  • Programming Languages: Python, SQL, R
  • Data Optimization Tools: PowerBI, Alteryx
  • Bloomberg
  • Project Management
  • Change Management
  • Data Analysis
  • Cost Optimization
  • Process Improvement
  • Forecasting and Reporting
  • Resource Allocation

Volunteer Work

  • Volunteer Tennis Coach and College Admissions Advisor for the NYJTL's Scholar-Athlete Program (2022 - Present)
  • The Scholar Athlete Program provides students from low income families in NYC (grades 3-12) with academic support and tennis instruction with the goal of 100% high school graduation and college entrance as the baseline for success to create socioeconomic mobility
  • Ran on-court practices for students enabling skill development and preparation for upcoming competitions.
  • Advised high schol students on college admissions and tennis recruiting process. Leveraged personal network and first hand experience as a college tennis player to enable communication between NYJTL students and college tennis coaches.
  • St. Lawrence University Male Athletes Against Sexual Violence (MAASV) - Collaborated with other male athletes to ensure that campus was a safe environment for all students. Introduced safe walk program to St. Lawrence's campus, where on weekend nights a rotation of MAASV members would be responsible for monitoring phone line and providing assistance to callers in need and ensuring they returned home safely.

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Senior Business Transformation Consultant

CrossCountry Consulting
04.2024 - Current

Banking & Capital Markets Associate

PwC Consulting
09.2021 - 04.2024

Fixed Income Risk and Performance Analyst

Goldman Sachs Asset Management
05.2020 - 09.2021

TACS and MLP Performance Analytics Summer Analyst

Goldman Sachs Asset Management
05.2019 - 08.2019

Summer Analyst

Summit Global Investments
05.2018 - 08.2018

Bachelor of Arts - International Economics & Spanish

St. Lawrence University
Alec Roslin