Alesha Mitchell
Wilmington,DE
Summary
I am an Investment Operations professional with a strong interest in financial markets, trading, and the day-to-day operations that support investment activities. Through the Year Up program at Wilmington University, I have developed a foundation in investment operations while strengthening my analytical, critical-thinking, and problem-solving skills.
Overview
2
2
years of post-secondary education
5
5
years of professional experience
Work History
Analyst
BlackRock
Wilmington, DE
05.2026 - Current
- Conduct daily analysis of securities lending transactions and loan positions, reviewing market activity, pricing changes, and position data to assess current valuations and identify discrepancies.
- Perform daily mark-to-market analysis by comparing loan and collateral values against current market prices, investigating valuation changes, and ensuring positions are accurately reflected in the internal systems.
- Monitor and analyze daily cash and collateral movements, reconciling activity across accounts and transactions while identifying breaks, unusual movements, and potential operational or financial risks.
- Reviewed transaction and position data to identify discrepancies, exceptions, and potential risks; investigated root causes and escalated material issues to appropriate teams according to internal controls and procedures.
- Collaborated with investment operations, trading, and cross-functional teams to analyze transaction activity and resolve exceptions, supporting efficient processing and management of securities lending.
Financial Processing Associate
Vanguard
Malvern, Pennsylvania
06.2025 - 09.2025
- Supported capital markets trading operations by analyzing daily securities lending and borrowing activity, deposits, wire transfers, and cash movements to ensure accurate and timely processing.
- Performed collateral analysis and processing across counterparty relationships, reviewing valuations and margin requirements to support accurate collateral allocation and settlement.
- Assisted with margin calculations and daily reconciliations across multiple banks and counterparties, investigating discrepancies and validating transaction and position data. Monitored lending settlements and transaction activity, identifying exceptions and coordinating with internal banking teams and counterparties to research and resolve discrepancies.
- Utilized Excel and internal reporting systems, including Python-based analysis, to validate data, reconcile positions, identify inconsistencies, and support collateral and margin reporting.
Collection Specialist
Sallie Mae
Newark, DE
06.2024 - 02.2025
- Analyzed customer financial profiles and account data to assess delinquency trends and develop appropriate repayment strategies using FDR and Salesforce.
- Utilized Excel, Pivot Tables, and performance data to analyze productivity, account activity, and portfolio trends and support daily performance management.
- Evaluated account information and payment activity to identify appropriate repayment solutions while maintaining compliance with regulatory and internal policy requirements.
- Analyzed individual and team performance against key performance indicators (KPIs), identifying trends and opportunities to improve productivity and collection outcomes.
- Maintained accurate financial and customer account records, ensuring data integrity across payments, repayment programs, and account updates.
- Identified workflow gaps and contributed to process improvement initiatives by analyzing recurring issues and recommending operational enhancements.
Financial Analysis Intern – Global Finance & Busin
JP Morgan Chase
Wilmington, DE
08.2023 - 02.2024
- Performed monthly and quarterly financial reporting, trend analysis, and variance analysis for credit card performance initiatives.
- Supported financial and operational model enhancements for scenario and sensitivity analysis.
- Maintained multi-year P&L financial models to support strategic decision-making.
- Reconciled financial data using Excel Pivot Tables, ensuring consistency across reporting sources.
- Prepared presentations translating complex financial data into clear insights.
- Drafted and revised Standard Operating Procedures (SOPs) for financial analytics processes.
- Collaborated cross-functionally with internal and external stakeholders to support forecasting and reporting cycles.
Commercial Specialist Assistant
Fiorelli Financial Group
West Chester, Pennsylvania
09.2022 - 08.2023
- Reviewed and analyzed financial documentation, investment records, invoices, tax filings, and insurance portfolios to validate data accuracy and support regulatory requirements.
- Performed detailed data and document reviews to identify inconsistencies, missing information, and potential issues within client financial records.
- Supported senior staff with financial reporting and data analysis used to evaluate client information and support business decisions.
- Assisted with new client onboarding by reviewing financial documentation, validating client information, and processing financial service requests.
- Maintained high-quality financial records and documentation while ensuring accuracy, confidentiality, and adherence to internal controls.
- Identified opportunities to improve operational workflows and data quality through detailed review of recurring processes and documentation.
Application Processor
Citigroup
Newcastle, DE
03.2022 - 09.2022
- Reviewed and processed confidential credit applications, analyzing application data and supporting documentation for completeness, accuracy, and adherence to established requirements.
- Validated customer and application information against internal systems and documentation to identify discrepancies and ensure data integrity.
- Collaborated with internal teams to research application issues, resolve documentation discrepancies, and support accurate case processing.
- Maintained detailed records and documentation to support audit, quality assurance, and compliance requirements.
- Prepared and organized client documentation for legal review and depositions, maintaining accurate records and strict data privacy standards.
Education
Investment Operations
Wilmington University
New Castle, DE 03.2022 - 09.2023
Skills
Securities Lending Experience
Investment accounting
Collateral management
Settlement operations
Risk monitoring
Capital Markets/Trading Desk
Data Analysis & Reporting
Variance analysis
Compliance & Quality Control
Process improvement
Project management
Stakeholder Communication
Technical Skills:
Microsoft Excel
Salesforce
FDR
Aladdin
Essbase
GLM
FISD
Tablue
Microsoft Word
Microsoft PowerPoint
Outlook
Google Workspace
Teams
Zoom
Slack
LiveVox
Crave
BETA
Genesis
OneNote
Aladdin
Tablue
GLM
Timeline
Analyst
BlackRock
05.2026 - Current
Financial Processing Associate
Vanguard
06.2025 - 09.2025
Collection Specialist
Sallie Mae
06.2024 - 02.2025
Financial Analysis Intern – Global Finance & Busin
JP Morgan Chase
08.2023 - 02.2024
Commercial Specialist Assistant
Fiorelli Financial Group
09.2022 - 08.2023
Application Processor
Citigroup
03.2022 - 09.2022
Investment Operations
Wilmington University
03.2022 - 09.2023