Alex Filipos
Naperville,IL
Summary
Results-oriented financial services professional with experience in both retail and institutional finance. Performs analysis, engages with clients, delivers reporting and works to meet client needs on a recurring and ad-hoc basis. Gives presentations on both analysis and product offerings to expand upon existing relationships and drive client success. Works to improve internal processes and increase efficiency via task-automation and streamlining. Provides training to new-hires and clients alike on proprietary reporting software and back-end calculation engines. Oversees projects and manages client expectations to drive client satisfaction and showcase ability to achieve desired outcomes.
Overview
1
1
year of professional experience
Work History
Associate - Investment Performance
Northern Trust
04.2022 - Current
- Develops and presents detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Works with large-corporate and institutional client base to provide analysis on a recurring and ad-hoc basis.
- Engages regularly with directors and C-level executives to provide dynamic solutions and meet reporting requirements of investment committees.
- Automates recurring tasks to reduce time-spent on client relationships and increase firm profitability.
- Builds benchmarks and performs in-depth attribution analysis for fixed income strategies.
- Interrogates data and manually validates results produced by calculation engines.
- Collaborates and works cross functionally with alternatives, accounting, and audit teams among others.
Education
Bachelor of Science - Economics
Northern Illinois University
Dekalb, IL06.2021
Skills
Data Analysis
Attribution Analysis
Financial Modeling
Communications
Project Management
Microsoft Excel
Powerpoint
Performance Analysis
Problem Solving
R Studio
Python
Accomplishments
Named to Fall 2020 Northern Illinois University CLAS Dean's list
Member of Tau Sigma Honor Society
Graduated with Honors Cum Laude (3.74 GPA)
Vice President Illinois Psi Chapter of Phi Kappa Theta Fraternity (Fall 20' - Spring 21')
SIE (Security Industry Essentials) Certification
CFA Level 1 Candidate
Timeline
Associate - Investment Performance
Northern Trust
04.2022 - Current
Bachelor of Science - Economics
Northern Illinois University