Ali Johanson
Philadelphia,PA
Summary
Experienced fund performance analyst
Overview
7
7
years of professional experience
Work History
Senior Investment Performance Analyst
The Vanguard Group
08.2021 - Current
- Provides guidance in measuring, analyzing, and interpreting the investment performance of Vanguard’s Mutual Fund and ETF lineup
- Delivers and oversees delivery of accurate performance analysis, reports, and technical requests
- Provides investment performance expertise to internal and external clients in projects, presentations, client meetings
- Researches and resolves complex performance issues, collaborating with global team members to deliver insightful insights.
Acceleration into Financial Professional (AFP) Program
The Vanguard Group
08.2019 - 08.2021
- Completed four 6-month rotations in various departments including Financial Planning and Analysis, Global Investment Operations, Global Fund Accounting, and Global Investment and Finance Audit Services
- Assisted fiscal planning by building a Client Profitability Model that estimated the marginal contribution of each Retail client, and enabled trend analysis that delivered insights back to the business
- Participated in risk-based and advisory engagements across portfolio management, trading, and investment risk management areas.
Corporate & Institutional Banking Intern- Treasury Management Department
PNC Financial Services Group, Inc.
05.2018 - 08.2018
- Assisted the Mid-Central clients by developing solutions to maximize their working capital
- Supported the sales officers by client prospecting, analyzing statements, and producing materials for client reviews.
Commercial Sales Intern
TNT Express/ FedEx
05.2017 - 07.2017
- Developed a performance reporting template that allowed the business to understand the growth and decline in yearly revenues, volumes, and customers
- Assisted the commercial manager in finalizing the year-end presentation for directors of TNT Australia.
Education
Bachelor of Science in Business Administration - Finance
The Ohio State University, Max M. Fisher College of Business
Columbus, OH05.2019
Skills
- Client Relationship Management
- Market Research
- Trend Analysis
- Risk Assessment
- Data Collection
- Business Analysis
- Problem Resolution
- Data Management
Timeline
Senior Investment Performance Analyst
The Vanguard Group
08.2021 - Current
Acceleration into Financial Professional (AFP) Program
The Vanguard Group
08.2019 - 08.2021
Corporate & Institutional Banking Intern- Treasury Management Department
PNC Financial Services Group, Inc.
05.2018 - 08.2018
Commercial Sales Intern
TNT Express/ FedEx
05.2017 - 07.2017
Bachelor of Science in Business Administration - Finance
The Ohio State University, Max M. Fisher College of Business
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