Arnelle Frimpong
Dallas,TX
Summary
Proven Financial Analyst with a robust background at Fisher Investments and JPMorgan Chase, excelling in data analysis and strategic planning. Spearheaded portfolio optimization and financial reporting initiatives, enhancing operational efficiency and compliance. Adept at fostering team collaboration, I significantly contributed to financial strategy and decision-making processes, demonstrating critical thinking and a results-driven approach.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Analyst |
Fisher Investments
Plano, TX
03.2022 - Current
- Reviewed suitability and provided asset allocation recommendations for the U.S. and international portfolios with $500K+ in initial funding per household. Stress-tested client cash flow plans to assess portfolio survivability based on investment objectives and portfolio time horizon.
- Trained investment counselors on new methods for reviewing client portfolios, and coached them on recommendation logic set by the investment policy committee, ensuring compliance with portfolio evaluation standards.
- Streamlined the annuity surrender process, saving [blank] hours per year per analyst. Optimized review procedures by modeling clients' potential income based on FI's strategy, factoring in surrender fees, and time horizon. Increased the escalation threshold, saving time for both analysts and management.
- Generated weekly ad-hoc reports for senior management during the firm’s international expansion, ensuring data consistency across new country launches. Analyzed and compared key metrics between new and established markets to support strategic decision-making.
Financial Analyst |
JPMorgan Chase
Plano, TX
07.2019 - 03.2022
- Utilized financial knowledge and business acumen to initiate trades in capital markets for Chase Private Clients and assisted daily with the identification of discrepancies within brokerage accounts in order to maintain compliance with FINRA and the SEC.
- Worked closely with Operations and Technology to ensure accurate reporting for client accounts, smooth processing, and to carry out testing and implementation of constant system changes.
- Recognized as a Subject Matter Expert and spearheaded a pilot procedure for virtual trainings for this role over the course of several months.
- Integral part of a team that boosted employee morale through the introduction of collaborative activities and acted as a liaison to support seamless communication between employees and management.
Planning & Allocations Analyst |
Pier 1 Imports
Fort Worth, TX
01.2018 - 03.2019
- Developed department financial plans in partnership with merchandising for sales, margin, receipts and inventory that supported strategic objectives. Forecasted and analyzed open to buy on a weekly basis and took action as necessary by reviewing sales and inventory against financial goals. Made recommendations to future order quantities, inventory flow and pricing.
- Independently carried out Suggested Order Quantities (SOQs) for the Kitchen and Dining Essentials department, allowing the company’s distribution centers to replenish its stores across the nation.
- Analyzed historical data and current trends to identify risks and opportunities by SKU. Identified best sellers and re-buys and forecasted as necessary to drive sales. Recognized slow sellers and recommended profitable strategies to exit products in a timely manner.
Education
BBA - Finance
University of North Texas
Denton, TX05-2019
Bachelor of Science - Fashion Merchandising
University of North Texas
Denton, TX05-2019
Skills
Financial Reporting
Data Analysis
Portfolio Management
Microsoft Excel
Microsoft Access
Critical Thinking
Strategic Planning
Team Player
Certification
- Series 63 - Uniform Securities Agent State Law Exam
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Financial Analyst |
Fisher Investments
03.2022 - Current
Financial Analyst |
JPMorgan Chase
07.2019 - 03.2022
Planning & Allocations Analyst |
Pier 1 Imports
01.2018 - 03.2019
BBA - Finance
University of North Texas
Bachelor of Science - Fashion Merchandising
University of North Texas