Erick Reyes
Minneapolis,MN
Summary
Strategic Senior Investment Analyst skilled in portfolio management and risk assessment. Enhances investment strategies through market research and collaboration. Drives compliance and optimizes operational efficiency while delivering impactful results in fast-paced environments.
Overview
4
4
years of professional experience
2011
2011
years of post-secondary education
Work History
Senior Investment Analyst
Thrivent Financial
Minneapolis, MN
11.2024 - 04.2025
- Supported investment decision-making through market research and risk assessments.
- Analyzed investment portfolios to identify trends and recommend strategic adjustments.
- Collaborated with cross-functional teams to streamline financial modeling processes.
- Coordinated with investment teams for timely execution of trades.
- Monitored fund activities to verify compliance with investment policies.
- Facilitated onboarding process for BlackRock's Aladdin investment platform by providing training and support.
- Performed capital gains distribution and income dividend calculations.
- Generated trade confirmations and documents related to trading activities.
AVP Senior Corporate Trust Administrator
HSBC Holdings PLC
01.2022 - 11.2024
- Implemented risk management protocols to protect organizational assets effectively.
- Created compliance frameworks that consistently met regulatory standards, safeguarding organizational integrity.
- Processed requests for dividend payments and corporate actions impacting customer accounts efficiently.
- Provided daily leadership, direction, and support to team members for optimal performance.
- Led weekly status meetings with project teams to track progress on milestones and KPIs, ensuring alignment with project goals.
- Collaborated in developing business cases for proposed projects and initiatives, reinforcing strategic alignment with organizational objectives.
- Conducted training sessions on industry best practices to enhance team capabilities.
Risk & Compliance Assurance Professional
U.S. Bankcorp
03.2021 - 01.2022
- Conducted independent audits for the commercial banking sector on high-risk processes; documented findings and suggested improvements to minimize human error and enhance operational efficiency.
- Developed control framework with self-assessment standards for production teams, incorporating process automation, secondary in-group checks, and a two-person rule to separate roles of originator and approver.
- Executed daily operational tasks with precision and attention to detail.
- Provided creative strategies and recommendations to improve team effectiveness.
- Collaborated effectively with a varied team to achieve objectives and resolve product-related challenges.
Education
High School -
Harding Sr High School
Skills
- Portfolio management
- Market research
- Risk assessment
- Investment analysis
- Risk assessment
- Financial modeling
Languages
Spanish
Full Professional
Swahili
Limited
Timeline
Senior Investment Analyst
Thrivent Financial
11.2024 - 04.2025
AVP Senior Corporate Trust Administrator
HSBC Holdings PLC
01.2022 - 11.2024
Risk & Compliance Assurance Professional
U.S. Bankcorp
03.2021 - 01.2022
High School -
Harding Sr High School