Franceline Louis
Investment Operations Analyst
Sandy Springs,GA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Investment Operations Analyst
NEPC, LLC
Atlanta, GA
02.2021 - Current
- Gather financial performance data
- Responsible for accurately calculating monthly performance returns, characteristics, and performing various reconciliations to ensure the accuracy of financial results for multiple clients
- Review and enter data into InvestorForce for the creation of financial results/reports for clients
- Contact necessary personnel to obtain all client related data providing efficient data quality
- Meet deadlines each month on their respective due dates
- Manage 2 IOA’s, while also reporting to our supervisor
- Provide mentorship and became a resource to the team
- Actively participate in the hiring process by conducting interviews
- Take part in the training of new associates
- Stepping up and providing coverage when my supervisor is out of office
Investment Operations Associate
NEPC, LLC
Atlanta, GA
02.2019 - Current
- Gather financial performance data
- Responsible for accurately calculating monthly performance returns, characteristics, and performing various reconciliations to ensure the accuracy of financial results for multiple clients
- Review and enter data into InvestorForce for the creation of financial results/reports for clients
- Contact necessary personnel to obtain all client related data providing efficient data quality
- Meet deadlines each month on their respective due dates
Data Analyst
NEPC, LLC
Boston, MA
10.2017 - 02.2019
- Provide preliminary and final monthly client data to all Performance Analysts
- Contact necessary personnel to obtain all client related data providing efficient data quality
- Maintain professional relationships with all associated Investment Firm Managers
- Organize all client investments performance, market value, quarterly reports and holdings reports
- Respond and fulfill daily client monthly/quarterly request in a timely manner
Data Analyst
SnapApp
Boston, MA
05.2017 - 09.2017
- Work with large amounts of data, facts, figures, and numbers
- See through the data and analyze it
- Make sure that data is precise and making sure that I am vigilant in the analysis
Supervisor- Sales Photographer
Photogenic Inc
Boston, MA
05.2016 - 08.2016
- Assign tasks to employees in order to keep up and reaching our daily goals
- Making sure that the day runs smoothly as well as completing tasks from management
Education
Bachelor of Science - Marketing, Management
University of Massachusetts
09.2013 - 05.2017
Skills
Microsoft Word, Excel, PowerPoint, Customer Service, Teamwork, Communication, Market Research, Data Entry, Leadership
Organization and Time Management
Flexible and Adaptable
Timeline
Investment Operations Analyst
NEPC, LLC
02.2021 - Current
Investment Operations Associate
NEPC, LLC
02.2019 - Current
Data Analyst
NEPC, LLC
10.2017 - 02.2019
Data Analyst
SnapApp
05.2017 - 09.2017
Supervisor- Sales Photographer
Photogenic Inc
05.2016 - 08.2016
Bachelor of Science - Marketing, Management
University of Massachusetts
09.2013 - 05.2017