HARRISON BOEHM
Boston,MA
Summary
Accurate Senior Analyst with exceptional teamwork, leadership and communication skills. Over 5 years of experience working in financial services on large-scale projects as well handling daily operational requests. Exceptional technical understanding to meet project deadlines and client facing skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Analyst
BANK OF NEW YORK MELLON Wealth Management
04.2022 - Current
- Work with ultra-high net worth clients, businesses, family offices and private equity institutions to deliver private banking solutions including lines of credit, deposit products and mortgages.
- Handle client accounts by managing cash flows, distributions and updating legal and compliance documents.
- Collaborate with top producing Private Bankers, Senior Wealth Managers and Client Strategists to establish new business opportunities and deepen existing relationships.
- Serve as a mentor for new hires to teach and train role responsibilities, business operations, technical platforms and document reviews.
Cash Oversight for BNY Mellon Investment Management
BANK OF NEW YORK MELLON
03.2021 - 03.2022
- Posted daily tranches for fixed income clients to ensure cash requirements are met for each fund.
- Communicated with internal team as well as 3rd party representatives to ensure cash is properly liquidated or deposited for client accounts
- Prepared daily reports for 3rd parties outlining daily cash flows.
- Participated in presentations for 3rd parties demonstrating the necessary procedures to properly manage individual client accounts.
- Trained new team members and oversaw that they can properly implement the software used to enter trades for client accounts.
Service Advisor & Head Trader
KELLY FINANCIAL SERVICES
11.2019 - 02.2021
- Communicated regularly with clients and their respective advisors, answering questions regarding accounts and investment strategy and prepared presentation materials for meetings.
- Served on the Investment Committee to propose solutions for our model portfolios and provide financial data to make informed decisions.
- Handled administrative tasks such as submitting required documentation on behalf of clients for the transfer of assets, account openings, and account maintenance, and updated our CRM to reflect necessary changes with our clients.
- Entered trades on a weekly basis to allocate client’s funds to the appropriate model portfolio and ensured that their investments were properly weighted.
Wealth Management Intern
MORGAN STANLEY
06.2016 - 08.2018
- Shadowed the Griffith Wheelwright financial management team that focuses in financial management services for their clients.
- Oversaw client portfolios and performed portfolio reviews through industry analysis and market research.
- Performed stock analysis via Bloomberg terminals and financial evaluation with excel that aided in investment decisions.
- Conducted several independent research projects such as risk exposure due to trade wars or the probability of sustainable investing in order to provide larger overarching insights.
Education
MS in Finance -
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
Wellesley, MA05.2019
BS, Finance and Business Analytics -
BABSON COLLEGE
Wellesley, MA05.2018
Skills
- Client Management
- Cash Handling
- Training and Mentoring
- Documentation and Reporting
- Investment Strategies
- Data Analysis
Certification
- Series 65 License
- Bloomberg Terminal Certified
- Microsoft Office
- Microsoft Access
- SQL
- Tableau
- Balsamiq
- Google Analytics
- Python
- Minitab
- FactSet
- Capital IQ
Timeline
Senior Analyst
BANK OF NEW YORK MELLON Wealth Management
04.2022 - Current
Cash Oversight for BNY Mellon Investment Management
BANK OF NEW YORK MELLON
03.2021 - 03.2022
Service Advisor & Head Trader
KELLY FINANCIAL SERVICES
11.2019 - 02.2021
Wealth Management Intern
MORGAN STANLEY
06.2016 - 08.2018
MS in Finance -
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
BS, Finance and Business Analytics -
BABSON COLLEGE
- Series 65 License
- Bloomberg Terminal Certified
- Microsoft Office
- Microsoft Access
- SQL
- Tableau
- Balsamiq
- Google Analytics
- Python
- Minitab
- FactSet
- Capital IQ
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