Julianna Poutry
Fort Worth,TX
Summary
Derivative valuation professional with a proven track record of delivering precise and comprehensive evaluations. Recognized for exceptional analytical abilities and a collaborative approach that fosters teamwork to achieve strategic objectives. Highly adaptable and dependable, with extensive expertise in financial modeling and risk analysis to drive informed decision-making and enhance organizational performance. Committed to continuous improvement and leveraging insights to optimize processes.
Overview
7
7
years of professional experience
Work History
Valuation Analyst
Fidelity Investments
07.2023 - Current
- Presented process improvements to senior management, effectively communicating key insights and strategic recommendations.
- Enhanced team productivity, providing training on processes and valuation methodologies.
- Built strong relationships with other business units through clear communication, responsiveness to requests, and consistent delivery of high-quality work products.
- Streamlined the setup process by utilizing Bloomberg tools for enhanced efficiency and improved turnaround times.
- Onboarded new Derivative asset types by working with vendors to establish coverage, adding new reporting in GPWS, and solidifying new exception processes to ensure accurate valuations.
Senior Pricing Representative
Fidelity Investments
09.2021 - 07.2023
- Researched different asset types and their associated processes for Fixed Income, Derivatives, and Mutual Funds.
- Collected any missing prices for my assigned price groups based on an understanding of the vendors pricing the asset type, the appropriate snap time, and what was deemed applicable market color for the day.
- Provided accurate and timely reporting to valuations analysts in order for them to recommend any pricing changes.
- Documented any actions taken accurately for monthly reporting to the treasurers office.
Accounting Analyst II
Fidelity Investments
06.2020 - 09.2021
- Assisted internal teams and external auditors in their inquiries, providing detailed documentation and clarification on accounting issues.
- Performed exception based checks of accounting data through EMS.
- Participated in the end of night pricing rotation for Pools, Separates, Daily Priced and Early EMM.
- Reconciled, interpreted, posted, and created wires to accurately reflect shareholder activity.
Accounting Analyst I
Fidelity Investments
12.2018 - 06.2020
- Enhanced financial accuracy by conducting thorough analysis and reconciliation of accounts.
- Maintained up-to-date knowledge of accounting regulations, industry standards, and best practices through continuous professional development activities.
- Reconciled accounts and resolved both internal variances and discrepancies in external documentation.
Education
Master of Science - Finance And Investments
Southern New Hampshire University
Hooksett, NH03-2022
Bachelors of Science - Accounting
Johnson & Wales University
Providence, RI02.2018
Skills
- Valuation techniques
- Industry research
- Data interpretation
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Effective communication
- Decision-making
Timeline
Valuation Analyst
Fidelity Investments
07.2023 - Current
Senior Pricing Representative
Fidelity Investments
09.2021 - 07.2023
Accounting Analyst II
Fidelity Investments
06.2020 - 09.2021
Accounting Analyst I
Fidelity Investments
12.2018 - 06.2020
Master of Science - Finance And Investments
Southern New Hampshire University
Bachelors of Science - Accounting
Johnson & Wales University
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