Diligent Financial and Investment expert with robust background in financial leadership, strategic planning, and risk management. Demonstrates proficiency in financial forecasting and team collaboration.
Directed all aspects of financial, legal, tax, and investment management for small business. Working collaboratively with President of company on all aspects of small business. Proficient in quickbooks online, salesforce, and Microsoft office products.
Managed and traded 200M of the emerging market allocation to the General Account and all emerging market portions of the high yield mutual funds and structured products CBOs offered at Aeltus Investment Management. Investments were focused on emerging market government debt with some corporate exposure measured against the JPM EMG index benchmark
Collaborated with CIO of Aeltus Investment management to determine asset allocate and investment mix of his equity bond portfolio
Determined asset allocation within the fixed income area of the portfolio using various subjective and quantitative models.
Developed and ran code based models (Fortran and C++) in order to recommend and assess various fixed income investments Examples include a Dynamic hedging model, and interest rate simulation models for individual investment and strategy risk analysis.