KRISTYN BALL
Londonderry,NH
Summary
Experienced professional with a strong background in investment analysis, seeking a career change to apply well-honed analytical skills. Demonstrated success in driving strategic investment decisions and improving portfolio performance. Collaborative, adaptable, and able to deliver measurable results. Proficient in market research, risk assessment, and economic forecasting, with a keen ability to navigate complex financial environments.
Overview
7
7
years of professional experience
Work History
Senior Pricing Representative
Fidelity Investments
06.2018 - Current
- Managed Canadian space and established communication lines with traders.
- Took ownership of monthly tasks such as FAS and the structured tranche scrub
- Assisted in gathering market insights with trading team for vendor communication.
- Maintained active communication with vendors regarding pricing challenges.
- Analyzed pricing vendors for proposed alternate vendor pricing sources change.
- Conducted valuations of securities within diverse asset classes efficiently.
- Performed nightly asset pricing, requiring management of several tasks simultaneously without error
- Assisted with training new hires effectively.
- Ensured high-quality security price assessments for timely and reliable fund NAV reporting.
- Collaborated with Treasurer's Office for precise daily pricing strategies.
- Communicated with internal and external clients about exchanges and prices.
- Conducted thorough research to identify accurate market prices.
- Problem solving and verifying impacts to mutual funds as well as recognizing high-risk items and escalating them to minimize loss to both the shareholder and Fidelity
- Responded to daily email inquiries on pricing validations.
- Monitored and managed daily fund setup and constant price requests.
- Collaborated with Fidelity's vendors and clients to generate monthly and quarterly reports.
- Adept in utilizing essential applications like Microsoft Office, Bloomberg, and Invest One.
- Acted as primary analyst for inquiries from team members.
- Implemented comprehensive training schedules for efficient onboarding of new hires.
- Facilitated team meetings to boost analysts' confidence in tasks and training.
- Work late-night tasks including pricing of all our unitized funds, gathering prices from all of our external vendors such as Charles Schwab, Verizon, Blackrock, and Wells Fargo, to name a few
- Oversee daily processing of dividends, mergers, and acquisitions.
Proxy Administrator
Fidelity Investments
03.2018 - 06.2018
- efficiently oversaw administrative tasks for the International Proxy Voting Team during peak times.
- Organized shareholder meetings using ProxyExchange (PX).
- Engaged consistently in international company meetings.
- Presented process improvement summaries of research material on Environmental, Social, and Governance (ESG)
- Calculated accurate vote counts for Fidelity's fund list during the second half of 2017.
Education
Masters of Science - Finance
Southern New Hampshire University
06.2023
Bachelors of Science - Mathematics
University of New Hampshire
Durham, NH05.2016
Skills
- Python
- Goal-oriented mindset
- Staff training
- Client relationship building
- Competitive analysis
- Fixed income analysis
- Investment strategies
- Equity research
Timeline
Senior Pricing Representative
Fidelity Investments
06.2018 - Current
Proxy Administrator
Fidelity Investments
03.2018 - 06.2018
Bachelors of Science - Mathematics
University of New Hampshire
Masters of Science - Finance
Southern New Hampshire University
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