Summary
Overview
Work History
Education
Skills
Timeline
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KYLE ALEK

Philadelphia,PA

Summary

Experienced Senior Data Analyst specializing in fund accounting and data analysis, with expertise in leveraging advanced data screening frameworks to improve investment tracking and data quality. Implemented automated data validation checks using excel, SSMS, and iLEVEL software to ensure the delivery of accurate financial data. Proven leader with a track record of training and managing the limited partner holdings team, delivering high-quality financial data for informed investment decisions.

Overview

6
6
years of professional experience

Work History

SENIOR DATA ANALYST

S&P GLOBAL - PRIVATE MARKETS
Philadelphia, Pennsylvania
06.2021 - Current
  • Manage a client services team that performs comprehensive back-end fund accounting to deliver standardized and accurate financial data across 46,000 different LP investments.
  • Leverage iLEVEL software to develop sophisticated data screening frameworks, optimizing investment tracking and enhancing quality control. Design customized screening tools to efficiently extract, capture, and analyze critical investment data for informed decision-making.
  • Responsible for training and managing 9 employees within the limited partner holdings team.

PORTFOLIO MANAGEMENT AND UNDERWRITING INTERN

CITIZENS BANK
Fort Washington, Pennsylvania
05.2020 - 08.2020
  • Worked with middle market relationship management team and underwriting team to screen, analyze, and finalize commercial lending deals. Regularly used spreading and analytical tools in underwriting process.

ECONOMIC RESEARCH

STATE DEPARTMENT
Pittsburgh, Pennsylvania
01.2020 - 04.2020
  • Collected and analyzed data on socially responsible companies for the State Department. Performed regression analysis on public companies' Corporate Human Rights Benchmark (CHRB) and their stock performance.

BUSINESS INTELLIGENCE INTERN

AUTOMATED FINANCIAL SYSTEMS
Exton, Pennsylvania
06.2019 - 08.2019
  • Worked with business intelligence group to develop forecasts and models of commercial loan accounting data. Regularly used excel to analyze and model data. Gained proficiency with industry leading commercial loan accounting software.

Education

BBA - Finance and Supply Chain Management, Economics

University of Pittsburgh
Pittsburgh, PA
05.2021

Skills

  • Advanced Microsoft Excel
  • Microsoft SQL Server Management Studio, Excel
  • Fund accounting
  • Tableau software
  • iLEVEL software
  • LLM prompt design
  • Data screening frameworks

Timeline

SENIOR DATA ANALYST

S&P GLOBAL - PRIVATE MARKETS
06.2021 - Current

PORTFOLIO MANAGEMENT AND UNDERWRITING INTERN

CITIZENS BANK
05.2020 - 08.2020

ECONOMIC RESEARCH

STATE DEPARTMENT
01.2020 - 04.2020

BUSINESS INTELLIGENCE INTERN

AUTOMATED FINANCIAL SYSTEMS
06.2019 - 08.2019

BBA - Finance and Supply Chain Management, Economics

University of Pittsburgh

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