Lauren Reilly
Seaford
Summary
Professional and detail-oriented research analyst returning to the workforce after a period focused on family responsibilities. Brings strong analytical skills, exceptional organization, and clear written and verbal communication. Adept at synthesizing information, managing competing priorities, and producing accurate, high-quality work in fast paced environments.
Overview
13
13
years of professional experience
Work History
AVP Research Analyst
Spirit of America Investment Fund
Syosset
08.2012 - 02.2017
- Collaborated with senior management to inform strategic investment decisions.
- Coordinated due diligence processes for potential investment opportunities.
- Presented insights to educate sales force on mutual fund offerings.
- Executed trades on behalf of the portfolio managers.
- Developed educational materials and authored quarterly and annual reports for funds.
Credit Research Analyst
Spirit of America Investment Fund
Syosset
01.2010 - 08.2012
- Researched issuers' financial health and industry conditions to inform investment decisions.
- Collaborated with portfolio managers to enhance asset allocation strategies using credit insights.
- Evaluated bond ratings and risk assessments to support informed investment decisions across diverse securities portfolios.
Assistant Trader
David Lerner Associates, Inc.
Syosset
01.2008 - 01.2010
- Supported senior traders in executing trades and monitoring market fluctuations to enhance trading accuracy.
- Facilitated communication between fixed income traders and investment counselor team to streamline information flow.
- Educated sales force on fixed income products and market dynamics improving product knowledge
- Collaborated with internal IT and an outside vendor to create an internal fixed income trading platform.
- Trained and supervised trading desk assistants, ensuring effective support for trading operations.
Trading Desk Assistant
David Lerner Associates, Inc.
Syosset
11.2005 - 01.2008
- Supported fixed income traders by managing schedules and facilitating trade execution.
- Reconciled trading accounts to maintain accurate financial records and ensure compliance.
- Investigated and resolved trade discrepancies, enhancing accuracy of trading records and minimizing potential financial risk.
Junior Mutual Fund Clerk
David Lerner Associates, Inc.
Syosset
02.2004 - 11.2005
- Reviewed reports of daily mutual fund trades.
- Coordinated with investment counselors and mutual fund companies to resolve discrepancies.
- Managed daily office tasks and maintained organized filing systems.
Education
Bachelor of Science - Financial Economics
Binghamton University
Binghamton, NY05-2003
Skills
- Investment analysis
- Documentation
- Attention to detail
- Presentation skills
- Effective communication
- Team collaboration
- Written communication
Volunteer Leadership Experience
- PTA Executive Board Member, Seaford Harbor Elementary, Seaford, NY (2023-Present)
Timeline
AVP Research Analyst
Spirit of America Investment Fund
08.2012 - 02.2017
Credit Research Analyst
Spirit of America Investment Fund
01.2010 - 08.2012
Assistant Trader
David Lerner Associates, Inc.
01.2008 - 01.2010
Trading Desk Assistant
David Lerner Associates, Inc.
11.2005 - 01.2008
Junior Mutual Fund Clerk
David Lerner Associates, Inc.
02.2004 - 11.2005
Bachelor of Science - Financial Economics
Binghamton University