LYNDSEY C. TOCE
Boston,MA
Summary
Driven and detail-oriented financial analyst with experience at top firms including J.P. Morgan, Goldman Sachs, and BCG. Proven ability to support high-performing teams, deliver insightful portfolio analysis, and streamline processes using tools like Tableau, SAP Business Objects, and Salesforce. Known for a strong work ethic, sharp analytical thinking, and a commitment to delivering value through process optimization and client-focused solutions.
Overview
4
4
years of professional experience
Work History
Analyst, Private Bank
JP MORGAN
Boston, MA
01.2023 - Current
- Assisted four bankers in managing relationships and developing investment strategies for 200 high-net-worth families.
- Prepared comprehensive performance reports and market analyses to inform investment decisions.
- Played a key role on J.P. Morgan’s inaugural AI innovation team, promoting internal adoption of advanced tools aimed at improving service delivery and enhancing the client experience.
- Led business development initiatives through event planning and targeted marketing efforts to attract and engage prospective clients.
Summer Analyst, Private Wealth Management
GOLDMAN SACHS
Boston, MA
06.2023 - 08.2023
- Supported a team of four financial advisors in managing and strengthening relationships with ultra-high-net-worth families.
- Assembled customized portfolio review materials and maintained up-to-date client account summaries, including detailed asset allocation data.
- Conducted in-depth research on prospective clients and market trends to identify and qualify new business opportunities in the Boston area.
Financial Planning and Analysis Co-op
BOSTON CONSULTING GROUP
Boston, MA
07.2022 - 02.2023
- Developed weekly reporting to track consulting resource utilization and deployment, enabling data-driven workforce planning.
- Leveraged Alteryx, Tableau, and SAP Business Objects to design and optimize data models for enhanced reporting and insights.
- Delivered timely, accurate data analyses in response to ad-hoc requests from key internal stakeholders across the firm.
- Partnered with the Business Analytics team to launch an advanced reporting dashboard, successfully deployed in January 2023.
Asset Management Co-op
CONGRESS ASSET MANAGEMENT
Boston, MA
07.2021 - 01.2022
- Collaborated with external sales teams to develop targeted sales plans, coordinate client meetings, and follow up on leads to maximize territory growth.
- Performed competitive analysis of Congress Asset Management investment strategies using industry databases, delivering insights to inform positioning efforts.
- Leveraged Salesforce CRM, Bloomberg Terminal, and Zephyr Analytics for research projects supporting business development.
- Attended weekly investment meetings to gain market insights and strategic perspectives directly from portfolio managers.
Education
Bachelor of Science - Business Administration, Finance
Northeastern University, D'Amore McKim School
Boston, MA12.2023
High School Diploma -
Groton School
Groton, MA06.2019
Skills
- Securities Industry Essentials (SIE) Dec 2023
- Series 7 Feb 2024
- Series 66 Apr 2024
- FactSet trading training
- Bloomberg Terminal expertise
- SAP Business Objects and Tableau
- Salesforce CRM proficiency
- Project Management with Zephyr
Volunteer Experience
The Marfan Foundation - Passionately assisted setting up medical conferences to connect families with Marfan Syndrome doctors, Fundraised over $7,500 as a Marfan Foundation Team Charity runner in the 2024 NYC Marathon
Personal
Marathoner (Boston '22, NYC '23, Chicago '24, London '25), baking (specifically pumpkin-related), organizing, waterskiing
Timeline
Summer Analyst, Private Wealth Management
GOLDMAN SACHS
06.2023 - 08.2023
Analyst, Private Bank
JP MORGAN
01.2023 - Current
Financial Planning and Analysis Co-op
BOSTON CONSULTING GROUP
07.2022 - 02.2023
Asset Management Co-op
CONGRESS ASSET MANAGEMENT
07.2021 - 01.2022
Bachelor of Science - Business Administration, Finance
Northeastern University, D'Amore McKim School
High School Diploma -
Groton School