Madison Woolley
Investment Alternatives Senior Analyst
Atlanta,GA
Summary
Excellent planning, organizational and communication skills. Self-reliant to perform analysis and make recommendations Proactive at heading off issues in operations, workflow, and production by uncovering trends affecting business success. Talented in client management and data analysis.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Investment Alternatives Senior Analyst
Mercer - MarshMcLennan
Atlanta, GA
01.2020 - Current
- Provided global solutions to clients seeking specialized Alternative expertise across the private markets and hedge fund investment continuum, including insightful research, strategic advice and/or implemented solutions.
- Supported quantitative and qualitative due diligence and portfolio analytics for investment strategies and clients.
- Maintained client relationships through leading bi-weekly calls and providing timely deliverables (i.e. compliance and legal, reporting, due diligence)
- Developed an onboarding training process used by the Global Alternatives platform new-hires.
- Discovered root causes of problems and identified appropriate solutions.
- Assessed data modeling and statistics to integrate high-level business processes with data rules.
- Analyzed unstructured information to derive key insights.
- Cultivated relationships with industry leaders and within company to share tips and information.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
- Queried databases for information needed for report processing.
- Investigated system issues and implemented resolutions to reduce downtime.
Marketing Intern
College Weekends
Athens, GA
01.2018 - 08.2018
- Assisted to launch a new company by executing marketing initiatives, market research and event planning/support through social media and campus representation.
- Created proposals and organized pursuit documentation to support marketing staff.
- Collaborated with team members to help expand marketing channels.
- Contributed to mock-ups, email campaigns and social media content.
- Assisted in creating written, video and image content for marketing channels.
- Participated in brainstorming meetings to develop marketing collateral.
- Scheduled social media postings to advertise products and generate site traffic.
- Created customized marketing materials to increase product awareness.
Education
BBA - Economics
University of Georgia
Athens, GA 08.2017 - 12.2019
Skills
Client management
Analytics program experience
Data analysis
Account Reconciliation
Creative problem solving
Return on investment understanding
Investment analytical systems
Investment strategy
Investment analysis
Investment advising
Investment principles
Microsoft Office
Canto
Online Databases
Certification
FINRA Fingerprinted
Timeline
Investment Alternatives Senior Analyst
Mercer - MarshMcLennan
01.2020 - Current
FINRA Fingerprinted
08-2019
Marketing Intern
College Weekends
01.2018 - 08.2018
BBA - Economics
University of Georgia
08.2017 - 12.2019