MARYAM ALMOREE
Trumbull,CT
Summary
Proactive and bilingual Reporting Analyst committed to teamwork that leads to a team’s success. Focused on continual professional and personal growth, including the improvement of business and economic knowledge. Detailed oriented, Well-versed in developing credit risk models. Looking to bring a successful background in account management and credit analysis. MBA with unique blend of experience in business analytics, client relationship management and business operations
Overview
12
12
years of professional experience
Work History
Senior Analyst, Client Delivery Specialist – Data Solutions
iCapital
05.2024 - Current
- Company Overview: iCapital acquired Mirador, Inc in May 2024
- Responsible for implementing and maintaining performance reporting systems for enterprise level wealth managers
- Manage relationships with advisors and oversee project management of onboarding, data maintenance, and handle daily inquiries and requests from clients over email, and assist with daily audits in the platform Addepar such as asset classification, cash flow review, reconciliations, TWR, and unit verification failures
- Act as the main point of contact for several client engagements and meet with clients via zoom on a weekly basis
- Verify optimal data accuracy for Alternative Investments and help create consolidated performance reports for end clients to support well-informed decision-making and educate clients on how to use Addepar’s system functionality
- Review Performance Reports and send them to clients on a Weekly, Monthly, or Quarterly basis
- Selected Client Experience
- UBS Wealth Management – Responsibilities include meeting with advisors and overseeing onboarding process from initial set up of ownership structures, working with outside fund contacts and maintaining ongoing alternative investment positions, and ultimately producing and maintaining ongoing performance reports and client dashboards
- Jordan Park Group– Responsibilities include meeting with advisors and overseeing onboarding of investment data; communicating with both JPG advisors and fund contacts to gather historical data and maintain investment performance data for reporting needs
- Callan Family Office – Responsibilities include onboarding and reconciliation of client investment data across a variety of asset types including commercial real estate, direct investments, private equity, and hedge funds.
Corporate Credit Analyst Officer
Arab Bank for Trading and Investment
12.2012 - 08.2014
- Develop comprehensive understanding of financial statements, enhancing opportunities to assess risks
- Reviewing/preparing credit analysis memorandum, in additional to supervising credit analyst staff
- Analyze collateral valuation against the requested financed amount, and discuss the nature of the collateral and the ability of liquidation
- Effectively analyze credit applications utilizing the scoring model to provide a complete assessment of the applicant's credit risk to the upper management, including initial recommendations and decisions within approved credit authority, suggested credit limits, collateral type and tenor
- Monitor and maintain compliance with internal controls and government regulations
- Regular monitoring of current clients financial and non-financial data to ascertain level of risk involved for extending credit, ensuring collateral and covenant remain within approved loan and update all required documentation of the client
- Regular meetings with the clients involving updates on client’s business to mitigate possible risks in addition to discussing new possible finance facilities as needed
Education
Master of Business Administration - Finance
University of Connecticut
Storrs, CT07.2024
Skills
- Addepar
- Microsoft Office Suite
- Excel
- PowerPoint
- Word
- Outlook
- Salesforce
- Smartsheet
- Bloomberg Market Concepts Certified
Timeline
Senior Analyst, Client Delivery Specialist – Data Solutions
iCapital
05.2024 - Current
Corporate Credit Analyst Officer
Arab Bank for Trading and Investment
12.2012 - 08.2014
Master of Business Administration - Finance
University of Connecticut
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