SHAE AMERSON
Atlanta,GA
Summary
Deadline-focused Director of Reporting highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive with remarkable sense of market and customer positions looking to maximize full potential with a well established company that will lead to a lasting profitable relationship.
Overview
24
24
years of professional experience
Work History
Director, Investment Reporting
Berman Capital Advisors | Cresset
Atlanta, GA
04.2012 - Current
- Communicates current market strategies and portfolio updates to ultra-high net worth clients
- Acts as a liaison between end clients and the company’s investment decision-makers
- Create and distribute quarterly reports to individual clients and investment groups to show current investments and performance vs. Index returns
- Process company wide billing and debiting of custodial accounts
- Managed team of 4 analysts focused on of reporting and Alternative investments in Black Diamond reporting platform
Vice President of Operations
Aurora Investment Counsel
Atlanta, GA
04.2007 - 04.2012
- Trade multiple asset classes (equity and fixed income) ensuring best execution for clients
- Work with portfolio manager and marketing director on investment due diligence and risk strategies for best performance outcome
- Directly deal with several custodial banks to ensure accounts are reconciled and perform cash maintenance to guarantee compliance obligations
- Personal Asset Management – SunTrust Banks (Wealth Management for High Net Worth Individuals)
Portfolio Model Trader
SunTrust Banks Inc
Atlanta, GA
12.2001 - 04.2007
- Communicated market developments, portfolio changes and annual performance information to clients
- Developed rebalancing strategies to minimize risk exposures
- Developed and presented proposals for new investments
Trading Assistant
Trusco Capital Management, SunTrust Banks Inc
Atlanta, GA
12.2001 - 03.2006
- Responsible for providing settlement and operational support to equity and fixed income traders
- Appointed head contact for trading department on conversion team for new accounting system (SEI)
- Investment model creation and execution of trading models around investment direction of senior management
- Anagement to ensure client profitability
- Responsible for providing analytical support to portfolio management by completing investment related tasks
Education
Bachelor of Business Administration - Marketing
Clayton College and State University
2001
Skills
- Microsoft Excel
- Service-Oriented
- Investment Performance Reporting
- Attention to Detail
- Critical Thinking
- Analytical Thinking
- Verbal and Written Communication
- Salesforce
- Quantitative Analysis
- Investment Analysis
Additional Information
- EXTRACURRICULAR ACTIVITIES, Recipient of a full scholarship in women’s basketball to Clayton State College Captain of basketball team, coach’s award senior year and record holder
Timeline
Director, Investment Reporting
Berman Capital Advisors | Cresset
04.2012 - Current
Vice President of Operations
Aurora Investment Counsel
04.2007 - 04.2012
Portfolio Model Trader
SunTrust Banks Inc
12.2001 - 04.2007
Trading Assistant
Trusco Capital Management, SunTrust Banks Inc
12.2001 - 03.2006
Bachelor of Business Administration - Marketing
Clayton College and State University