Rachael Kenetski
Parkesburg,PA
Summary
High performing analyst offering five years of experience in the financial industry. Leveraging strong analytical and reporting skills to successfully support business needs in a fast paced environment. Detail oriented and motivated with the ability to consistently achieve team goals.
Overview
6
6
years of professional experience
Work History
Investment Data Analyst
TIFF Investment Management
02.2022 - Current
- Produced reporting for the analytical needs of clients on a monthly, quarterly, and annual basis
- Constructed, maintained and distributed detailed materials on portfolios with a strong understanding of each client’s portfolio and relationship dynamics
- Maintained and distributed weekly internal portfolio monitors and attribution reports
- Provided support in the calculation of ad-hoc analytics related to consolidated performance, attribution, risk, asset allocation, and exposure in support of client requests or business development
- Collaborated across departments to source opportunities to add value across internal/external reporting and enhance the data management processes in place
- Assisted with the oversight of various performance, holdings and exposure data within internal systems
Performance Analyst
City Of London Investment Management Company
08.2019 - 02.2022
- Produced monthly, quarterly, semi-annual and annual reports for all applicable accounts and composites
- Produced marketing presentations and documentation as well as information for RFP's
- Maintained and updated Performance and Attribution Database on a daily basis, as well as produced daily reports for analysis of performance and attribution
- Produced value added analysis on a regular basis for distribution to Investment Management, which entailed analysis
of the firm’s funds over various time periods, giving insight into the sources and trends pertaining to performance - Provided support to Client Servicing and Business Development/Marketing
Operational Specialist
Vanguard
07.2018 - 08.2019
- Maintained strict adherence to confidentiality guidelines while handling sensitive financial information.
- Performed 401(k) transactions such as enrollments, loans, withdrawals and terminations
- Reviewed and verified details of loan applications and closing documentation
- Reviewed and verified withdrawal applications and eligibility
- Processed entries to make adjustments and post to client accounts
- Received requests to process financial transactions such as wires, checking and transfers among multiple accounts
Education
Bachelor of Science - Finance & Economics
West Chester University of Pennsylvania
West Chester, PA05.2018
Skills
- Data Analysis
- Attention to Detail
- Report Preparation
- Database Maintenance
- Presentations and Decks
- Data Integrity
- Microsoft Excel/PowerPoint
- Cross departmental communication
Timeline
Investment Data Analyst
TIFF Investment Management
02.2022 - Current
Performance Analyst
City Of London Investment Management Company
08.2019 - 02.2022
Operational Specialist
Vanguard
07.2018 - 08.2019
Bachelor of Science - Finance & Economics
West Chester University of Pennsylvania
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