Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah McArdle, CIPM

Ballwin,MO

Summary

Dedicated analyst with 17 years of experience in investment performance. Passionate about sharing knowledge and bettering the skills of individuals through leading, training and auditing.

Overview

17
17
years of professional experience

Work History

Analyst

Cardinal Investment Advisors
11.2009 - Current
  • Reconcile monthly investment performance and produce performance presentations for clients totaling $20 B in AUM
  • Support clients with additional analysis and ad-hoc requests such as investment manager fee analysis and compliance
  • On the Performance Leadership Team for four years, leading the People Team, responsible for analyst training
  • Created and presented quarterly training sessions to analysts
  • Maintained new employee handbook and onboarded new hires
  • Lead Tester, responsible for system testing for CarMel, Cardinal’s proprietary performance system
  • Wrote quarterly system release notes for CarMel
  • Assisted in custody research for six years
  • Help analysts on systems, performance, attribution and reporting
  • On beta team for onboarding clients into MicroStrategy; comfortable using templates to set up client reports
  • Participated in enhancing and creating new screens for CarMel 2.0
  • Co-led the 2016 after-tax performance audit

Financial Markets Specialist (contract Position)

Thomson Reuters
07.2009 - 10.2009
  • Utilized customer service skills to assist clients with questions pertaining to Reuters 3000 Xtra.

Trust Analyst

Southern Company
06.2007 - 05.2009
  • Focused on multiple trusts: domestic and international equity asset classes within Master Retirement Trust, NDT (Nuclear Decommissioning Trust), VEBA (Voluntary Employee Benefit Association) and Southern Company Foundation
  • Prepared performance reports for quarterly board meetings
  • Oversaw accounting and return reconciliations between custodians and investment managers
  • Ensured compliance with accounting guidelines and investment manager adherence to their guidelines
  • Helped prepare for internal/external audits
  • Rebalanced funds relative to their target allocation
  • Reviewed department monthly budget; computed pension reimbursements
  • Drafted documentation for cash transfers

Education

Certificate in Performance Measurement
04.2012

Bachelor of Science in Business (AACSB-Accredited) - Finance Major; Economics Minor

Eastern Illinois University
Charleston, IL
05.2006

Skills

  • Leading teams
  • Training
  • Technical writing
  • Client service
  • Conducts meetings
  • Communication
  • Meets deadlines
  • Detail-oriented
  • Proofreading
  • Microsoft Excel and PowerPoint (intermediate)
  • Bloomberg (intermediate)
  • MicroStrategy (basic)
  • MS Excel

Timeline

Analyst

Cardinal Investment Advisors
11.2009 - Current

Financial Markets Specialist (contract Position)

Thomson Reuters
07.2009 - 10.2009

Trust Analyst

Southern Company
06.2007 - 05.2009

Certificate in Performance Measurement

Bachelor of Science in Business (AACSB-Accredited) - Finance Major; Economics Minor

Eastern Illinois University

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Sarah McArdle, CIPM