Sean L. Bradshaw
Philadelphia,PA
Summary
Dynamic Senior Analyst at Hamilton Lane Advisors with a proven track record in generating upsell opportunities and enhancing client engagement. Skilled in data analysis and presentation delivery, I excel in fast-paced environments, ensuring data quality across 60+ portfolios, while fostering personal client relationships. A quick learner with leadership abilities, I thrive on achieving results when faced with unique and unexpected challenges.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Analyst - Client Services and Technology Solutions
Hamilton Lane Advisors
07.2023 - Current
- Acted as regular point of contact for proprietary SaaS platform. Generated upsale opportunities, assisted clients in day-to-day use, and performed software demos for client onboarding.
- Responsible for monitoring and reporting on more than 50 client portfolios with mandates across multiple asset classes within private markets. Communicated with General Partners to gather data on privately managed funds.
- Produced quarterly performance reports, as well as other ad hoc analysis for LP clients. Ensured data quality.
Client Associate - Intern
RBC Wealth Management
Boston, USA
06.2022 - 08.2022
- Built customized models for data visualization and personalized analysis as support for a team of 3 Financial Advisors within the Private Consulting Group (PCG), managing over $250 million AUM.
- Interacted with high net worth and ultra-high net worth clients on a daily basis. Interactions included incoming and outgoing phone calls, emails, as well as Webex and Zoom meetings.
- Handled all other projects for the team including creating materials for prospecting meetings, helping with current client presentations, and sending out personal client touch communications.
Market Research - Intern
Delta A.I.
Madrid, ES
09.2021 - 12.2021
- Responsible for presenting weekly to the founders; these presentations highlighted key findings about quantitative investment strategies and helped identify competitive features and consumer trends.
- Provided feedback for the development of a new algorithmic trading tool.
Financial Professional - Intern
The Moody Street Group
Newton, USA
06.2021 - 08.2021
- Prospected over 300 potential new clients for the firm including cold calls, leveraging personal network to assess interest, and other methods to generate leads.
- Accompanied senior staff to client facing meetings. Responsibilities in these meetings were to help prepare presentations for individual client goals as well as take notes to help benefit the client moving forward.
Education
Bachelor of Business Administration - Finance & International Business, Spanish
Villanova University
Villanova, PA05.2023
Skills
- Microsoft Office applications
- iLevel and Cobalt
- Pendo and Salesforce
- DealCloud and FactSet
- Bloomberg and Addepar
- Jira project management
- Leadership abilities
- Individual contributor success
- Team collaboration
- Multi-tasking proficiency
- Presentation delivery
- Quick decision-making
- Fast learning aptitude
- Pressure management
- Hitting deadlines
Certification
- Massachusetts Health & Life Insurance License, NPN 19966339
- Chartered Financial Analyst (CFA) Program, Passed Level 1, 05/25
Languages
English
Native/ Bilingual
Spanish
Professional
Portuguese
Limited
Timeline
Senior Analyst - Client Services and Technology Solutions
Hamilton Lane Advisors
07.2023 - Current
Client Associate - Intern
RBC Wealth Management
06.2022 - 08.2022
Market Research - Intern
Delta A.I.
09.2021 - 12.2021
Financial Professional - Intern
The Moody Street Group
06.2021 - 08.2021
Bachelor of Business Administration - Finance & International Business, Spanish
Villanova University