SHANICE HOWARD
Crown Point,IN
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level consulting position. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
Work History
Associate Client Investment Officer
Northern Trust Asset Management
Chicago, IL
06.2022 - Current
- Manage various portfolios of high net-worth clients with assets exceeding $10 million
- Analyze and monitor market trends and investment opportunities to advise clients on wealth management strategies
- Help develop financial plans tailored to individual client goals and risk tolerance
- Execute trades on behalf of clients using various investment vehicles such as mutual funds, bonds, and stocks
- Collaborate with cross-functional teams to ensure seamless client onboarding and account management
- Verify data accuracy and complete all client deliverables in a timely manner while accommodating any unique client requirements or requests
- Ensures client and process procedures are maintained and updated on a regular basis.
Associate Consultant
Northern Trust Bank
Chicago, IL
08.2020 - 01.2022
- Provided data aggregation, analytics, and reporting for complex investment portfolios
- Managed transactions for various fund of hedge funds, family office, and endowments
- This included processing subscriptions, capital calls, distributions, dividends, redemptions, transfers, etc
- Interpreted complex capital account statements and transaction notices
- Imported, normalized, and analyzed large amounts of historical data from multiple systems into a single platform
- This included the onboarding of new complex portfolios
- Tracked and measured performance returns against the appropriate benchmark
- Resolved any tracking error issues with portfolio returns and updated the client's asset allocation policy upon request
- Served as initial reviewer of investment and composite performance calculations, including TWR and IRR
- Served as initial reviewer of single, conventional, and blended benchmark calculations
- Prepared all investment reconciliations
- This included the reconciliation of cash, positions, performance, transactions, and alternative investment metrics
- Reviewed the NAV, allocation, and underlying client performance for alternative investments.
Senior Trade Analyst
Investment Operations Outsourcing
Chicago, IL
01.2017 - 08.2020
- Performed timely, accurate recording, and settlement of fixed income trades; resolved any trade discrepancies
- Provided operational support to client portfolio managers
- Submitted account opening and transfer forms and ensured action/set-up has been completed
- Quickly responded to and actioned client inquiries
- Maintained client confidentiality by ensuring that procedures were strictly enforced and updated
- Optimized data management systems, ensuring accuracy and accessibility of critical trade information.
- Improved existing processes and developed new processes within the team to ensure success of operational tasks; root-cause analysis of internal system issues
- Interfaced and effectively communicated with custodians, brokers, and clients on confirmation and/or settlement issues
- Maintained relationships internally and externally to ensure client satisfaction
- Trained other partners and served as a mentor for new colleagues.
Education
Master of Business Administration with Distinction -
DePaul University
Chicago, IL06.2019
Bachelor of Business Administration - Finance and Management
Saint Xavier University
Chicago, IL12.2016
Skills
- Capital Markets Knowledge
- Investment performance analysis
- Investment strategy
- Fundamental Analysis
- Portfolio Management
- Asset Management
Accomplishments
- Summa Cum Laude Honor (2016)
- Finance Undergraduate Student Award (2016)
- Dean’s List (3 years)
CFA Level 1 Candidate
I am currently pursuing the CFA Charter. I will take level 1 in February 2025.
Timeline
Associate Client Investment Officer
Northern Trust Asset Management
06.2022 - Current
Associate Consultant
Northern Trust Bank
08.2020 - 01.2022
Senior Trade Analyst
Investment Operations Outsourcing
01.2017 - 08.2020
Master of Business Administration with Distinction -
DePaul University
Bachelor of Business Administration - Finance and Management
Saint Xavier University