Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Truong Nguyen

Randolph,MA

Summary

Dynamic Unclaimed Property Analyst at Avenu Insights with expertise in financial reporting and data management. Proven track record of enhancing productivity through effective project management and client communication. Mastered SQL and Excel to streamline processes, ensuring timely delivery of critical reports and fostering strong relationships with stakeholders.

Overview

4
4
years of professional experience

Work History

Unclaimed Property Analyst

Avenu Insights
Quincy, MA
03.2025 - Current
  • Assisted by becoming a liaison between clients, claimants, brokerage firms, private firms, and transfer agents
  • Performed portfolio reconciliations, conducted investment research, managed client relationships, and led various strategic projects.
  • Processed global/domestic securities/funds transactions, incoming/outgoing wires, and ad hoc reports
  • Assisted Maine, Arizona, and Connecticut with multiple transactions and reports, utilizing Nexen and Excel.
  • Managed all reports' parameters, schedules, and distribution profiles for associates and clients.

PRODUCT INFORMATION ANALYST

Putnam Investments
Boston, USA
05.2022 - 07.2024
  • Successfully managed multiple client deadlines by prioritizing tasks, addressing last-minute requests, and effectively communicating with clients for extensions.
  • Delivered all projects on time, increasing productivity, and achieving all quarterly goals. Mastered Putnam's programs, including SQL queries on Microsoft Access, within two months, leveraging these tools to retrieve company financial data and enhance team productivity through thorough research and proactive clarification when needed.
  • Analyzed and assessed Putnam fund information, including performance returns and attributions, through financial data sources within an internal database and financial shareholder reports, ensuring accurate communication across diverse business groups.
  • Utilized Seismic and Excel to generate and present comprehensive product information to key investing clients.
  • Created monthly shareholder reports and fulfilled recurring data requests, including attribution, books, and dividend information. Collaborated with cross-functional teams to develop marketing materials and enhance fund promotion efforts.

FINANCE INTERN

Force Family Office
Boston, USA
05.2021 - 09.2021
  • Revolutionized stock trading with automated Google sheet pulling data from multiple sources to identify and filter low-traded stocks and track price fluctuations, resulting in continued use and improvement by new interns.
  • Facilitated seamless communication with remote teams by setting up calendars and organizing Zoom meetings, assisting in high-level project completion, and providing feedback for webinars on financial topics.
  • Conducted research on SPACs for reverse merger allocations using automated data pulling. Examined tax and bank account statements on companies found.

Education

BSBA - Finance

Suffolk University
05-2022

Skills

  • Financial Reporting
  • Data Management
  • SQL
  • Excel
  • Research
  • Communication
  • Project Management
  • Seismic
  • Nexen
  • Problem solving
  • Portfolio management
  • Client communication

Projects

Individual Portfolio Investment, M1 Finance, Developed a long-term stock portfolio through fundamental analysis, achieving an 18% return within 3 months. Furthermore, the portfolio has achieved average YOY returns of 20% since 2021. Data & Decision Analysis, Data Analyst, Suffolk University, Constructed a quantitative model using Excel and Google Data Studio to predict COVID-19 case growth based on search trends across 20 countries., 01/22, 05/22

Timeline

Unclaimed Property Analyst

Avenu Insights
03.2025 - Current

PRODUCT INFORMATION ANALYST

Putnam Investments
05.2022 - 07.2024

FINANCE INTERN

Force Family Office
05.2021 - 09.2021

BSBA - Finance

Suffolk University

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