Dynamic Business Solutions Analyst with a proven track record at Ayco, A Goldman Sachs, driving a $30 million AUM increase through strategic financial modeling and stakeholder management. Expert in data analysis and cross-functional coordination, enhancing client satisfaction and operational efficiency while fostering growth in the Private Financial Management segment.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Business Solutions Analyst
Ayco, A Goldman Sachs
Cohoes, NY
12.2021 - 06.2023
Spearheaded the analysis of corporate client portfolios, identifying key growth opportunities that led to the development of tailored wealth management strategies, resulting in a $30 million increase in assets under management (AUM).
Prepared customized wealth management programs with Subject Matter Experts (SME's) that addressed the unique financial goals of 150+ current and prospective corporate clients, resulting in a 17% increase in client satisfaction ratings.
Achieved 11% customer base growth in the Private Financial Management (PFM) segment via end-to-end pipeline management and client engagement. Developed and implemented custom reporting and data management tools, resulting in a 12% reduction in project delays, and overall process improvement, enhancing operational efficiency.
Conducted comprehensive research on over 50 competitors and peer organizations, identifying emerging trends that informed strategic decisions, leading to improvements in existing service offerings, and a measurable increase in Assets Under Management (AUM).
Collaborated with subject matter experts to create five educational webinars on wealth management strategies, attracting 500+ attendees and generating qualified leads for the PFM segment
Technology Specialist
Skidmore College
Saratoga Springs, NEW YORK
12.2019 - 05.2021
Facilitated training sessions for over 300 faculty and staff on the installations of new technologies, hardware, and cloud computing platforms, achieving a 95% satisfaction rate and enhancing overall tech adoption across campus departments.
Enhanced IT support services for over 2,500 students, faculty, and staff by streamlining troubleshooting processes and implementing a new ticketing system, resulting in a 40% reduction in resolution time.
Facilitated 150+ diverse Skidmore events annually, encompassing both A/V coordination and promotional efforts, achieving a 30% improvement in participant engagement and satisfaction metrics.
Summer Research Intern
Captain Community Human Services
Saratoga Springs, NEW YORK
05.2020 - 08.2020
Conducted data collection, data analysis and data visualization techniques to analyze a 500+ client survey, evaluating the "Family Assistance Program's" effectiveness in ensuring sustainable housing and food security in Saratoga County.
Developed in-depth program efficacy analysis, applying statistical analysis to derive key metrics and presented findings via detailed reports and data visualizations, enabling data-informed strategic recommendations that enhanced internal resource allocation efficiency by 20%
Launched a targeted outreach initiative, leveraging statistical analysis to identify key demographics; data visualizations detailing campaign outcomes increased client awareness of available services by 22% across 500+ clients.