Investment Data Analyst with experience managing and quality controlling hedge, long only and private equity funds, analyzing investment data, and creating dashboards for financial metrics. Experienced in collaborating w…
Investment Data Analyst with experience managing and quality controlling hedge, long only and private equity funds, analyzing investment data, and creating dashboards for financial metrics. Experienced in collaborating with product and technology teams to automate data collection processes and in producing equity research reports using Excel and PowerPoint.
Managing, visualizing, and interpreting data. This involved managing data for numerous investment professionals and auditing data. Also involved in liaising with internal and external stakeholders of the business.
Was solely responsible for managing and quality controlling thousands of hedge, long only and private equity funds.
Achieved a 98% client retention rate and the signing of 10 new major clients.
Managed and analyzed investment data to identify trends, patterns, and opportunities for clients.
Evaluated Sharpe ratio, Alpha, and 15+ other performance metrics.
Created dashboards to track financial metrics and provide real-time insights for senior management.
Collaborated with the product and technology teams to automate data collection processes.
Reduced manual workload by 30%.
Enhanced data accuracy.
Audited highly confidential census data captured by Artificial Intelligence.
Achieved 99.8% data accuracy for 3 multinational clients.
Held meetings with prospective clients.
Built client confidence in data safeguarding procedures.
Contributed to the signing of a major US based client.
Produced successful equity research reports utilizing Excel and PowerPoint.
Trend analyzed businesses with other team members.
Received an Outstanding Achievement award for internship work.
Provided a personalized service to all customers who entered the store.
Was awarded best seller of Burton Mastercard’s in the store.
Contributed to the store being ranked #1 in London.
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