Kate Edler

Business Analyst @Confluence Technologies

Financial AnalystInvestor Relations🧨 Consulting🏦 FinanceBusiness Analyst

Confluence Technologies has made significant strides in enhancing its technology solutions, resulting in increased customer satisfaction and revenue growth. Our core business areas have shown a steady performance, with the software development and data management sectors leading the way. Our recent partnership with key tech companies has expanded our market reach and improved our product offerings. However, there are challenges in the areas of cybersecurity and regulatory compliance that need to be addressed. We recommend investing in advanced security measures and continuous staff training to mitigate these risks. Overall, the company is in a strong position to achieve its strategic objectives for the coming fiscal year.

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Work Background

ConfluenceClient Services Consultant

Nov. 2022Indianapolis, Indiana, United States• Verifies performance-based calculations performed by confluence products upon client request at portfolio and security levels • Monitors and ensures smooth operation of automation processes, reporting and miscellaneous tasks per client request • Verifies fixed-income and risk-based calculations and performance module analysis • Assists with client coverage in performance, fixed-income, risk and compliance spaces on an as needed basis • Trains new employees to proficiency in workflows, performance verification and tailoring client specific solutions • Manages projects between internal and client teams to ensure smooth implementations. • Manages client accounts and relationships to provide tailored service and ensure client satisfaction.

Fiducient AdvisorsPerformance Analyst

Jan. 2022 - Nov. 2022Chicago, Illinois, United States• Calculates, verifies and reconciles performance returns by utilizing custodial data feeds and statements • Troubleshoots and provides solutions in collaboration with money managers and custodians • Creates and proactively executes client reporting structures • Collects portfolio characteristics for a variety of investments from outside sources • Partners with Investment Operations colleagues to provide accurate data for various client-related tasks • Responds to client requests in a timely and efficient manner • Supports Investment Consultants and assists on a variety of ad-hoc projects

Indiana University BloomingtonUndergraduate Teaching Assistant for Fundamentals of Economics for Business

Jan. 2021 - May. 2021Remote·Held office hours to assist students with understanding and application of course material ·Assisted professor with writing of exam questions

HSB Hochschule Bremen – City University of Applied SciencesUndergraduate Research Intern in Aerospace Research and Design

Feb. 2020 - Mar. 2020Bremen, Germany*Internship terminated early due to Covid-19 Pandemic recall of international students, listed responsibilities were those expected during the intended internship ·Collaborated in an international student team to plan, implement the design of, produce and test a hybrid rocket motor ·Scheduled and create appropriate documentation for weekly update with supervising professor

Multidisciplinary Undergraduate Research Institute, IUPUIUndergraduate Research Team Lead

May. 2019 - Jul. 2019Indianapolis, Indiana, United States·Communicated key insights about research developments to senior stakeholders ·Lead an interdisciplinary research team to meet project milestones and ensure quality of deliverables ·Mentored junior team members in best research practices and presentation preparation ·Managed an eight week research project totaling 320 hours of project management ·Analyzed relevant academic literature to design an informed research plan ·Carried out data analysis and created data visualizations using MATLAB ·Presented research insights to a panel of judges and faculty at the University Research Symposium ·Coordinated with multiple departments to ensure presentation materials were prepared and delivered to meet presentation deadlines ·Utilized Microsoft Power Point to prepare research presentation materials

IUPUI Additive Manufacturing LabUndergraduate Research Assistant

Dec. 2018 - Jun. 2019Indianapolis, Indiana Area·Collaborated in an multinational team environment to design and produce prototypes of a medical device prototype for the Indiana University Medical School ·Measured holding force of Chest Tube Securing Devices (CTSDs) using a manual force gauge and universal testing machine ·Programmed and operated a stereolithography unit to fabricate CTSDs using high temperature resin

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