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Work Background
Apollo Global Management, Inc.Fund & Counterparty Onboarding Analyst
Jun. 2023New York City Metropolitan Area
CENTURY 21®Real Estate Consultant
Apr. 2023 - Mar. 2024Fairfield County, Connecticut, United States
CitiInstitutional Client Onboarding Senior Analyst
Mar. 2022 - May. 2023New York City Metropolitan Area• Reviewed client formation documents for regulatory adherence and onboarding.
• Liaise with legal, tax reporting, sales, traders, credit, and the client to streamline account setups.
• Evaluated, propose, and lead projects on improving internal client onboarding systems and procedures.
• Provided legal agreement subject matter expertise to help the team navigate onboarding clients with complex account structures.
• Support UAT infinitives for testing fund onboarding and contract managing systems.
CitiJunior Legal Data Management Analyst
Sep. 2021 - Mar. 2022New York City Metropolitan Area• Troubleshoot legal data issues with the broader client onboarding team
• Support and develop initiatives for legal data integrity and normalization
• Review legal documents and extracting of key provisions
• Liaise with internal stakeholders to identify opportunities to execute trading documentation for clients.
Lord, Abbett & Co. LLCPerformance & Portfolio Analytics Apprentice
Mar. 2021 - Sep. 2021Jersey City, New Jersey, United States• Developed custom reports showing the value of portfolio holdings, including performance, risk measures, and segmented breakdowns for portfolio managers using SQL.
• Routinely validated portfolio segmentation and characteristics for investment managers and their clients.
• Automated routine monthly and quarterly reports for institutional clients.
• Collaborate with various teams to deliver preliminary reports to capture new business for the firm.
ExelonBusiness Analyst I
Nov. 2020 - Mar. 2021Maryland, United States• Streamlined the data collection and reporting process using excel macros and pivots.
• Investigated authentication risks and provided short briefs providing qualitative insights.
• Identified and improved the cybersecurity risk data collection process.
LinkedInAnalyst
Dec. 2019 - May. 2020New York, NY, United States- Analyzed customer data to find the relationships between survey scores and revenue using excel functions.
- Collaborated with the sales managers and software developers to improve the data collection.
- Streamlined the customer success story collection process.
- Mitigated risks by creating models to measure a project's timeliness and level of effort.
- Drafted agile project plans to manage third party vendors for the customer experience team.
Bank of America Merrill LynchBusiness Analyst I
Aug. 2018 - Dec. 20191133 Avenue of Americas- Developed Access Databases to query, collect, and clean financial contract data for senior management.
- Provided Excel macros to organize and munge data for project managers.
- Drafted procedure guides to streamline the process for analyzing, manipulating, and creating reports for financial contract data.
- Held weekly meetings, presenting dashboards with key insights, and brainstorm process improvements based on the presented data.
- Gathered requirements and prepared business requirement documents (BRD) for system updates to adapt to changing regulations.
Bank of America Merrill LynchGlobal Markets Client Onboarding Intern
Feb. 2018 - Aug. 20181133 avenune of americas- Assisted the Data Quality Team with data hygiene projects. - Supported VP’s with ad-hoc requests and contract reviews.
- Updated and filed procedure guides for regarding the contract clearing process - Shadowed project managers on projects regarding software updates and provided administrative support.
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