Years of experience: 4
Financial AnalystInvestor Relations🧨 Consulting🏦 FinanceBusiness Analyst
Trust Score
Highly reliable; strong professional involvement.
Kate's Career Path
Nov. 2022 -Present
ConfluenceClient Services Consultant
Indianapolis, 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...
Jan. 2022 -Nov. 2022
Fiducient AdvisorsPerformance Analyst
Chicago, 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 colleague...
Jan. 2021 -May. 2021
Indiana University BloomingtonUndergraduate Teaching Assistant for Fundamentals of Economics for Business
Remote·Held office hours to assist students with understanding and application of course material
·Assisted professor with writing of exam questions