• Client Data & Returns

    Citigroup (New York, NY)
    …+ Lead creation of Citi financial reports and liaise with finance teams to provide a summary of financial trends and insight to senior management + Lead analysis of ... forecasts, strategic and operating plans, and create monthly outlooks in partnership with segment, business, and country financial planning and analysis teams + Prepare analytics in support of CEO Reviews including business initiatives + Lead analysis of… more
    Citigroup (06/14/24)
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  • Portfolio & Performance Analysis Senior Associate

    JPMorgan Chase (Brooklyn, NY)
    …stakeholders and client reporting teams + Validate and reconcile investment returns to ensure data integrity and completeness for quarterly factsheet ... and stakeholders globally to deliver accurate and insightful performance measurement and attribution analysis & reporting. You will have a unique opportunity to… more
    JPMorgan Chase (07/13/24)
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  • Assistant Controller - Multi Credit

    Neuberger Berman (New York, NY)
    …to monthly performance estimates, close packages/NAV, allocations, waterfalls and fund returns + Oversight of the Fund Administrator responsible for the preparation ... + Maintain expense register and ledger for expense budgeting, attribution , and forecasting + Oversight and compliance of fund...knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data more
    Neuberger Berman (07/17/24)
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