- 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
- 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