, US
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Data Analyst, Business Analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Experienced
Languages:
Highlights:
Skills:Python, R, SQL, VBA, Tableau, Excel (pivots & array formulas), Access Relational Database, HTML, CSS, Data Optimization, Google Analytics, Google Cloud Platform, AWS, Machine Learning using scikit-learn, Matlab, Hypothesis testing, Multi-regression, Bloomberg
Investment Performance Analyst 02/2018 - 05/2019
Informa, White Plains, NY United States
Industry: Business Intelligence
•Experienced and data-driven performance analyst with a demonstrated history of working in business intelligence and operations within the financial services industry
•Developed a relational database that automate work processes
•Assumed responsibilities for all the investment managers and portfolios from a former senior analyst who was working at the company for five years while training a new analyst with my old workload
•Implemented an Access relational database with VBA and SQL to automate account processing, prioritize tasks and centralize critical information about 30 portfolios to cut processing time in half
•Reconciled any data discrepancies by analyzing financial statements and data feeds provided by 10 investment managers and third party data provider Evare
•Devised dataflow improvements while working directly with developers through Jira to resolve data issues
•Troubleshot reporting tools by researching inflows, outflows, dividend payouts and accruals and provided clients with return proofs for portfolios’ performance using modified Dietz method--
Investment Mgmt. Operations Analyst 07/2016 - 12/2017
State Street, Boston, MA United States
•Developed and implemented VBA and macro-enabled workbook to automate daily reconciliation of options and swaps
•Automated daily derivatives reconciliation through macros to cut processing time by more than half
•Optimized processing time for manual swap trades while insuring data accuracy through macros
•Facilitated swaps and options operations by identifying mismatches between accounting and money movements while inspecting trends or error patterns
•Diligently communicated with different client groups within and outside of State Street to meet daily NAV evaluating deadline for multiple funds while providing trade support to offshore teams on custody and accounting inquiries--
Bentley University 09/2012 - 05/2016
, , United States
Degree: Bachelor's Degree
Major:Actuarial Science
Minor:Finance & Business Studies
•Dean’s List | President’s Academic Scholarship | Honors Program
Tien Nguyen_Resume analyst, data, financial, database, sql, vba