RFP WRITER Resume Des Moines, IA - Hire IT People

SKILLS:

Proficient with: Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, BlackRock’s Aladdin, and Bloomberg.

WORK EXPERIENCE:

RFP WRITER

Confidential, Des Moines, IA

Responsibilities:

Managed multiple projects simultaneously with strict deadlines while maintaining competitive form and data integrity on a consistent basis.
Worked closely with sales and distribution teams, product specialists and investment staff to develop clear and concise proposals for multiple asset classes to win the company new business.
Analyzed and verified investment characteristics, return data, and other additional attachments to ensure an accurate and complete proposal was submitted.
Communicated effectively with all parties involved in the RFP process by addressing issues early in a kickoff call and by providing frequent updates via email or telephone as deadlines approached.

FIXED INCOME PERFORMANCE SPECIALIST

Confidential, Des Moines, IA

Responsibilities:

Analyzed performance metrics of fixed income portfolios to execute weekly, monthly & quarterly reports.
Completed daily index loads, pulling information from Barclays Live & Bloomberg.
Reconciled transactions from overnight processes and performed checks to ensure that daily returns, accrual changes & cash movements were accurately accounted for.
Performed month - end attribution of portfolios comparing returns with Confidential and Sylvan to explain basis point variances of performance.

INVESTMENT OPERATIONS INTERNSHIP

Confidential, Des Moines, IA

Responsibilities:

Completed daily, weekly, monthly, & quarterly reports regarding assets under management, trading models, cash flows, new clients, openings & closings of securities, and APL models.
Updated trading models on a daily basis for portfolio managers and traders.
Communicated with Sponsor contacts in order to resolve a number of queries pertaining to new account paperwork, account freezes & unfreezes, account terminations, and tax harvests.
Consulted on marketing and operations for the small business, Lil’ S
Researched both a competitive analysis and industry analysis of the baby product market.
Analyzed key trends within technology, regulation, social and cultural norms, and socioeconomic status.
Presented our findings along with a grass roots marketing plan to the CEO.