Alicia Bailey - Marketing Analyst Resume Simple
I am a highly motivated and results-oriented professional with a proven track record of success in the financial services industry. I have a strong background in the areas of finance, accounting, and operations.
  • legal, accounting, operations, payments, derivatives, credit, and accounting, audit, clients, reports
  • financial planning, asset management, management, clients, reports, planning, human resources, finance, accounting, it, liaison, research, budgets
  • 2017-12-252017-12-25

    Marketing Analyst

    NSF International

    • Prepared and analyzed credit reports, trading, and accounting records for clients. Audit and security of all legal entities.
    • Created a model to track the trading of the firm's operations and the company’s portfolio of the firm. This included the creation of a new bond repurchase program, and the issuance of a monthly interest payments.
    • Managed the derivatives portfolio of the company and provided support to the investment team. Worked with the traders to ensure that the trade execution was properly executed.
    • Managed the development of a new client’s website, which included the creation of a web based application, and the creation of a new website.
    • Researched and analyzed the market conditions of the company and its competitors. Also, used the company's proprietary data to create a model to evaluate the relative value of the client.
    • Analyzed and reported on the company’s macroeconomic news and industry trends. Presented findings to the CEO. Wrote and published the Board of Directors reports.
  • 2017-12-252017-12-25

    Asset Management Intern

    Brigham Young University

    • Assist the Controller in the preparation of budgets, financial reports, and other ad hoc projects as needed. Act as a liaison between the accounting and Finance departments.
    • Provide research to clients and management on the financial aspects of the company’s IT, payroll, and Human resources.
    • Provide financial planning services to individuals and small businesses. Prepare and present financial plans. Attend meetings. Utilize client information to create and maintain client relationships.
    • Prepare asset allocation models for the client to determine the best fit for each individual project. The model will be used to calculate the IRR and NPV of the investment.
    • Prepare asset allocation models for the client to determine the best fit for each individual portfolio. Also, monitor the performance of the portfolios and make recommendations for the investment Committee.
    • Performed asset allocation for the entire company, including the development of a new asset management system. (A).