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Analyst

Analyst at Fortigent LLC

Bethesda, MD

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Work Experience

Analyst

Fortigent LLC
-
Rockville, MD
-

January 2011 to Present (5 years, 8 months)

• Manage high net, high worth hedge fund portfolios containing millions of dollars in assets 
• Investigate alarming return variances in order to target risks and rapidly implement corrective solution 
• Conduct quality review of Security performance within specific accounts for consistency with policies, procedures and applicable regulatory guidelines 
• Record, review and report key findings as required by the functional area to management 
• Quantify critical data and develop reports based on the quality monitoring results 
• Analyze audit reports, databases and compile trend reports for every week, month and quarter-end 
• Grant input and recommendation for additional training, or policy and procedure modifications required to enhance 
service and productivity

Information Systems Analyst

Credit Suisse
-
New York, NY
-

October 2008 to September 2010 (1 year, 11 months)

• Identified, analyzed, and integrated internal and external financial information used by management to support key 
financial decision-making 
• Organized, archived, and distributed relevant financial data ensuring all employees were abreast of company and industry updates and changes to policy 
• Aided in the development and management of client public internet sites, Credit Suisse internal Intranet and various 
financial and operational databases 
• Ensured rapid and efficient flow, storage and retrieval of electronic information; including invoices, transaction 
receipts, and legal documents 
• Provided daily written administrative support

Legal Project Assistant

McDermott Will & Emery LLP
-
Washington, DC
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March 2007 to August 2008 (1 year, 5 months)

• Managed and prepared key legal documents for attorneys and clients 
• Performed legal research for Managing Attorneys in preparation for upcoming cases 
• Summarized Pleadings and Correspondence Documents for Attorney review 
• Managed and archived client materials related client cases and organized documents in the Document Review 
Database 
• Served as an Administrative Project Assistant for Managing Attorneys

Education

Bachelor of Arts in Business Management

Gettysburg College
-
Gettysburg, PA

2002 to 2006

High School Diploma

Chaminade High School
-
Mineola, NY

January 1998 to January 2002

Additional Information

Computer Skills 
Excellent knowledge of Microsoft Office: Outlook, Word, Excel and PowerPoint, QuickBooks, Sharepoint. Legal 
Trax Database, Interwoven Desk site, Lexis-Nexis, Lotus Notes, Photoshop 5.0, Financial Databases; Bloomberg.