Position:
Hedge Fund Portfolio Supervisor at SEI Investments
Location:
Greater Philadelphia Area
Work:
SEI Investments
since Jan 2011
-
Hedge Fund Portfolio Supervisor
SEI Investments
- Oaks, PA Dec 2007 - Jan 2011
-
Senior Portfolio Analyst, Portfolio Analyst
Morgan Stanley Dean Witter
- Wayne, PA Dec 2006 - Aug 2007
-
Intern
Township of Lower Merion
- Ardmore, PA May 2006 - Jul 2006
-
Intern
Education:
Bloomsburg University of Pennsylvania 2003 - 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
CFA Institute
Skills:
Bloomberg, Alternative Investments, Valuation, Microsoft SQL Server, MarkitWire, Bloomberg Terminal, Hedge Funds, Financial Analysis, Derivatives, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Investments, Process Improvement
Awards:
Shining Star Award
SEI Investment Manager Services
A prestigious, highly esteemed nomination-only recognition program; Conducted quarterly within the business unit (500+ individuals)
• Teamwork Award - Q1 2011, Q1 2008
• Teamwork Nomination - Q2 2010
• Innovation Award - 2010
• Quality of Work Nomination - Q4 2008
• Client Services Nomination - Q1 2008
Career Launch Network
SEI Investments
Leadership program consisting of high performing junior employees