Experience

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  Arts enterprise - uw-madison

  Aug 2012 - May 2014

  Treasurer and development director
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  Northwestern mutual

  May 2014 - Aug 2014

  College financial representative
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  Googins advisors

  Aug 2014 - Jun 2015

  Investment intern
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  First business bank

  Jul 2015 - now

  Analytical and Research Duties• Perform attribution analysis on dynamic asset allocation, company retirement plan, and individual equity portfolio models• Compile macroeconomic, fundamental, and technical market data for investment committee review• Develop internal models and analytical tools using data from Morningstar and Bloomberg to inform investment decisions• Research new portfolio allocation ideas by assessing their performance and risk metrics, composition, correlation, and drawdown profiles• Evaluate equity, fixed income, and alternative securities and their respective management companies for potential inclusion in model portfolios• Present contemporary research to the investment committee and make recommendations as needed• Run composite performance using monthly account performance and generate model factsheets• Score mutual fund holdings and provide commentary on funds that fail internal scoring metrics• Assist with trading responsibilities, including but not limited to full rebalancing, dollar cost averaging, directed trades, and cash raises for upcoming disbursements• Set up and maintain asset allocation models within the Fi-Tek trading platformRegulatory, Compliance, and Operational Duties• Generate regulatory reports for review in Trust Investment Committee and Directors Trust meetings - including Reg 9 portfolio reviews and follow-up, approved asset review, portfolio holdings report, monthly performance, and current soft dollar balances and transactions• Prepare and assess quarterly fiduciary review books for company retirement plan clients• Conduct security mapping and model set-up for new company retirement plan accounts• Maintain relevant documents and worksheets used in internal and external audits• Educate new hires and team members on Morningstar software usage and other processes Show less • Underwrite new loan requests, process loan renewals, and prepare loss memos using CreditQuest• Perform UCA cash flow analysis and calculate historic and projected debt service coverage• Conduct stress tests on commercial real estate portfolio to measure sensitivity to interest rate changes• Verify borrowing base certificates and perform real estate evaluations to ensure bank exposures are well-collateralized• Calculate collateral breakeven for equipment finance leases• Maintain overall soundness of the loan portfolio by monitoring financial and non-financial covenants and reporting covenant violations• Utilize accounts receivable and payable agings, inventory valuations, real estate appraisals, D&B reports, guarantor credit reports, and other tools to add depth to credit presentations• Compile and distribute credit presentations and loss memos for approval in loan committee Show less

  • Senior Investment Analyst

    Aug 2022 - now

  • Investment Analyst

    Apr 2020 - Aug 2022

  • Investment Associate II

    Nov 2017 - Apr 2020

  • Credit Analyst II

    Jul 2016 - Nov 2017

  • Credit Analyst I

    Jul 2015 - Jul 2016
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  United way of dane county

  Aug 2017 - Nov 2017

  Loaned executive