Nathaniel Baldi, CFA

Experience

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  Baldi Enterprises

  Jan 2009 - Jan 2016

  Assistant Office Manager

  Performed office manager responsibilities for a contracting business, such as employee management and work delegation. Managed company cash flow through active management of accounts receivables and accounts payables. Prepared tax documentation, including quarterly payroll and sales tax returns. Interacted with customers and suppliers via written and oral communication.

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  Cigna

  May 2016 - Aug 2016

  Treasury Department Intern

  Developed a liquidity forecast for one of the global holding companies utilizing a state of the art Treasury management system. The initiative resulted in both cash flow maximization and time savings through automation. Assisted project team in implementing a new statutory unclaimed property reporting platform. Participated in brainstorming sessions to determine the most efficient methods for migrating data from the legacy platform to the end-state system. Developed macros driven program to facilitate the data conversion. Utilized the competency to learn and apply quickly in order to support the department’s daily production responsibilities. Key functions performed include stop payments and payment reissues to customers and healthcare providers as well as non-receipt wire investigations for the company’s international operations. Show less

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  Bryant University

  Jan 2017 - Jan 2018

  Portfolio Manager at Bryant University Archway Investment Fund

  Portfolio manager in the $1.4 million student-managed long equity portfolio, managing the fund’s holdings in the energy, materials, and utilities sectors. This included managing the fund in terms of asset allocation, diversification, performance measurement, use of derivatives for risk management purposes, and risk/return analysis for long equity portfolios.

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  Cigna

  May 2017 - Aug 2017

  Portfolio Management Intern

  Worked with the Portfolio Management team in the Cigna Investment Management department to update and enhance Cigna’s investment strategy workbooks. Utilized forecasted asset projections for liability-backing portfolios and surplus portfolios in order to propose investment strategy adjustments at both a legal entity level and individual portfolio level. Updated and enhanced a sensitivity analysis workbook which brings in external capital market assumptions and current and proposed asset allocations in order to analyze portfolio return and volatility metrics. Show less

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  Cigna

  May 2018 - Jun 2020

  Trading Assistant
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  The Cigna Group

  Jun 2020 - now

  Investment Lead Analyst