Noah Comen, CFA

Noah Comen, CFA

Sales

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  • Timeline

  • About me

    VP, Portfolio Manager at Wellington Management

  • Education

    • Vienna University of Economics and Business Administration

      -

      Spring 2013 Semester Exchange

    • Bentley University

      2010 - 2014
      Bachelor of Science Finance

      Activities and Societies: Bentley Investment Group, Ultimate Frisbee Minors: Management, Computer Information Systems

  • Experience

    • Onion River Sports

      Jun 2007 - Jul 2014
      Sales

      Assisted Customers with purchases, including bikes, clothing, and accessories. Assembled bikes for the sales floor.Diagnosed and repaired customer's personal bikes.

    • Stowe Mountain Lodge

      Jun 2011 - Aug 2012
      Valet/Bellman
    • Four Seasons Hotels and Resorts

      Sept 2012 - Jul 2014
      • Valet

        Oct 2011 - Jul 2014
      • Finance Intern

        Sept 2012 - Dec 2012
    • FactSet

      Jul 2014 - Apr 2017
      Fixed Income Consultant

      Primary responsibility is to develop and sustain fixed income client accounts, through active engagement and proactive problem solving.• Active member of FactSet teams that support 7-10 client accounts across North America, comprising over $15 million in annual subscription value• Maximize client utility of FactSet’s software and services through in-depth workflow analysis • Partner with clients on long term projects designed to improve their investment process at all levels of the firm• Build, maintain, and analyze portfolio attribution and characteristic reports for clients’ fixed income and balanced portfolios• Collaborate with product development, product specialists, and software engineers to address client needs and enhance FactSet’s product mix• Ongoing study of the fixed income asset class, from both the academic and applied perspectives• Regularly design and deliver professional training to classes of new consultants, with a focus on FactSet’s fixed income product suite• Served as personal mentor to a new fixed income consultant• Frequent travel for on-site client consultation in Toronto, Montreal, Philadelphia, and Fort Lauderdale Show less

    • Wellington Management

      May 2017 - now
      • VP, Portfolio Manager

        Jul 2024 - now
      • VP, Investment Strategy Analyst

        May 2017 - Jul 2024
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Sept 2018
  • Volunteer Experience

    • Web Designer

      Issued by Werkok Youth Development Association on Jan 2008
      Werkok Youth Development AssociationAssociated with Noah Comen, CFA