Emil E. Barci, CFA

Experience

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  Northern Trust

  Mar 2006 - Mar 2010

  Directly managed investment portfolios for high net worth clients in addition to providing day-to-day support for three senior portfolio managers with roughly $1 billion in assets under management. Managed monthly compliance reviews for team of portfolio managers.• Promoted to Investment Officer • Initiated and managed projects to streamline client management which freed up time for portfolio managers to provide a higher level of service• Selected to proctor meetings for the Concentrations Committee to discuss the risks of concentrated positions within client portfolios • Worked with wealth strategists and portfolio managers to bring in new business of $35 million Show less

  • Investment Associate

    Oct 2007 - Mar 2010

  • Senior Portfolio Accounting Analyst

    Mar 2006 - Oct 2007
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  University of Illinois at Chicago

  Jun 2010 - Dec 2012

  Full-Time MBA/MSA Student

  Concentrations in Accounting and Finance

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  Freelance

  Feb 2012 - Jul 2013

  Finance & Operations Consultant

  Consult with start-up and early-stage companies to aid in the development of financial and accounting-related strategies. Analyze day-to-day operations and suggest improvements to management that enhance the business’ value.• Perform competitive analysis and assess market potential for the firm’s products/services• Forecast sales and construct pro-forma financial statements to estimate the firm’s valuation• Construct financial reporting systems utilized in operational performance evaluations• Create material used in presentations to prospective investors Show less

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  Savvo digital sommelier solutions

  Jul 2013 - Jul 2014

  Finance & Operations Manager

  savvo provides touchscreen decision making guides for wine and wine related products positioned at the point of purchase – in the wine aisles. By offering consumers multi-category search options, users are quickly matched with the right wine for them given the store’s inventory. No longer will the wine buying process be a point of frustration for the consumer and a missed opportunity for increased sales and strategic marketing for retailers and wine producers.

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  Northern Trust Corporation

  Mar 2014 - now

  Senior Investment Officer, Senior Portfolio Manager