Resumes
Resumes
Investment Analyst
View pageLocation:
7595 Pinehill Rd, Lewis Center, OH 43035
Industry:
Investment Management
Work:
Hamilton Capital Management
Investment Analyst
Cfa Level 2 Candidate Nov 2014 - Jun 2016
Level 2 Candidate
Citi 2011 - Nov 2014
Senior Vice President of Portfolio Accounting In Middle Office
Citi 2006 - 2010
Senior Operations Manager and Vice President In Fund Accounting
Bisys Fund Services 2003 - 2006
Manager and Assistant Vice President In Fund Accounting
Investment Analyst
Cfa Level 2 Candidate Nov 2014 - Jun 2016
Level 2 Candidate
Citi 2011 - Nov 2014
Senior Vice President of Portfolio Accounting In Middle Office
Citi 2006 - 2010
Senior Operations Manager and Vice President In Fund Accounting
Bisys Fund Services 2003 - 2006
Manager and Assistant Vice President In Fund Accounting
Education:
The Ohio State University 1991 - 1996
Bachelors, Bachelor of Science, International Business, Finance
Bachelors, Bachelor of Science, International Business, Finance
Skills:
Mutual Funds
Portfolio Management
Fixed Income
Derivatives
Asset Management
Institutional Investments
Equities
Analysis
Securities
Alternative Investments
Financial Statements
Research
Presentation Skills
Client Presentation
Building Relationships
Operational Due Diligence
Business Ideas
Hedge Funds
Performance Management
Auditing
Managerial
Lean Champion
Lean Facilitation
Client Relations Skills
Employee Relations
Procedure Development
Increase Productivity
Middle Office
Fund Accounting
Quality Control
Financial Services
Investments
Risk Management
Finance
Financial Analysis
Portfolio Management
Fixed Income
Derivatives
Asset Management
Institutional Investments
Equities
Analysis
Securities
Alternative Investments
Financial Statements
Research
Presentation Skills
Client Presentation
Building Relationships
Operational Due Diligence
Business Ideas
Hedge Funds
Performance Management
Auditing
Managerial
Lean Champion
Lean Facilitation
Client Relations Skills
Employee Relations
Procedure Development
Increase Productivity
Middle Office
Fund Accounting
Quality Control
Financial Services
Investments
Risk Management
Finance
Financial Analysis
Interests:
Social Services
Children
Cooking
Economic Empowerment
Gardening
Travel
Children
Cooking
Economic Empowerment
Gardening
Travel
Languages:
English
Stephanie Homorody Lewis Center, OH
View pageWork:
Citi Fund Services
Columbus, OH
2011 to Nov 2014
Senior Vice President/Group Manager
Citi Fund Services
2006 to 2010
Vice President/Senior Operations Manager
Citi Fund Services
2003 to 2006
Assistant Vice President/Manager
Columbus, OH
2011 to Nov 2014
Senior Vice President/Group Manager
Citi Fund Services
2006 to 2010
Vice President/Senior Operations Manager
Citi Fund Services
2003 to 2006
Assistant Vice President/Manager
Education:
The Ohio State University
Columbus, OH
1996
Bachelor of Science in Business Administration
Columbus, OH
1996
Bachelor of Science in Business Administration
Skills:
Accounting/Finance, Auditing & Communications, Client Maintenance/Retention, Customer Service, Employee Relations, Financial Statements, General Management, Performance Evaluations, Policies/Procedure Development, Productivity Improvement, Project Development, Quality Control, Recruiting/Staffing, Relationship Building, Staff Training & Development