Kelly R. Jones
123 Main Street, Apt. 101
New York, New York 10001
202-555-1234
kellyjones@gmail.com

Objective
	Financial Analyst position in the financial services industry in the San Francisco area.

Education
	Bachelor of Business Administration in Finance	May 2011
	University of Notre Dame	South Bend, Indiana
	GPA: 3.4 on a 4.0 scale

Experience
	Portfolio Analytics Analyst	August 2011-Present
	Big Financial Firm, Inc.	New York, New York
		• Provided full support of Analytics Reports to the Short Duration Credit, Long Duration Credit, High Yield Credit, Bank Loans and Australian Fixed Income Portfolio Management teams on a daily basis
		• Tracked day to day fluctuations in client portfolios by tracking swings in Duration and Spread Duration, Cash Flows, large NAV changes and changes in Tracking Error to ensure that the portfolio managers risk mandates are being properly reflected in their portfolios holdings and risk reports
		• Responsible for a creating a suite of analytics reports for each team of portfolio managers. 
		• Created new reporting according to the state of the Markets in order to view portfolios in the most effective manner
		• Worked with the client facing side of the business to provide reporting to show performance, and breakdowns by Sector, Asset Type, Ratings and Risk Country according to the Portfolio Manager’s needs
		• Analyzed rare fluctuations in securities held in our portfolios to ensure the accuracy of our model’s valuation
		• Ensured the quality and accuracy of risk and performance reporting by keeping in touch with each Fund’s administrator and their accountants to ensure that their Official NAVs are reflective of the true value of the fund
		• Enhanced automatic Risk, Performance, Attribution and Compliance reporting to run daily through overnight processes in order to process large quantities of data on a daily basis
		• Analyzed newly traded securities on the Aladdin platform, the realm of securities managed by the company, on a nightly basis to ensure the accuracy of the risk analytics generated by our financial valuation and risk models.

	Private Wealth Management Summer Analyst	June 2010-August 2010
	Big Wealth Advisors & Co.	Seattle, Washington
		• Supported Private Wealth Advisors and their team of analysts by creating asset allocations for clients and prospects
		• Created account aggregations and comparisons in Excel spreadsheets for quarterly portfolio performance reviews  
		• Analyzed various investment vehicles on the company’s platform to determine performance and outlook