验证专家 in 金融
艾伦 specializes in answering her clients' complex financial and analytical questions with innovative techniques. She is excited to bring to Toptal clients a vast set of tools to employ on analytical projects. Her unique talent is a seamless combination of data sourcing, 编程, 财务分析, 故事板, 和可视化.
- Constructed a custom budget model for a multi-billion-dolllar real estate portfolio. The model generated fullly custom financial statements for each individual property that then rolled up into regions and corporate.
- Built extensive retail models for an eCommerce business to analyze sales over a wide variety of SKUs and wholesale partners. Created custom metrics to monitor for opportunities to expand the assortment at various retailers.
- Tightly integrated the data warehouse with analytical tools with SQL, PowerPivot, and Power BI.
- Created pro-forma financial statements for a pre-revenue company that included debt convenants and headcount detail.
- Set up and managed the interest-rate and foreign-currency hedging operation for the energy-交易 subsidiary of UBS Warburg.
导演 of Financial Trading
- Structured and executed interest-rate swaps and swaptions on up to $750 million in notional principal, including amortizing structures.
- Devised currency-hedging strategies for various internal and external exposure.
- Managed a $2 billion Canadian fixed-income portfolio.
- Traded US Treasury and Eurodollar futures as well as sovereign cash instruments.
- Traded spot, forwards, and par forwards, in all major currencies.
- Managed over fifty institutional fixed-income portfolios.
- Traded mortgage-backed securities, agency debentures, and U.S. 美国国债.
- Designed and programmed a fixed-income 交易 application used by the entire fixed-income department for portfolio management, 交易, 贸易结算.
- Worked on fixed-income derivatives and equity proprietary-交易 desks.
- Managed all interest-rate and foreign-currency exposures for a $1 billion portfolio.
- Developed and implemented exotic dual-commodity, path-dependent option models.
- Valued asset acquisition and divestitures, including a $170-million physical-asset acquisition.
Chartered Financial Analyst (CFA) in Financial Analysis
Association for Investment Management and 研究 - Nationwide (USA)
Master of Business Administration in 金融 and Corporate Strategy
Ross School of Business, University of Michigan - Ann Arbor, Michigan
学士学位 in 金融 and Accounting
Wharton School of Business, University of Pennsylvania - Philadelphia, Pennsylvania
Stanford University | via Coursera
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