
adam mayer
investment compliance and performance analyst
About
I am an experienced finance professional, with skills in equity research, portfolio construction, indexing, corporate actions, and financial modeling. I also have significant technical experience, including advanced use of Excel, SQL, Bloomberg, Factset, and Access. I am a CFA Level 2 candidate, and am continuing to work towards my goal of earning the CFA designation and using my knowledge in a challenging research career.
united states
denver
investment management
equity research, data analysis, bloomberg terminal, bloomberg, investments, equities, corporate actions, microsoft excel, sql, time series analysis, indexing, quantitative analytics, financial analysis, asset management, leadership, financial modeling, statistics, project management, economics, asset allocation, valuation, mutual funds, securities, analysis, statistical data analysis, data collection, pharmaceutical industry, quantitative research, investment management, financial services, risk management, alternative investments, fixed income, business process improvement, process automation, business requirements, visual basic for applications, pharmaceutical research, new drug application, abbreviated new drug application, prescription drugs, medicare advantage, medicare prescription drug plans, equity valuation, operations control, management, charles river ims, fair value, cash flow management
Experience

ops control analyst
janus capital group
Oversight of outsourced functions and implimenting processes and controls to reduce risk across all middle office areas (post trade, cash, collateral, clearing, ASC-820 (FAS 157) fair values, reconciliations, corporate actions, etc.) Significant use of both technical and relationship management skills

manager, index data management
charles schwab
Vendor management across numerous functions of an outsourced model - responsible for front office support, quarterly and annual vendor reviews and scorecards; individually oversee 35+ data vendors or service providers Leverage objective metrics and gather internal subjective consensus for regular contract reviews, negotiating cost, terms, SLAs, and KPIs with third parties and managing legal review before execution.

equity research associate
janus capital group
Full time six month internal rotation - full immersion into fundamental equity research including creating DCFs, relative valuations, examining sell side models, and meeting with company executives or key customers. Worked across sectors with some specialization in healthcare/biotech and industrials, where I was able to add value by automating charting/reporting of pharmaceutical data and improving massive proprietary datasets with macros/VBA to reduce latency. Designed and implemented tools using html and VBA to webscrape data that was previously manually looked up and entered.

investment compliance and performance analyst
colorado pera

senior index analyst
russell investments
* Equity research and reviews of intern and analyst research for the annual reconstitution and quarterly rebalances; use of company 10-K, 10-Q, prospectus, proxy statement, and discussions with investor relations personnel * Complex corporate action research, including international companies and constant, diligent monitoring of news, a 3000+ security Bloomberg portfolio, and other market data sources * Oversight of daily index production and a team of 10 analysts responsible for producing 550+ daily deliverables under strict deadlines with 99.8% + accuracy * Performance calculations and modeling with indexes and custom indexes * Leadership of major aspects of the annual Russell Index reconstitution, including project management of a team of eight interns responsible for researching over 17,000 items with 99.96% accuracy during 90-100 hour weeks * Timely troubleshooting and resolution of operations and complex production issues using SQL

senior portfolio accountant
janus capital group
Responsible for accuracy and timeliness of reconciliation for separate, sub-advised, commingled and ETF accounts. Training of new staff, assisting with complex reconciliations and research of issues with derivatives (Futures, Forwards, Options, Swaps) Monitoring workflow, assignments, and daily workloads; compiling metrics related to the team and suggesting/implementing process changes

portfolio accounting supervisor
janus capital group
Since 1969, Janus Capital Group has stayed true to our mission: deliver better client outcomes through actively managed investment solutions. Today, we offer a broad range of fixed income, equity, alternative and multi-asset strategies managed by Janus, INTECH and Perkins, as well as a suite of exchange-traded products. Through expertise in security selection, portfolio construction and asset allocation, we help investors meet their goals of growth, volatility management, uncorrelated returns and income.See important disclosures here: http://bit.ly/1UYPMLc
Education
colorado state university
economics
Activities and Societies: CRLA Tutoring
adam mayer's Contact Information
Phone
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