mehdi dalavarian

Supported Portfolio Manager through daily maintenance of foreign currency transactions. Identified currency trades to meet cash obligations for securities payments, resolved compliance violations, and monitored currency exposures.

Selected by Chief Compliance Officer (CCO) to develop trading analysis process surrounding high profile accounts, including performance fee and hedge fund accounts, to support proactive development of SOX protocols.

Hired as Junior Portfolio Compliance Analyst; quickly promoted to Team Lead managing 7 analysts. Performed daily compliance analysis of PIMCO's flagship Total Return Fund, notified trade floor on compliance violations, and prepared ad hoc compliance reports for account managers and clients.

Recruited to take charge of reporting requirements and automate the group's models to reduce errors and completion time. Automated and rebuilt all 7 core models with fail-safes, resulting in 50% reduction in processing time. Led to better, more timely reports as well as the ability to create client "want-to-have" reports. Created team's infrastructure, which minimized task coverage risk points, standardized reporting tools and processes, outlined succession plan, and improved employee retention by 200%. Integrated external database to satisfy client's new reporting requirements, reducing development time for priority initiatives, like Channel Reporting tool, from 9 months to 2 months.

* Recruited to drive efficiencies and rebuild team in high employee turnover environment. * Managed Pricing team that priced and verified 125,000 different securities daily for 3 regions using 6 pricing sources. * Managed 14 direct reports, 12 major Pricing projects, and 92 daily processes. * In the first 6 months, rebuilt and automated majority of the Pricing models single-handedly, installing fail-safes and standardizing upload templates for ease of use. * In 18 months, built a strong, efficient team of analysts and trained staff in standard processes and models. * Implemented 122 automated solutions for IMS teams. Built new pricing models, improved existing reports, and created tools that resulted in dramatic reduction in cycle times for core functions.

* Recruited to help rebuild Quota team and automate/update the group's models to be scalable to meet the changing needs of firm. * Conduct quantitative and qualitative analyses to support coverage models, fiscal planning, Go-To-Market strategy, sales resource and investment decisions, and quota recommendations. * Synthesize findings, storyboard & craft presentations, and communicate recommendations to senior leadership * Provide in depth analytics to measure the performance of sales teams globally and quarterly attainment reviews to Sales Executives. * Build sales capacity models, including TBH forecasting, for Sales Teams WW and Sales Specialists.