ryan nemes

* Analyze Micro Cap equities, looking for companies that will fit into Principle Profits portfolio * Create rankings for the securities based on ROE, Cash Flows, P/E, Debt, Book Value, and earnings * Use both fundamental and technical analysis to analyze each company

*  Processing transactions via State Street and industry technology platforms as well as researching routine or * tactical issues through interaction with team members, managers, and other internal/external groups. *  Assisted in various mutual fund custodial bank services; including asset transfers, interfund transfers, location * transfers, and researching client inquiries. *  Identifying and researching problem transactions (i.e., data quality, processing, etc.) to assist in completing and * documenting the resolution according to business unit standards. May also assist in communicating the resolution * to appropriate parties. *  Calculated interest rates, net amounts, prices, and exchange rates

* As part of the global fixed income investment operations team I was responsible for asset, cash, and market value * reconciliation process on a daily/weekly/monthly basis for 45+ accounts consisting of portfolios comprised of various fixed * income and derivative investments * Researched discrepancies with custodians, once I identified the difference I was able to get them corrected in a very timely * manner * Used various investing and reporting programs on a daily basis including: Bloomberg, Frontier Reporting, Advent Geneva, * and Query Builder.

* Involved in day-to-day process improvement. Helped to make procedures more efficient and minimize operational risk * Performed internal audits of Portfolio Accountants daily cash recons and monthly holdings recons. * Helped test new versions of software to help fix bugs and adjust functionality to improve ease of use and efficiency. * Led team that processed daily capstock (large inflows and outflows). Ensured everything was processed correctly and in a * timely manner to give the trading team's ample time to make investment decisions based on the new cash in the account.

* Serve as point of contact for internal partners including compliance, asset servicing, trading, portfolio management, * marketing, and performance. * Assisted in the preparation and review of RFP's, RFI's, and due diligence requests. * Receive, interpret, and execute client requests in a timely manner pursuant to each client's needs * Managed monthly reporting and commentary for Liability Driven Investing and Investment Grade Strategies * Prepare monthly and quarterly performance reporting, account maintenance, and market commentary. * Assist in preparation of final sales presentations and new business on-boarding and account set up * Act as a liaison between the client and the other departments of Standish to deliver best class client service * Assist the relationship management team with team projects and client meetings * Use various systems including Bloomberg, Porttarget, Barclays Point, and Blackrock Aladdin.

Activities and Societies: Finance Society, Investment Club, Intramural Sports