Berkshire Asset Management/Data Technician
At Berkshire Asset Management, I served several roles. First, I worked as a data aggregator, and made a program in Microsoft Excel that dynamically links Powerpoint Documents, used for advisor presentations, to our updated portfolio on the Bloomberg Terminal, so all data used for clients was updated in real time. Next, I worked to aggregate other data about our portfolio so it is easily accessible to report to agencies such as Mercer GIMD, Evestnet, Foliodynamix, Morningstar, and the FIS Group. Along the way, I fulfilled several other tasks such as presenting and talking to financial advisors, working with email campaigns in Mailchimp, and using CRM systems such as Nutshell.