1. A L E X I S B R I G G S
541-350-7351 ◊ ALEXISBRIGGS360@GMAIL.COM
EDUCATION
Pacific Lutheran University, Tacoma, WA
Bachelors of Business Administration, Finance, Jan. 2013
Bachelors of Art, Political Science, Jan. 2013
RELATED EXPERIENCE
Operations Associate, Parametric Portfolio Associates Nov 2013 – Nov 2014
Reconciled trade data for tax lot accounting. Created data architecture and quantitative controls to balance portfolio cost, audit
corporate actions, and reconcile the close method of trades for 11,000+ accounts across 40+ custodians. Facilitated pricing of
14,000+ equity and derivative securities.
o Developed and implemented mathematical algorithms to identify discrepancies in equity positions at varying thresholds
o Compiled, mapped, and analyzed trade data through independently designed SQL databases and automated script
o Provided insight into and adjusted data for issues including disparities in exchange rates, return of capital, acquisition
and spinoff processing, commission schedules, and rights issuances
o Facilitated communication with custodians, advisors, and portfolio managers regarding execution of portfolio actions
including facilitating trades to achieve specific gain/loss outcome, reconciling holding period duration of positions’ tax
lots, and managing the specifications of asset withdrawals
Client Data Analyst (Contract), BlackRock Sep 2013 – Nov 2013
Analyzed, researched, and performed data integrity revisions for financial CRM system. Capitalized on technical skills to execute
data scrubbing, data aggregation, and systematic quality assurance controls.
o Collected data from international and independent regulatory agencies including FINRA, IIROC, and IARD
o Synthesized proprietary data with external data vendors records
File Clerk, DeKalb & Associates Jan 2013 – Sep 2013
Prepared legal records for clients, obtained and tracked discovery from district attorney office, revamped electronic file
management system, and assisted in client communication.
o Implemented electronic improvements and database automation increasing the efficiency of record maintenance
(reduced total task time 96.8%)
Investment Processes Intern, Russell Investments Jul 2011 – Dec 2012
Analyzed, implemented, and maintained the financial software tools for investment research and data including the
management of data integrity. Developed competency in statistical analysis, workflow efficiency, and risk analysis software.
o Designed user access procedures for the three-layered proprietary data system integrating both structural components
of accounts within the systems and the enterprise-wide technology management system (OPAS)
o Provided data integrity assurances and error resolution for the utilities translating raw data through risk analysis
(Axioma) to a final general user interface
o Built documentation and communication platforms for information distribution on SharePoint
ACADEMIC INVOLVEMENT
Business Manager, PLU Mooring Mast May 2011 – May 2012
Managed capital budgeting, invoicing, revenue generation, and internal payroll for university newspaper. Performed accounting
and human resources function for 40 journalists.
o Created a comprehensive payroll, invoice, and deposit system deployed in a custom-programmed Access database
o Exceeded the seven year record of $20,000 advertising revenue generation
Forensics Assistant, PLU Debate Oct 2009 – May 2012
Organized travel expense records and purchase requests for transportation, shelter, and cuisine for accounting reports
o Organized and balanced travel expense budget for over 15 domestic and international debate tournaments.
Impact Business Director, PLU advertising firm Aug 2009 – May 2010
Managed accounting records, invoicing, and revenue generation. Allocated budget of $36,000 for on-campus design service.
o Forecasted market growth and revenue expectations preceding the integration of electronic channels of distribution
RELATED SKILLS & AWARDS
o Expert in SQL, VB, VBA and Microsoft Office Suite (Excel, Access, SharePoint, Outlook, Word, PowerPoint)
o Skilled with Advent Axys, Advent Dataport, Bloomberg, APL, and related data products
o Operations Department Quarterly Shining Star Award Recipient, Parametric Q2:2014