1. A L E X I S B R I G G S
541-350-7351 ◊ ALEXISBRIGGS360@GMAIL.COM ◊ WWW.LINKEDIN.COM/IN/ALEXISBRIGGS
EDUCATION
Pacific Lutheran University, Tacoma, WA
Bachelors of Business Administration, Finance, Jan. 2013
Bachelors of Art, Political Science, Jan. 2013
RELATED EXPERIENCE
Investment Operations Associate, Parametric Portfolio Associates Nov 2013 – Nov 2014
(Cost, Pricing, and Performance Team). Reconciled trade data for tax lot accounting. Directed communication and trade
instructions with custodians, advisors, and portfolio managers regarding execution of portfolio actions including facilitation of
trades to achieve specific gain/loss objectives, reconciling holding period duration of tax lots, and managing the specifications of
asset withdrawals. Compiled, mapped, and analyzed trade data through independently designed SQL databases.
o 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.
o Developed and implemented mathematical algorithms to identify discrepancies in equity positions at varying thresholds.
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 pricing of 14,000+ equity and derivative securities for daily AUM calculation.
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 financial software for risk analysis and overlay services. Developed competency in
statistical analysis, workflow efficiency, and risk analysis software. Built documentation and communication platforms for
information distribution through MS SharePoint.
o Designed user access procedures for the three-layered proprietary data system integrating both structural components
of accounts and the enterprise-wide technology management system (OPAS).
o Provided data integrity assurances and error resolution for utilities translating raw data through Axioma risk analysis
software to a final general user interface.
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