Alexa Thomas
@alexathomas
I build Tableau dashboards and SQL reporting that drive operational and investment decisions.
United StatesWhat I'm looking for
At TIAA, I build and maintain Tableau dashboards that turn key performance indicators and business metrics into actionable reporting across functional areas.
I use SQL to extract, transform, and validate data from multiple sources, and analyze financial, workforce, and operational datasets to surface trends, anomalies, and optimization opportunities.
Previously, I supported portfolio managers and regional directors managing $3B in assets, producing investment reviews, performance reporting, cash projections, and portfolio-management guidance for institutional and endowment clients.
I've rebalanced more than 750 client portfolios, helped allocate securities across 2,100+ portfolios, improved departmental processes, and supported client reporting, compliance needs, onboarding, and mentoring.
Experience
Work history, roles, and key accomplishments
Designs, develops, and maintains complex Tableau dashboards to visualize key performance indicators and business metrics. Leverages SQL to extract, transform, and validate data, and implements process improvements to drive efficiency.
Supported a team of Portfolio Managers in managing investment portfolios totaling $3B in assets, generating performance reports and rebalancing portfolios. Coordinated client reporting and streamlined processes to improve operational efficiency.
Supported Portfolio Managers by initiating and monitoring transactions, resolving client account issues, and managing compliance-related information. Provided onboarding and training to new team members.
Education
Degrees, certifications, and relevant coursework
University at Albany
Bachelor of Science, Economy
Bachelor of Science in Economy from the University at Albany.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
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