Charles Jones
@charlesjones1
I analyze investments, financial performance, and audit processes to improve decisions and reduce risk.
United StatesWhat I'm looking for
At ASRC Federal, I support the Navy’s General Fund financial audit, reconcile and price assets, automate dated processes, and improve communications across departments to meet client deadlines.
Previously, I managed RIA custody operations at Goldman Sachs/Folio Investments, reducing reporting rejections by 15% and mitigating exposure risks through proactive controls. I also supported portfolio management, financial modeling, research, and business strategy at Ameriprise Financial.
Experience
Work history, roles, and key accomplishments
Property Analyst
ASRC Federal
Oct 2023 - Present (2 years 11 months)
Assisted federal personnel with tasks associated with the financial audit of the Navy's General Fund, maintaining working relationships with customers, and automating dated processes. Streamlined quarterly processes related to reconciling and pricing of various assets.
Education
Degrees, certifications, and relevant coursework
Georgetown University, McDonough School of Business
Master of Science, Finance
2021 - 2023
Pursued a Master of Science in Finance, focusing on advanced financial analysis and investment strategies.
University of Massachusetts at Dartmouth
Bachelor of Science, Finance
2017 - 2020
Earned a Bachelor of Science in Finance with a minor in Economics, building a strong foundation in financial principles and economic theory.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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