Open to opportunities

Graham Allen

@grahamallen

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Finance and fintech professional specializing in data-driven portfolio analysis.

United States

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What I'm looking for

I am looking for opportunities that allow me to leverage my analytical skills in a collaborative environment, focusing on portfolio analysis and investment operations.

I am a finance and fintech professional with over 3 years of experience in supporting institutional investment teams through data-driven portfolio analysis, performance reporting, and workflow optimization. My proven success in delivering scalable solutions across asset management and fintech environments has equipped me with a strong foundation in structured data analysis and investment operations.

Currently, I am pursuing my CFA Level I to deepen my investment domain knowledge and analytical capabilities. In my recent role as a Senior Consultant at FactSet Research Systems, I led performance attribution enhancements and process optimization strategies that significantly improved investment oversight and portfolio scalability. My efforts in optimizing performance reporting workflows have resulted in faster delivery of portfolio insights to institutional clients, showcasing my commitment to excellence in client service and operational efficiency.

Experience

Work history, roles, and key accomplishments

Senior Consultant – Performance Attribution & Investment Analytics

FactSet Research Systems

May 2024 - Nov 2024 (6 months)

Led performance attribution enhancements and process optimization strategies for institutional accounts, improving investment oversight and portfolio scalability. Optimized performance reporting workflows and data pipelines, enhancing timeliness and delivery of portfolio insights. Resolved attribution discrepancies through structured data audits, reducing reporting errors by 50%, and produced cust

Process Optimization Data Pipelines Factset Brinson Attribution Stakeholder Engagement Workflow Optimization

Consultant – Performance Attribution & Investment Analytics

FactSet Research Systems

Jun 2022 - Apr 2024 (1 year 10 months)

Managed client relationships for accounts with ~$10M annual value, providing strategic consultation and issue resolution. Implemented tailored performance solutions for enterprise clients, aligning technical delivery with investment goals. Streamlined operations across $80B+ AUM portfolios and decreased reporting lag by 20% by optimizing reconciliation processes and building automation frameworks.

Client Relationship Management Strategic Consulting Automation Framework Investment Operations

Data Coordinator

Science 37

Dec 2021 - Jun 2022 (6 months)

Oversaw data management, validation, and reporting across 100+ clinical sites, ensuring protocol compliance. Designed validation processes that improved data accuracy and reporting integrity, elevating statistical precision by 15%. Supported teams in understanding data-driven metrics and systems to track organizational progress.

Data Management Data Validation Reporting Compliance Data Metrics

Education

Degrees, certifications, and relevant coursework

Elon University

Bachelor of Science, Business Administration/Finance

Studied Business Administration with a focus on Finance at the Martha & Spencer Love School of Business. Gained foundational knowledge in financial principles and practices.