At J.P. Morgan Chase, I produce institutional investor reporting and portfolio analytics for EMEA clients, delivering approximately 200 recurring performance reports for client reviews and investor communications.
I turn performance, benchmark, attribution, and sector/region data into clear insights across equity and multi-asset strategies. I've supported RFPs and DDQs, onboarded new reporting mandates, managed reporting governance, and standardized and risk-classified more than 120 reports.
I've also led Alteryx and Python automation workflows that reduced manual reporting effort by approximately 190 hours, while using Tableau to communicate capacity metrics to senior leadership. Earlier, at McKinsey & Company, I created executive presentations that translated financial and operational data into management-ready materials.
