Open to opportunities

S Khorram

@skhorram

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Experienced BI Analyst with a focus on data-driven decision making.

United States

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What I'm looking for

I am looking for a role that fosters innovation and collaboration, with opportunities for professional growth in data analytics and business intelligence.

I am a seasoned BI Analyst with extensive experience in the financial services sector, currently serving as Vice President at Bank of America. My role involves designing automations for performance reporting and streamlining client onboarding processes through innovative solutions, including a custom Python-driven web-based RStudio dashboard. I pride myself on being a data liaison, ensuring that all data transfers and reporting tools meet enterprise standards while overseeing audits and risk assessments to mitigate business risks.

Previously, I held the position of Assistant Vice President at the Chief Investment Office for Fixed Income, where I led the redesign of the analytics reporting process as the primary SQL/Tableau developer. My efforts resulted in the creation of over 80 bespoke BI dashboards that empowered non-technical teams to maintain oversight on critical metrics. I have a strong background in portfolio data management and have collaborated with strategy committees to publish thought leadership material based on quantitative modeling and market analysis.

Experience

Work history, roles, and key accomplishments

Current

Vice President, BI Analyst

Current

Bank of America

Feb 2025 - Present (6 months)

Designed automations in AUM and performance reporting, quarterly compliance deck generation, and streamlined client onboarding process via a custom Python driven web-based RStudio dashboard. Served as the data liaison for the COO of the CIO, communicating across investment teams and risk/compliance partners to ensure all data transfers, models, and reporting tools met enterprise standards.

Python RStudio Data Analysis Compliance Risk Management Snowflake Automation ETL SQL Tableau

Assistant Vice President, Investment Data Analyst

Bank of America

Jun 2022 - Present (3 years 2 months)

Restructured the CIO of Fixed Income's analytic framework as the lead SQL/Tableau developer by redesigning the analytics reporting process and creating over 80 bespoke BI dashboards. Engineered significant enhancements to the CIO's portfolio data warehouse by rescaling SQL structures, optimizing ETL pipelines, and correcting performance bottlenecks.

SQL Tableau ETL Data Warehousing Factset

Client Associate/Portfolio Analyst

Bank of America Merrill Lynch

Aug 2019 - Present (6 years)

Served as the primary associate on a financial advisor team with $19B+ AUM, establishing expertise in wealth management and investment concepts by managing assets for ultra high net worth clients. Conducted market research and created pitch decks tailored to clients' risk appetites across a variety of asset classes.

Wealth Management Market Research Financial Analysis Portfolio Management Client Relations Microsoft Excel Factset

Education

Degrees, certifications, and relevant coursework

Boston University

Master of Science, Applied Data Analytics

2022 - 2023

Grade: Merit Scholar

Activities and societies: Merit Scholar

Focused on Applied Data Analytics with a graduate concentration in Database Management & Business Intelligence. Recognized as a Merit Scholar for academic achievement.

University of California, San Diego

Bachelor of Science, Mathematics

2018 - 2021

Grade: Provost’s Honor

Activities and societies: Pi Beta Phi - California Kappa, Director of Service and Philanthropy, Provost’s Honor

Completed a Bachelor of Science in Mathematics with a minor in Finance. Participated in Pi Beta Phi - California Kappa, serving as Director of Service and Philanthropy, and was recognized on the Provost’s Honor list.