Abed Sanchez
Investment Analyst
- Role
- Investment Analyst at Cornerstone Advisors Asset Management, Llc
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
Experience
Investment Analyst
Cornerstone Advisors Asset Management, Llc
Oct 2025 — Present · Bethlehem, PA, US
Streamlined portfolio reconciliations and performance reporting for multi-billion-dollar AUM across multiple custodians, improving efficiency and accuracy.•Validated and reconciled market value and transaction data across custodians and internal systems, ensuring zero-variance results.•Provided customized performance analytics and peer comparisons for high-net-worth and institutional clients to support senior analysts.•Conducted investment manager analysis, including performance attribution, benchmarking, and risk review, supporting internal research standards.•Contributed to specialized portfolio initiatives, such as income-focused strategies and operational optimization, emphasizing data integrity and analytical rigor.
Education
DeSales University
Master of Business Administration - MBA, Accounting and Finance
DeSales University
Bachelor of Science - BS, Accounting and Finance
Northampton Community College
Associate's degree, Business Administration and Management, General
2017 — 2020
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