Justin Pomeroy

About Justin Pomeroy

Combines an empathetic approach to customer relations with a business-side perspective to enhance client retention and identify new revenue streams. Highly responsive, with a strong sense of urgency; builds rapport with internal resources to accelerate closure on client issues.Highly organized and forward thinking, consistently develops workflow improvement processes that conserve resources without compromising service. Experience working delivery teams to most effectively meet customer needs either directly or through intermediary partners. On the job expertise with MS Office, Visual Basic, Bloomberg, Capital IQ, Dynamo, SNL, FactSet, SQL, Business Objects, Micro Strategies, Safire, Bowne/GCom2 Software, and Confluence.AREAS OF SPECIALTY• Relationship Building • Business Development • Process Improvement• Customer Support • Issue Resolution & Escalation • Implementations• Financial Analysis • Regulations & Compliance • Vendor Management

Experience

1. Senior Valuation Analyst

   Wellington Management

   May 2020 — Present · Boston, MA, US

   Responsible for the overall pricing process of fixed income securities, exchange-traded equities, derivatives, and currencies. Execute daily validation procedures to ensure data integrity, accuracy, and consistency across multiple platforms. Provide timely support for inquiries from clients, portfolio management, trading, performance, and fund administration. Resolve pricing issues with third-party vendors and brokers, and develop data management tools to identify trends and enhance vendor oversight. Identify and address system inefficiencies to improve business processes. Demonstrate strong responsibility, teamwork, and a proactive approach to process improvement. Possess strong problem-solving skills, attention to detail, and the ability to work independently and in a team environment.

Education

• St. John's Prep

  High School, College Preparatory

  1994 — 1998

• University of Connecticut

  Economics, Economics and Business Finance

  1998 — 2003

Skills

• Securities
• Fixed Income
• Alternative Investments
• Finance
• Equities
• Accounting
• Fund Administration
• Mergers & Acquisitions
• Investments
• Portfolio Management
• Financial Services
• Crm
• Hedge Funds
• Asset Allocation
• Mutual Funds
• Asset Management
• Bloomberg
• Financial Modeling
• Capital Markets
• Leadership
• Derivatives
• Financial Analysis
• Valuation
• Management
• Fund Accounting