Kevin Schmid
Client Service Data Analyst @Franklin Templeton
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WORK HISTORY
Client Service Data Analyst @Franklin Templeton
Pasadena, CA, US
Portfolio Analysis & Custom Models: Leverage SQL and Excel to design custom analytical models, executing detailed portfolio, benchmark, and market analyses tailored to client-specific inquiries, pitch presentations, RFP responses, and ad-hoc projects to be used in prospecting new clients and sales pitches for existing clients to add funding or accounts• Acting SME for multiple MiFID II projects: was the team interface with London Compliance, Billing, Performance, Operations, and IT teams to create individual regulatory reporting for 85+ clients• Operational Enhancement: Engage cross-functionally with IT, Risk, and Compliance departments to conceptualize and launch internal solutions addressing data governance challenges on a firmwide scale• Leadership: Assume key team management responsibilities, ensuring optimal performance and delivery across projects• Train analysts how to build monthly/quarterly models to provide asset class, industry, currency, and derivative exposures
EDUCATION
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.)
SKILLS
ABOUT KEVIN SCHMID
With over a decade of professional experience, I specialize in portfolio analysis…
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