Samuel Carlson

Etf Portfolio Analyst @Amplify ETFs

Lisle, IL, US

Enhancing and sending daily AUM and performance reports using Excel and Bloomberg, tracking NAV, flows, and peer-relative returns to support fund monitoring across the firm, primarily senior team. Monitoring fund activity throughout the day, including overdraft risk, illiquid asset pricing, and daily order flows (creates/redeems). Coordinating with custodians and external partners to complete global account and tax forms, and due diligence questionnaires. Creating compliance checks to ensure fund alignment with respective investment objectives and regulatory requirements.

Wheaton College

Bachelor's degree, Economics