Sam Copeland
AVP, Business Intelligence Analyst at Wellington Management
- Role
- AVP, Business Intelligence Analyst - Investment Platform at Wellington Management
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Sam Copeland
Creative problem-solver specializing in finance and analytics. Built a manufacturing business from the ground up in a highly competitive industry. Core competencies include Tableau, SQL, research surveys, management reporting, regulatory reporting, and thinking outside of the box. Known for generating unique solutions to high-priority problems.
Experience
AVP, Business Intelligence Analyst - Investment Platform
Nov 2023 — Present · Boston, MA, US
Wellington is large institutional asset management firm with ~$1.5T AUM. We manage client assets in dozens of strategies across multiple asset classes including equity, fixed income, multi-asset, commodities, and alternatives.Investment Platform Business Intelligence uses a variety of tools to synthesize creative and informative analytics that help our leadership teams assess talent, drive strategy, and monitor business performance across numerous metrics. We analyze and interpret any data necessary to operate the business.Our core suite of reporting and analysis leverages tools such as Tableau, SQL, Python, Morningstar Direct, eVestment Powerlink, Salesforce, Microsoft Office, Copilot, ChatGPT, as well as internally developed systems.
Education
Union College
Bachelor of Arts - BA, Economics
2010 — 2014
Holderness School
High School Diploma
2006 — 2010
CEA CAPA Education Abroad
Term Abroad
2013 — 2013
D'Amore-McKim School of Business at Northeastern University
Master of Business Administration - MBA, Finance & Analytics
2018 — 2021
Skills
- Data Analysis
- Microsoft Office
- Creativity
- Economics
- Statistics
- Vmware
- Event Planning
- Public Speaking
- Research
- Problem Solving
- Microsoft Excel
- Eviews
- IT Solutions
- Marketing
- Business Development
- Infrastructure
- Leadership
- Customer Service
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