Sartaz Amin

Experienced Finance Portfolio Analyst proficient in Microsoft Suite, IBM Cognos, and Analytical Excel. Skilled in generating, and reconciling performance returns, creating client reporting structures, and supporting stakeholders.

Portfolio Monitoring Analyst at 73 Strings (May 2023 - Present):

• Developed an in-house SaaS-based valuation and portfolio monitoring tool.
• Provided clear performance reports to clients, highlighting investment opportunities and risks.
• Created a discount rate module to enhance risk mitigation and fund projections.
• Collaborated with the dev-ops team to improve user satisfaction and data flow.

Finance Operations Consultant at Adhikar Microfinance Society (Nov 2022 - May 2023):

• Managed internal records and reconciled banking and accounting records.
• Oversaw finance operations for Water.org, including budget planning and compliance reporting.

Portfolio Administrator at US Bank - Private Equity and Wealth Management (Sep 2021 - May 2022):

• Reconciled and managed fixed-income structured products and assets.
• Processed client fund distributions and provided financial reports to clients and agent banks.
• Prepared and analyzed portfolio performance data for stakeholders.

Housing Officer at the University of Illinois at Chicago - Campus Housing (Sep 2018 - Aug 2019):

• Improved efficiency by 40% in managing living accommodations and package deliveries.
• Handled a high volume of calls and organized campus events.

Loan Data Analyst at Agora Microfinance (May 2017 - July 2017):

• Assisted in loan data analysis during the specified period.

Master of Corporate Finance (Expected 2024):

• Queen Mary University of London, London, United Kingdom.

Bachelor of Science in Finance (2020):

• Minor in Banking.
• The University of Illinois, Chicago, USA.
• GPA: 3.0/4.0.