Alex Helter

Design and produce Flash, P&L, GL, and other monthly financial package reports Report on and measure sales, assets and participation of Fidelity’s Employer Service Plans Analyze monthly trends of DC inflows/outflows to various international mutual funds Oversee the allocation of $1B in annual expenses within the company Design and build Access databases to enhance the analysis, allocation and forecasting of $125M in variable expenses Perform process automation through advanced Excel formulas and VBA

Researched and analyzed securities and market flow for investment decisions Increased group funds from $325,000 to $550,000 over a four year period through active management and participation as part of the executive board Managed both the Consumer Staples & Consumer Discretionary teams, each consisting of 12 analysts, ensuring accurate analysis of selected securities

Developed allocation strategies for high net-worth portfolios across a broad range of risk tolerances Planned and executed sales and marketing strategies to acquire high net-worth clients Facilitated client meetings and presentations

Analyzed high-grade bonds and market movements on Bloomberg terminals for Senior Portfolio Managers Conducted market research and analysis of competitors’ funds for management review Assisted traders in addressing questions and concerns of market data Reported on available cash balances across MFS funds for investment decision

Reviewed cash flow records and developed cost cutting strategies, reducing over $100,000 in expenses Conducted market research and analysis of various Fidelity business ventures Verified payments from corporate lodging partners

Management Economics, Statistical Methods

Equity Trading, Insurance and Risk Management, Corporate Treasury Management, Discrete Probability, Financial Reporting & Analysis