Sofia Rahman
Portfolio Analyst
New York, NY sofia.rahman@example.com +1 (555) 044-1024
Profile
Portfolio analyst who turns noisy market weeks into clear client-ready narratives.
Experience
Portfolio Analyst
2021 – Present
Horizon Wealth Desk · New York, NY
- Automated drift reports that advisors previously built by hand each Friday.
- Supported rebalancing for 180 households with documented rationale.
- Built scenario pages used in quarterly client reviews.
Investment Operations Associate
2018 – 2021
Metro Custody · New York, NY
- Reconciled daily trades across three custodians with near-zero breaks.
Skills
Portfolio analytics · Bloomberg · Excel · Performance reporting · Compliance awareness · Writing
Education
B.S. Finance
2018
Manhattan College of Business
Projects
Client Story Board
One-pager linking allocation changes to goals and risk.