Jannah Nader

I’m an assosciate institutional portfolio manager at an investment company called PTMA. My main responsibilities include performance related data management, working with PowerBI to help automate processes and support firm sale’s staff in nee client acquisition efforts. I have worked previously at Wells Fargo during summer 2023 as a commercial banking intern, taking in more the sales and finance of the business.

I’m also currently getting my masters in Data Science at the University of St. Thomas,MN; with one year and a half left of it.

i enjoy working with excel, PowerBI, SQL, Python, Tableau, and all Microsoft office softwares.

I was a member of the women’s tennis team at my university throughout the 4 years of undergraduate I was there and 1 year of graduate school.

I’m also a small business owner of a bakery that I do on the side of work. Which includes marketing, sales, and communication.

Associate Institutional Portfolio Manager| July 2024 - Present| PTMA

• Main responsibilities include supporting GIPS and other performance-related data management needs
• Working with Power BI to help automate month end processes that are being manually completed in excel
• Support the firm’s sales staff in new client acquisition efforts
• I have portfolio management accountabilities for assigned client relationships and supporting the Institutional Portfolio Management Team

UNIVERSITY OF ST. THOMAS, St. Paul, MN | Undergraduate Graduation: 2024 | Expected Masters Graduation: Fall 2026 | Overall GPA: 4.0| Bachelor of Art and Sciences, Double Majoring: Data Analytics and Economics and Minoring: Statistics