J E S S I C A

M . Z A L U C K I
413.297.5316 JessZalucki@gmail.com

EMPLOYMENT HISTORY____________________________________________________________________

40/86 ADVISORS, Carmel, IN

May 2014 May 2015
Senior Portfolio Analyst
Develop and maintain analysis to support the investment activities of the insurance portfolios.
Collaborate with the portfolio manager and traders to ensure timely and accurate execution of investment strategies;
specifically provide data to initiate portfolio rebalancing in response to cash flows or market price movements.
Calculate performance metrics, analyze the sources of portfolio risk and return, and monitor for trends.

JOHN HANCOCK INVESTMENTS, Boston, MA

July 2010 May 2014
Supervisor/ Senior Valuation Analyst Fund Administration
Strategically managed a team of five individuals. Coordinated workflows to ensure that all reports were completed, deadlines
were met, and new valuation issues were addressed.
Identified control weaknesses and proposed innovative process enhancements to help mitigate risk. Individually selected to
lead the development of a new application for streamlining price tolerance checks across all asset classes.
Fostered collaborative relationships with the funds sub-advisors and custodian banks, managing all incoming requests and
responding to operational delays.
Chaired ad hoc meetings of the Pricing Committee to discuss and evaluate the ramifications of macro-economic events or
significant news on the fair valuation of a holding.

Valuation Analyst Fund Administration

Conducted daily valuation analysis on 68 mutual funds to verify the accuracy of net asset values to be released to
shareholders.
Managed ongoing projects alongside routine tasks, while working under strict deadlines. Personal responsibilities included
security master maintenance, vendor accuracy testing, tracking new information related to suspended or restricted
securities, modeling daily fair value prices for illiquid securities, and addressing audit inquiries.
Documented group procedures, and continuously assessed their alignment with industry best practices and adherence to
changing regulations.
Key coordinator of the summer intern program; planned lunch and learns with company executives, organized social and
professional networking engagements, and participated as a career mentor.

METLIFE, Shelton, CT






June 2008 July 2010
New Business Analyst





Supported team of 22 financial advisors by facilitating the movement of all insurance applications through the underwriting
process, researching and resolving application discrepancies, and maintaining a database of pertinent client information.

EDUCATION_____________________________________________________________________________

BUTLER UNIVERSITY, Indianapolis, IN

Graduate Initial Licensure Program for middle/secondary education

Summer 2015 Present

QUINNIPIAC UNIVERSITY, Hamden, CT

2005- 2009
Bachelor of Science in Finance
GPA: 3.6 Cum Laude

Beta Gamma Sigma International Honor Society for Business Students
Financial Management Association National Honor Society

RICHMOND UNIVERSITY, Study Abroad - Florence, Italy

Spring 2008

PROFESSIONAL AWARDS & RECOGNITIONS____________________________________________________

John Hancock 2013 Rising Star of Excellence Award Recognized as an emerging leader who has significantly contributed to
the success of the organization.
John Hancock 2012 President's Award Recognized for overall performance and professional achievement.
Elected to the Employee Action Committee Planned company-sponsored charitable events within the community.

TECHNICAL PROFICIENCY___________________________________________________________________

Advanced Microsoft Office and Bloomberg