Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Dominic Bastone

Chicago

Summary

Dynamic finance professional with extensive experience at Ernst & Young and PIMCO, excelling in detailed statistical reporting and process automation. Proven track record in enhancing operational efficiency and delivering precise analytics. Skilled in Excel, with strong analytical abilities, and a commitment to continuous improvement in high-stakes environments.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Vice President

Ernst & Young
Chicago
01.2024 - Current
  • Provide subject matter expertise on statistical fund reporting while driving improvements in PIMCO processes and projects.
  • Implement risk and compliance frameworks to enhance operational efficiency and mitigate risks.
  • Develop comprehensive documentation to catalog statistical reporting processes and procedures.
  • Train and mentor new hires and offshore resources, ensuring seamless onboarding and skill development.

Senior Associate

Pacific Investment Management Company (PIMCO)
Austin
03.2022 - 01.2024
  • Managed reporting and servicing for PIMCO's US ETFs, Closed-End Funds, and Interval Funds, overseeing $408 billion in AUM.
  • Automated key processes using Excel, SQL, and VBA, introducing quality controls to enhance data accuracy.
  • Queried and synthesized fund performance and portfolio statistic analytics data for account management and product strategy teams.
  • Oversaw board reporting for Closed-End and Interval Funds, delivering reliable performance metrics, yield analysis, and peer group comparisons to the Board of Directors, ensuring informed decision-making, and fulfillment of fiduciary duties.
  • Directed reporting modifications while optimizing exhibits utilized in the annual 15c process, resulting in a reduction in key-person risk.
  • Managed the Lipper relationship, ensuring accurate fund data for peer comparisons, and executive analytical reports.
  • Prioritized and efficiently executed complex ad-hoc requests across PIMCO's entire suite of public funds, delivering precise portfolio statistics, and in-depth analytics to support strategic decision-making.
  • Ranked as a top contributor (15% of total volume) in responding to global client ad hoc inquiries, with 100% accuracy.

Client Service Associate

Silversage Advisors
Irvine
01.2020 - 03.2022
  • Assisted in onboarding and servicing investment accounts, ensuring a seamless experience for clients through detailed and accurate documentation.
  • Built and maintained strong client relationships through proactive communication and CRM management.
  • Played a key role in massive broker-dealer transition, facilitating account openings, asset transfers, and CRM migration.

Education

Bachelor of Science - Business Administration | Finance Emphasis

Chapman University
Orange, CA
12.2019

Some College (No Degree) - Business Administration

Waubonsee Community College
Sugar Grove, IL

Skills

  • Excel and VBA
  • Basic SQL and Python scripting
  • Microsoft Office Suite
  • Lipper Investment Management
  • Statistical reporting
  • Detail orientation
  • Analytical skills
  • Process improvement
  • Knowledge of alternative investment products

Certification

Chartered Alternative Investment Analyst (CAIA)

Series 7 and Series 66 (Currently Active)

Affiliations

  • Former amateur boxer
  • Alpha Kappa Psi Professional Business Fraternity member

Timeline

Associate Vice President

Ernst & Young
01.2024 - Current

Senior Associate

Pacific Investment Management Company (PIMCO)
03.2022 - 01.2024

Client Service Associate

Silversage Advisors
01.2020 - 03.2022

Bachelor of Science - Business Administration | Finance Emphasis

Chapman University

Some College (No Degree) - Business Administration

Waubonsee Community College

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