Nick Holt
About Nick Holt
Nick Holt is a Senior Reporting Specialist at Russell Investments, where he has worked since 2019. He holds a Master's degree in Computer and Information Technology from the University of Pennsylvania and has extensive experience in data analysis and reporting.
Work at Russell Investments
Nick Holt has been employed at Russell Investments as a Senior Reporting Specialist since 2019. In this role, he generates custom and ad-hoc analysis documents for Russell Portfolio Managers, utilizing tools such as Factset, Morningstar, SQLServer, and proprietary software. He leads the production of quarterly regulatory and board reports specifically for Russell US funds. Additionally, he provides recommendations on table design and cross-platform data integration to project managers and business analysts. Holt also designs, codes, and tests in-house software tools as part of Russell's future data strategy under the oversight of the board of directors.
Education and Expertise
Nick Holt has a solid educational background in business and technology. He studied at Olympic College, where he earned an Associate of Arts (A.A.) degree from 2009 to 2011. He then attended the University of Washington's Milgard School of Business, achieving a Bachelor's Degree in Finance, with informal studies in Accounting and a minor in Economics from 2011 to 2014. Holt further advanced his education at the University of Pennsylvania, obtaining a Master's degree in Computer and Information Technology from 2019 to 2022.
Background
Before joining Russell Investments, Nick Holt gained valuable experience at The Bank of New York Mellon. He worked as an Asset Product Servicing Intern from 2012 to 2014 in Tacoma, WA. Following this internship, he served as a Senior Analyst in Client/Vendor Data Management at BNY Mellon from 2014 to 2019, also in Tacoma, WA. This experience provided him with a strong foundation in data management and analysis, which he has applied in his current role.
Achievements
In his current position, Nick Holt produces comprehensive evaluation reports for external equity fund managers globally. His work involves generating detailed analysis documents and leading the production of regulatory reports, which are crucial for compliance and strategic decision-making within Russell Investments. His contributions to software design and data strategy further enhance the operational efficiency of the organization.