Sara Daly

Sara Daly is an experienced finance professional currently serving in Portfolio Operations at Beck Bode, LLC since May 2020. Responsibilities include developing reports to enhance understanding of investment models, monitoring portfolio analyst reports, tracking market trends, and automating data processes for efficiencies in quarterly reporting. Prior to this role, Sara held positions including Marketing Intern at Essère Atelier, where social media management and event planning were key tasks, and Administrative Assistant at Daly Foot Care, focusing on patient communications and record management. Sara also worked as a Banquet Server at Dedham Country & Polo Club, contributing to event organization and customer service. Sara holds a Bachelor of Science in Finance from Fairfield University, complemented by studies at Florence University of the Arts.