Beruflich Dokumente
Kultur Dokumente
Accomplishments
Nominated for Spirit award at LaSalle Bank for my work creating training manuals outlining features of our portfolio software
Researched and resolved over 90% of outstanding exceptions via extensive overtime in my last few months at the firm
Recognized at a special event by the senior management team at Northern Trust as a significant contributor
Maintained quality of service after company integration expanded my portfolio coverage by 33% in one year
Helped design and implement a new funds transfer system that increased efficiency by at least 75%
Led a research and analysis project to reconcile client portfolios with IRS data
Attained Series 6 and 63 securities licenses
Professional Experience
Portfolio Analyst/Trader Chicago, IL 2009 – Present
Monitor business news, economic data, and corporate earnings to facilitate investment decisions
Execute trades and allocate capital among various equities, ETF’s and other financial instruments
Analyze and interpret developments both financial and political that effect market valuations
Research and evaluate the financial condition of prospective companies
Transaction Analyst
Communicated investment activity with portfolio managers and institutional clients
Executed and reconciled all trade activity while ensuring compliance with the appropriate investment restrictions
Coordinated with custodians to resolve discrepancies including factor updates, rate changes, and fails
Processed every security transaction in 20 portfolios including bonds, MBS, CMBS, bank loans and swaps
Monitored available cash and administered the movement of funds between internal accounts and counterparties
Wired millions of asset proceeds to investors and counterparties on a monthly and quarterly basis
Managed all legal documentation and financial records for client accounts
Technical Skills
Microsoft Word, Excel, Bloomberg, DTC, CDO Suite, Portia, Fundmaster, Staars, Swift, Fedwire, Lotus Notes, Outlook, internet
research and numerous proprietary portfolio management systems
Education
Marquette University Milwaukee, WI
Bachelors of Science Degree – Finance
Additional
Regimented physical fitness routine
Avid skier and skydiver