Financial Specialist Career Research and Resources
Bullock Capital LLC
Oversaw all facets of operations including business development, investor procurement and relations, marketing, capital scheduling and sourcing, firm risk advisement, industry analysis and vendor management.
Avg. Salary: $250 · Company Rank: Not Available
Susquehanna Investment Group
Created a niche Market Making in low volume high volatility Options. Promoted to Special Situation Trading such as Mergers, Tenders, Spin-Offs, Restricted Stocks, Bankruptcies and Hard-To-Borrow Issues. Promoted to Index Division as Senior Trader in Sector Index Trading.
Avg. Salary: $250 · Company Rank: Not Available
Credit Suisse Securities LLC
• Manage the Prime Broker institutional client coverage middle office team of four analysts; promoted to team lead within two months of hire • Researched and compiled settlement codes to create a proprietary code book for trade booking; lowered average time to settle trade by 25% • Analyzed baseline data on rates of error and developed solutions leading to a 45% increase in capacity • Trained a six person team in India, cr...
Avg. Salary: $67,500 · Company Rank: Not Available
Enso Capital Management
• Supported operations for a $650mm L/S equities fund, part of a three person analyst team • Examined broker commission schedules and worked with traders to formulate a set of broker codes to improve trade bookings; trade breaks were reduced by over 20% • Prepared daily reports for investors that included trades, positions, P&L • Computed end of day beta and performance reports • Reconciled all trades and positions, reviewe...
Avg. Salary: $67,500 · Company Rank: Not Available
Citigroup
• Supported sales and trading desk on a temporary consultant basis • Implemented system tools including OASYS and DTCC, improving speed and accuracy of settlements process • Calculated cash settlement of all credit default swaps, interest rate swaps, forward rate agreements • Resolve all cash breaks and coupon discrepancies
Avg. Salary: $67,500 · Company Rank: Not Available
JPMorgan Chase
• Provided customers with access and information to loans, investments, insurance, and other financial services • Generated more than $1mm of new investment, led my team in home equity line origination for 2 consecutive months • Completed Series 6 and 63 certifications
Avg. Salary: $67,500 · Company Rank: Not Available
SIG
Front-end OMS Support, monitoring order flow, executions, facilitations, breaks, Unilizing Unix, Fix
Avg. Salary: $85,000 · Company Rank: Not Available
Unger Software
End-user application support, application qa, liasing with developers, pre-post production activity such as: creating application patches, writing and running QA tests, documenting and following up on application issues
Avg. Salary: $85,000 · Company Rank: Not Available
Morgan Stanley
supporting Morgan Stanley brokers with mutual funds, annuities, life insurance, financial planning
Avg. Salary: $85,000 · Company Rank: Not Available
UBS Financial Services, Inc.
-Delivered banking products solutions to financial advisors and branch managers, further enhancing the UBS retail banking platform of securities backed lending, checking accounts, credit cards and mortgages. -Managed the underwriting process from application to funding for securities backed lending, and provided continuous internal marketing, sales, and educational support. -Conducted portfolio analysis and securities risk ...
Avg. Salary: $60,000 · Company Rank: Not Available
