Description
Investment analyst with seven-plus years in fixed income, equity, derivatives, and private placement securities. Extensive experience executing trades, managing trade support, cash flows, compliance, reconciliation, and settlements. Excellent capability to automate tasks and improve manual workflows. Strong analytical ability with expertise dealing with internal and external clients.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Keeley Investment Corp | (Confidential) | 9/2006 - 7/2007 |
| Goldman Sachs Inc. | (Confidential) | 10/2004 - 5/2006 |
| Post Advisory Group, LLC | (Confidential) | 4/2004 - 9/2004 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Michigan State University | Finance | 2000 | Bachelor Degree |
Accomplishments
Highlights:
Companies I like:
Ideally small to mid size money managers in Chicago
Job Skills
Keywords
Responsibilities
? Implemented REX, DataExchange, and Dataport to automate reconciliation, trade downloads, and trade matching (REX) with custodians on a T + 1 basis.
? Interviewed and hired 6 individuals creating a middle and back office team.
? Trained, managed, and worked with this group once the automation had been put into place.
