AssociateGoldman Sachs & Co, Equity Derivatives Trading Services － New York, NY
First point of contact for the Exotic, Structured, and Volatility Sales/Trading desks as liaison to other divisions and groups within the firm and provide subject matter expertise on firm infrastructure to facilitate business.
Develop tactical, low-cost tools generating significant efficiencies while simultaneously improving controls via automation on trade capture, lifecycle, and inventory management that improved business scalability.
Responsible for market lifecycle adjustments to portfolios, with authority to adjust real-time trading risk and P&L to maintain portfolio integrity and prevent avert trading losses.
08/2012 to 06/2014
Equity Derivatives Operations AnalystUBS Securities, LLC － New York, NY
Monitor and perform profit and risk calculations of complex structured derivative products, utilizing Monte Carlo simulations and consultation with traders to ascertain proper risk is being reported and hedged on.
Create calculations and issue payments on structured products based on analysis of legal documents, instructing and ensuring proper execution by the relevant external teams.
Took ownership of several control processes, standardizing their procedures to enable successful transition of the tasks to offshore, global teams.
Directly trained and transitioned staff in Shanghai to adopt the new tasks.
Enrolled voluntarily into 80 hours of tested financial markets education courses via UBS University.
Ensure that trade economics are fully and accurately represented in proprietary risk systems, and resolve any discrepancies with counterparties or clients via deal analysis.
Pitched and lead a global analyst team responsible for integrating new joiners to the firm via a completely new, modularized training regimen that has been adopted division-wide.
The same team then helped transition email communications amongst teams globally onto a newly developed, streamlined social media platform.
B.A: EconomicsBoston College － Chestnut, MAEconomics
B.A: International StudiesInternational Studies 3.5/4.0
Boston College, Jenks Leadership Program (Merit BasedUniversità Luigi Bocconi, School of Business － Milan Chestnut, MA, ItalyCompetitive 18-month program sponsored by Winston Center on Leadership and Ethics focused on building leadership skills and business team oriented skills.
Program featured bi-weekly group meetings, interactive workshops, and seminars on leadership development from business leaders from Industrial, Financial, Non-Profit, and Academic institutions.
Boston College, Sons of Saint Patrick － Boston, MASociety of students dedicated to the Jesuit tradition of multidisciplinary study of differing cultures and traditions, hosting weekly speakers in Theology, Philosophy, and the Arts and organizing food drives.