LiveCareer
LiveCareer
  • Dashboard
  • Jobs
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Education
      • Administrative
      • Medical
      • Human Resources
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Nursing
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • View All
    • Resume Services
    • Resume Formats
    • Resume Review
    • How to Write a Resume
    • CV Examples
    • Resume Objectives
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Education
      • Medical
      • Human Resources
      • Customer Service
      • Business Operations
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Jobs
    • Mobile App
    • Job Search
    • Job Apply Tool
    • Salary Calculator
    • Business Letters
    • Job Descriptions
  • Questions
  • Resources
  • About
  • Contact
  • 0Notifications
    • Notifications

      0 New
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Associate
Please provide a type of job or location to search!
SEARCH

Associate Resume Example

Resume Score: 65%

Love this resume?Build Your Own Now
ASSOCIATE
Summary

Diligent and driven Associate who has achieved success in a variety of roles with increasing levels of responsibility. An effective communicator and team-builder with strong analytical, management and organizational skills.

Highlights
  • Goal-oriented
  • Excellent communication skills
  • Flexible
  • Reliable
  • People-oriented
  • Excellent time management skills
Experience
Goldman Sachs & CoApril 2010 to CurrentAssociate
Salt Lake City, UTAH

QIS - Information Management Responsibility

•Day-to day management of equity data such as pricing, financial statement and broker estimate received from Bloomberg/Thomson Reuters etc.

•Analyzing and validating the effect of various corporate actions.

•Monitoring the generation of various Quantitative Regional Models(FE/OC/UK/EU/EM/CA/US/GL) on a daily basis which are used for Optimizing and Rebalancing QIS portfolios also reviewed by the QIS PM's to make best Investment decisions.

•Considerable usage of SQL, MATLAB and UNIX to fix/investigate failures resulting from the Model Generation Process.

•Participate in various Research Projects by collating data from various data vendors like Bloomberg, Reuters etc. to create signals/factors that are incorporated in the Quant Models. Research projects completed are: Mergers & Acquisition, Retail Industry, best estimates for emerging markets.

 

 

QIS - Portfolio Construction Responsibilities

•Maintaining a monthly Rebalance Calendar with the Rebalancing Schedule for various QIS Portfolios.

•Identify any additional portfolio to be rebalanced on a particular day by monitoring the cash levels at different intervals in a day.

•Setting up of Portfolios for Rebalance everyday and updating various constraints which are account specific in the Optimizer.

•Perform account-specific pre and post optimization checks

•Ensure QIS database has correct information updated to correctly run the post-optimization. E.g.: T-day prices/models/ trading cost etc.

•Create and send equity trades to the executional traders.

•Perform Cash Management for QIS accounts- which receive cash on an ad-hoc basis.

•Trade futures MOCO/COD/MOCC/VWAP for all the accounts maintained by QIS which are out of their assigned threshold.

•Sign-off on the trades created by other team members to ensure trades are correctly sent to executional traders.

•Run final cash reports to ensure we have sufficient cash in our accounts to trade for next day.

•Preparing Cash management reports for QIS portfolios and send appropriate recommendations to our portfolio managers (Eg: raise cash/ buy or sell futures etc).

•Make elections on behalf of QIS for corporate actions events (e.g.: Stock/Cash dividends, Subscription offers/Tender offers etc.) which vary on a day to day basis.

Thomson Reuters India Pvt. LtdJuly 2007 to April 2010Senior Market Analyst (Fixed Income)
Bangalore, Karnataka, India

Responsibilities:

QIS - Information Management Responsibility

•Day-to day management of equity data such as pricing, financial statement and broker estimate received from Bloomberg/Thomson Reuters etc.

•Analyzing and validating the effect of various corporate actions.

•Monitoring the generation of various Quantitative Regional Models(FE/OC/UK/EU/EM/CA/US/GL) on a daily basis which are used for Optimizing and Rebalancing QIS portfolios also reviewed by the QIS PM's to make best Investment decisions.

•Considerable usage of SQL, MATLAB and UNIX to fix/investigate failures resulting from the Model Generation Process.

•Participate in various Research Projects by collating data from various data vendors like Bloomberg, Reuters etc. to create signals/factors that are incorporated in the Quant Models. Research projects completed are: Mergers & Acquisition, Retail Industry, best estimates for emerging markets.

 

 

QIS - Portfolio Construction Responsibilities

•Maintaining a monthly Rebalance Calendar with the Rebalancing Schedule for various QIS Portfolios.

•Identify any additional portfolio to be rebalanced on a particular day by monitoring the cash levels at different intervals in a day.

•Setting up of Portfolios for Rebalance everyday and updating various constraints which are account specific in the Optimizer.

•Perform account-specific pre and post optimization checks

•Ensure QIS database has correct information updated to correctly run the post-optimization. E.g.: T-day prices/models/ trading cost etc.

•Create and send equity trades to the executional traders.

•Perform Cash Management for QIS accounts- which receive cash on an ad-hoc basis.

•Trade futures MOCO/COD/MOCC/VWAP for all the accounts maintained by QIS which are out of their assigned threshold.

•Sign-off on the trades created by other team members to ensure trades are correctly sent to executional traders.

•Run final cash reports to ensure we have sufficient cash in our accounts to trade for next day.

•Preparing Cash management reports for QIS portfolios and send appropriate recommendations to our portfolio managers (Eg: raise cash/ buy or sell futures etc).

•Make elections on behalf of QIS for corporate actions events (e.g.: Stock/Cash dividends, Subscription offers/Tender offers etc.) which vary on a day to day basis.

 

 

 

 

•Analysing the prices updated by the contributors for different instruments i.e. Bonds, Certificates and Warrants and other fixed income instruments.

•Keeping track of Global Market dynamics for better understanding Analysis of various sources of pricing.

•Conducting Root cause analysis for different issues faced by the client to the CRMs and endeavours to train the team members to prevent the issue occurring in future.

•Running quality metrics (Treasury and Fixed income) within the team to ensure the clients get correct data from Thomson Reuters.

•Run monthly and weekly reports to cleanse the matured FI data from MMS-R and Logiciser.

•Putting a tolerance check (Quality check) on Super RICS to avoid rouge prices.

•Using SIEBEL to resolve service requests and enhance customer satisfaction and maintain the customer loyalty.

•Updating valuable information on Customer Answer Zone (CAZ) to help the clients.

•Prevent bad prices to flow in the product (Integrated data network) if the prices are out of range from other contributors.

•Looking after the FEP (First Experience Programme) & the QoR (Quality of Response) for the service request dealt by the team.

•Advising the clients by customized ways to disclose their prices through RICS (Reuters Instrument Code).

•Contact different FGAs and the contributors to correct their pricing if they are out of the market.

•Maintaining relationships with CRM's to get prices from different contributors.

•Ensure the team creates the RICs with the correct terms and conditions which are updated on EJV (Electronic joint Venture).

Education
M. S. Ramaiah Institute of Management2007PGDBM: Finance & MarketingBangalore, Karnataka, India
Allahabad University2004Bachelor of Science: Maths & PhysicsAllahabad, UP, India
Additional Information

Date Of Birth : August 16th, 1984

VISA : H1B

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Goldman Sachs & Co
  • Thomson Reuters India Pvt. Ltd

School Attended

  • M. S. Ramaiah Institute of Management
  • Allahabad University

Job Titles Held:

  • Associate
  • Senior Market Analyst (Fixed Income)

Degrees

  • PGDBM : Finance & Marketing
    Bachelor of Science : Maths & Physics

Create a job alert for [job role title] at [location].

×

Advertisement

Similar Resumes

View All
Associate-resume-sample

Associate

Just Fix It Properties, LLC

Greenville, South Carolina

Associate-resume-sample

Associate

Amazon Fulfillment Center

Pittsburgh, Pennsylvania

Associate-resume-sample

Associate

Rue 21

Cantonment, Florida

About
  • About Us
  • Privacy Policy
  • Terms of Use
  • Sitemap
Help & Support
  • Work Here
  • Contact Us
  • FAQs
Languages
  • EN
  • UK
  • ES
  • FR
  • IT
  • DE
  • NL
  • PT
  • PL
Customer Service
customerservice@livecareer.com
800-652-8430 Mon- Fri 8am - 8pm CST
Sat 8am - 5pm CST, Sun 10am - 6pm CST
  • Stay in touch with us
Site jabber winner award

© 2021, Bold Limited. All rights reserved.