− Assist senior traders in executing buy and sell orders for fixed income securities
− Cultivate personal relationships with senior sales representatives and traders at our major counterparties to achieve best execution
− Help develop trading strategies by leveraging research, regular communication with sell-side traders, broker-dealers, and syndicate desks that paint a better picture of market technicals and dislocations
− Personally responsible for synthesizing large quantities of data to be presented in our daily morning meeting, which includes approximately twenty-five portfolio managers, traders and research analysts
− Manage a detailed tracker in Excel for all trades executed on our Investment Grade desk, with a daily market value of approximately $150 - $200 million, that is used to maintain proper cash balances in client credit accounts and helps drive positions for Treasury hedges to properly manage risk
− Allocate buy and sell orders across various accounts while monitoring specific account restrictions to avoid compliance violations and meet clients' needs
Aggregate quarterly broker dealer volumes for the purposes of tracking our major counterparties and trading volumes
− Aided in indexing the company's inventory catalog to ensure uniformity across wholesale, retail, and e-commerce channels
− Helped develop a SKU numbering system that will enable the company to gain insights into business from sales results
− Gained exposure to warehouse, shipping, and handling operations, while helping the warehouse operate more efficiently
MIM Americas Female Sponsorship initiative
− One of fifteen women selected across Macquarie Investment Management Americas to be paired with a member of MIM Americas Leadership Team to promote female talent in MIM
Member, Oaks Leadership Academy Fall of 2011 to Spring 2014
− Selected to participate in the academy established by Janssen Peak Performance, which provides leadership development program including interactive workshops, 360-degree feedback, one-on-one coaching, peer mentoring, supplemental online training, and educational resources.
Leader of Distinction Award, one of only five Lafayette College student athletes to receive the 2014 award. Naval Leadership Conference January 2013
− Selected as one of three student athletes to participate in the United States Naval Academy's annual leadership conference. The focus was bold action in the face of adversity. With an aim to understand the role courage and risk-taking plays in the shaping of great leaders we listened to several distinguished keynote speakers and participated in small group discussions.
- Background in Mandarin
- Proficient in Excel, PowerPoint, and Bloomberg Terminal
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