Flexible analyst who seamlessly adapts to changing market conditions and technological processes. Meticulous researcher driven by a thirst for knowledge and results with tireless work ethic. Successful at implementing strategy across multiple lines of business lines while making sure there're open communication channels.
Skills
Excellent time management skills
Analytical reasoning
Investment Principles
Value Added Analysis
Financial Management
Detail-oriented
Process development
Project management
Excellent communication skills
Treasury Management
Accomplishments
Helped streamline trade operations and execution throughout the treasury sector of Fifth Third Bank.
Continually identified pain points while analyzing and interfacing client data for the Aladdin system.
Head of employee initiatives for Capital Markets Engagement Council
Chair of Professional Development & Retention for the African American Business Resource group at Fifth Third
Relevant Professional Experience
Fifth Third SecuritiesNovember 2016 to CurrentCapital Markets Analyst Cincinnati, OH
Expert in Collateral Management with OTC Derivatives & Public Funds
Monitor and track securities transactions, fund transfers, margin accounts and option trading
Research banking guidelines and statutory requirements to stay updated on new laws and applications. Ex: FINRA 4210, Swap Dealer Reporting, and Portfolio Reconciliation
Identify inefficiencies and make recommendations for process improvements
Design, integrate, and implement controls to prevent operating exposure & increase business improvements in capital markets area
Developed the concepts of capital markets, corporate finance, and accounting/credit needed to support capital markets transactions
Perform initial transaction due diligence and assist in analyzing performance and credit trends for existing and new clients
Assist in preparation and presentation of high quality materials for use in client meetings and to senior management covering topics such as mitigating risk, capital markets activity, and market commentary/economic updates
Assured PartnersDecember 2015 to December 2016Risk Mgmt Intern Kenwood, OH
Implement strategies to minimize the exposure to risk regarding REIT's and their subsequent properties
Conducting weekly project reviews of all active tasks
Scrutinizing our clients property, equipment, and resources
Classifying, evaluating, and monitoring against them and then reporting the results for overall compliance
First Financial BankMay 2015 to December 2015Associate Wealth Management Cincinnati, OH
Serve as main point of contact for established and institutional clients
Resolving client inquiries by examining their portfolios or policy information
Maintenance on existing accounts and monitoring gains/losses
Prospect for new clients and share information with senior management and other financial advisors
Education and Training
Xavier University2014Bachelor of Arts: International AffairsCincinnati, OH
