capital markets analyst resume example with 6 years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
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.
  • Excellent time management skills
  • Analytical reasoning
  • Investment Principles
  • Value Added Analysis
  • Financial Management
  • Detail-oriented
  • Process development
  • Project management
  • Excellent communication skills
  • Treasury Management
  • 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
11/2016 to Current
Capital Markets Analyst Regions Financial Corporation Cleveland, TN,
  • 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

12/2015 to 12/2016
Risk Mgmt Intern Assured Partners City, STATE,
  • 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
05/2015 to 12/2015
Associate Wealth Management First Financial Bank City, STATE,
  • 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
Expected in 2014
Bachelor of Arts: International Affairs
Xavier University - Cincinnati, OH
  • Concentration: International Business
  • Jesuit Heritage award

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Resume Overview

School Attended

  • Xavier University

Job Titles Held:

  • Capital Markets Analyst
  • Risk Mgmt Intern
  • Associate Wealth Management


  • Bachelor of Arts

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