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ETF Analyst Resume Example

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ETF ANALYST
Summary

To apply a combination of my educational background and analytical experience towards building a career as a financial professional.

Experience
ETF Analyst
March 2015 to Current
Leidos Holdings Inc. - Hines , IL

•Interacted daily with the sponsor and investment manager

•Represented the client as the first point of contact to brokers and authorized participants

•Exercised decision-making authority with regard to assigned accounts

•Managed the entire trade life cycle of fixed income, domestic and global ETF creations and redemptions

•Utilized excel to analyze and manipulate fund holdings and benchmark model passively managed index funds

•Calculated P&L on global orders with cash-in-lieu trades using FX rates

•Used Bloomberg terminal and Data License Request Builder for various functions including to check board lots and to upload corporate actions

•Processed the payment and receipt of collateral and fund expenses through the use of wire payments and SPO charges

•Worked nightly to create and submit ETF baskets and instructions to NSCC and disseminate information to authorized participants

•Utilized internal resources such as BK University courses to enhance my overall knowledge in subjects such as ETFs, mutual funds and corporate actions

Business Management Intern
January 2015
Schutzman Associates - City , STATE

Evaluated potential franchising prospects of a local Caribbean themed vegan restaurant

Analyzed customer base and vegan market trends

Researched franchising laws and costs associated with legal obligations

Analyzed total set up costs and proposed possible funding strategies to franchise

Identified target market and outlined opportunities for expansion

Provided recommendations on marketing and brand awareness

Created an estimated income statement to highlight past profitability and return on investment

Prepared sales forecasts including a discounted cash flow to outline possible investment opportunities for a franchisee

Presented findings in a PowerPoint presentation to various business executives

Business and Technology Intern
January 2015 to Current
American Stock Transfer & Trust Company, LLC – Brooklyn, NY - City , STATE

Created a business charter to capture assets by integrating brokerage and equity plan solutions services while upselling to financial advisors

Used a Bloomberg Terminal to create a database of approved commercial paper programs to aid in short-term money market investing

Gathered prospectus and receivable information from corresponding brokers

Assisted VP of Finance in preparing SSOI and FOCUS reports to submit to FINRA

Opened new Investor Services brokerage accounts

Provided written recommendations on improving AST call center operations

Prepared National Financial revenue and expense reports for accounting

Education
Bachelor of Arts : Economics, 2014Queens College - City, State
Extra-Curricular Activities

WTF Internationally Ranked Taekwondo Athlete (Olympic Ranking)

Performed Taekwondo demonstrations at Mayor Bloomberg's Gracie Mansion, Leukemia & Lymphoma Society Walk, Breast Cancer Walk & Fight for Cure and various local nursing homes & schools

Travelled abroad to South Africa (2011-2013)

Member of Event Power Staff Long Island - Mighty Hamptons Triathlon

Queens College Young Alumni Committee Member

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Resume Strength
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  • Measurable results
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Resume Overview

School Attended

  • Queens College

Job Titles Held:

  • ETF Analyst
  • Business Management Intern
  • Business and Technology Intern

Degrees

  • Bachelor of Arts : Economics , 2014

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