To apply a combination of my educational background and analytical experience towards building a career as a financial professional.
•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
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
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
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
Companies Worked For:
School Attended
Job Titles Held:
Degrees
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