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Head Trader Resume Example

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HEAD TRADER
Summary
Experienced financial professional with nearly 15 years of proven effectiveness in fast-paced, high pressure environments. Proven success in leading large scale projects, running investment trade desk and managing budgets and forecasts. Passion for problem solving, organization, planning and execution. Highly developed interpersonal skills, close attention to detail and an ability to work efficiently, both independently and in a team setting.
Highlights
Proficient user of Microsoft Excel, Advent's Axys and Moxy, RealTick EMS along with experience using Bloomberg.
Experience
01/2008 - Current
Company Name － City, StateHead Trader
  • Lead trading operations for an investment manager comprised of more than 750 individual and institutional accounts valuing over $1.5B in assets under management.
  • Provide informed feedback to portfolio managers regarding holdings, economic data and market trends which impact investment decisions and minimize risk - knowing where and when to trade.
  • Construct portfolios against firm models and recommend adjustments to portfolio managers for new accounts, income requests and $350M wrap program with top investment bank.
  • Communicate and actively traded large open block orders with various sell side trading desks
  • Partner with sell-side firms to ensure best execution, reduce trade execution costs, manage commissions and ensure access to leading analysts for firm's portfolio managers.
  • Foster sell-side relationships to ensure access to leading analysts, execute large block orders, filter market data and have access to IPOs, volume for illiquid stocks and market data in support of holdings.
  • Recognized for quick responsiveness in all areas outside primary role, including client services, account maintenance and compliance reporting.
01/2007 - 01/2007
Company NameDevelopment VolunteerVolunteered with NGO focused on community efforts to foster health, education and good governance in central Tanzania. Resided in rural village participating in construction of medical clinic and studied Swahili.
01/2001 - 01/2007
Company Name － City, StateProject Analyst of Global Finance and Strategic Planning
  • Selected to serve as member of program management office charged with overseeing $640M in global IT spending which resulted in prioritized IT investments consistently linked to core business strategies.
  • Designed and implemented portfolio repository with reporting functionality to increase visibility, decrease dependency on manual reporting and streamline IT expenditures - a first, realizing savings of $100M.
  • Led IT operating plan across international markets and headquarters, including data collection, presentation to executives and ongoing fiscal management. Charged with identifying $10M to fund innovative IT projects.
  • Partnered with finance and IT leadership to design and implement first budget and forecast tool to collect consolidated global IT budget and ongoing fiscal activity which led to improved financial forecasting, planning and reporting. Delivered operating plan with improved reporting lags from five to two business days.
  • Led system rollout across 60 markets globally, including material design, training and implementation.
  • Responsible for the consolidation and analysis of fiscal activities; managing annual operating plan; monthly forecasts and reporting results to IT and corporate finance leadership.
  • Acted as project manager to increase financial awareness, accountability and transparency via budget management, daily accounting procedures and interdepartmental communication.
Education
Georgetown University － City, State, USGeorgetown University, Washington DC
School of Language and LinguisticsBachelors of Science: SpanishSchool of Language and Linguistics | Bachelors of Science, Spanish Major and Arabic Minor Coursework in Portuguese
New York University － City, State, USNew York University, New York, NY
Stern School of BusinessCertificate: Non-business MajorsStern School of Business | Business Certificate for Non-business Majors
Boston University Instituto InternacionalCity, ESArt and ArchitectureBoston University Instituto Internacional, Madrid, Spain Study Abroad Program | Art and Architecture
Certifications
Stern School of Business | Business Certificate for Non-business Majors
Languages
Linguistics | Bachelors of Science, Spanish Major and Arabic Minor
Professional Affiliations
HAPA (Health Action Promotion Association) Tanzania, East Africa
Skills
Operations, Access, Account Maintenance, Adjustments, Client Services, Maintenance, Market Trends, New Accounts, Trading, Increase, Budget, Finance, Accounting, Budget Management, Corporate Finance, Daily Accounting, Forecasts, Project Manager, Strategic Planning, Collection, Data Collection, Program Management, Project Management, Governance, Financial Forecasting, Forecasting, Rollout, Training, Axys, Budgets, Excel, Microsoft Excel, Problem Solving, Architecture
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Resume Overview

School Attended

  • Georgetown University
  • School of Language and Linguistics
  • New York University
  • Stern School of Business
  • Boston University Instituto Internacional

Job Titles Held:

  • Head Trader
  • Development Volunteer
  • Project Analyst of Global Finance and Strategic Planning

Degrees

  • Bachelors of Science : Spanish
    Certificate : Non-business Majors
    Art and Architecture

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