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Operations Analyst (Hedge Funds) Resume Example

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OPERATIONS ANALYST (HEDGE FUNDS)
Professional Summary
Financial services professional with experience in operations and corporate finance.
Skills
  • Canadian Securities Course
  • Extensive use of Microsoft excel
  • Oral & written client communication  
  • 3 years experience in financial services and corporate communication 
  • Client-facing software demonstrations
  • Highly capable in fast-paced and time sensitive work environments
  • Teamwork & co-ordination
  • Coaching
Work History
Operations Analyst (Hedge Funds)03/2012 to Current
Citco Fund Services – 5151 George Street. Halifax, NS
  • Perform daily and monthly cash and position reconciliations for hedge funds  
  • Manually book entries for dividends, cash movements and fees/interest  
  • Communicate with clients to resolve trade breaks between Citco and prime broker      
  • Train and coach new hires; work on a team in a fast-paced and time sensitive environment to complete daily deliverables for clients  
  • Attend regular technical and soft-skills workshops
Investment Banking Intern04/2011 to 01/2012
Portfolio Strategies Securities – 2 Lombard Street. Toronto, ON
  • Attended initial client-facing meetings
  • Evaluated company using industry comparables
  • Liaison with clients and legal council to collect due diligence for CPC, IPO and Private Placement deal closings
  • Reviewed due diligence books and technical reports for mining clients; summarized and present findings to VP of corporate finance
  • Performed investor relations duties; registered 200 new investors in internal CRM system, communicated with clients and requested outstanding information, and verified accredited investor status'
  • Created and presented fraud and anti-money laundering course for 15 brokers
Summer Student01/2007
CrediFinance Securities Limited – Toronto, ON
  • Edited the TSX/Shareholder filing statement for a CPC company merger 
  • Performed preliminary due diligence research on a number of companies and industries 
  • Prepared and presented preliminary due diligence report for $40 million financing 
  • Attended and performed secretarial duties at corporate finance department meetings 
Education
BBA: International Business2012Dalhousie University- Halifax, NS
Foundation Year Programme2007Kings College University- Halifax, NS
Additional Information
  • Shambhala Office of Culture & Decorum Committee member 
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Resume Overview

Companies Worked For:

  • Citco Fund Services
  • Portfolio Strategies Securities
  • CrediFinance Securities Limited

School Attended

  • Dalhousie University
  • Kings College University

Job Titles Held:

  • Operations Analyst (Hedge Funds)
  • Investment Banking Intern
  • Summer Student

Degrees

  • BBA : International Business 2012
    Foundation Year Programme 2007

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