Results- and detail- focused Portfolio Manager with a 7 year history of meeting deadlines under pressure and adapting to the situation. Takes on responsibility, functioning independently within a team. Expert at streamlining and automating processes.
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•Executed trades to fund, invest excess cash, and actively manage liquidity for over 5000 accounts
•Reviewed trades for compliance with multiple customized client guidelines and client risk tolerances
•Structured and rebalanced portfolios pursuant to client objectives and firm's outlook •Provided input to the investment strategy for Short Dur accounts •Contributed to Economic Forum discussions, determining firm outlook and investment direction •Contributed to liquidity model for accounts based on risk and firm's market outlook •Traded between $30B and $200B in Repo/RRP, Agencies, Short UST, Specials, and CP daily •Served as liaison between the desk and IT; created specs for in house software
Bloomberg MS Excel (expert) MS Office (expert) VBA (expert) MS Query (expert) MS Access (expert) Series 7 (expired) Series 63 (expired) TradeWeb Java, C, Perl Mandarin Chinese, Spanish
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