eFinancialCareers

SUMMARY:

Research Analyst with seven years experience in commodity futures, equity futures, foreign exchange, and fixed income markets. Recognized for strong analytical and critical big picture problem solving skills. A proactive team-player who is organized, detail oriented and accurate. Posses excellent interpersonal, written and presentation skills. Excels in a fast-paced, changing and dynamic work environment.

EXPERIENCE:

ABC CAPITAL MANAGEMENT, CITY, STATE - 2003 - 2008
Research Analyst, (2005 – 2008)

• Developed trading systems and analyzed performance as an integral member of a quantitative research team.
• Diversified current trading models with $2.2 billion under management as integral member of project team.
• Programmed and tested various methods of trading, presented results and recommended improvements to senior research analysts leading to changes in the production system.
• Updated models for trading system in commodity futures, equity futures, foreign exchange, and fixed income markets.
• Verified all trading orders for accuracy and coordinated with Operations staff and Technology staff to correct trading system and/or data issues.
• Communicated to the marketing department recent updates and participated in creating reports summarizing the objective and performance of trading systems.
• Worked with senior research analysts to organize and edit notes regarding new development ideas and as monitored performance of recent research initiatives.
• Prepared status reports for weekly research meetings.

Trading Analyst, (2003 – 2005)
Sole responsibility for preparing 70+ trading agreements a month and coordinating with clients and brokers on a daily basis to complete agreements in a timely manner.

• Negotiated lower rates charged by current brokers and diversified brokers used to execute trades.
• Tested and integrated an internally developed proprietary Trading Desk software application as a member of the middle office team.
• Trained all new staff members on proper software use.
• Corresponded with clients to answer inquiries and resolve trade or account problems.
• Monitored daily trading activity and reconciled accounts.

A BANK, CITY STATE - 2002 - 2003
Financial Sales Consultant

• Interfaced with customers to assess their financial needs, explain the benefits and features of all product offerings, and recommended suitable financial programs.
• Worked as a member of a team and independently to achieve both branch and personal sales and service goals. Increased productivity by x% in 1 year.

EDUCATION:

UNIVERSITY OF SCRANTON, SCRANTON, PA - 2002
Bachelor of Science in Mathematics
Minor in Computer Science and Philosophy

• Loyola Scholarship, Dean’s List, Upsilon Pi Epsilon Honor Society for the Computing Sciences

CERTIFICATIONS:

Passed Level I of CFA Examination 2008

TECHNICAL SKILLS:

TradeStation Trading Software, C++, Bloomberg, Microsoft Office Suite, Microsoft Excel including: macros, pivot tables, data formulas, Word, Access, and Power Point.

PROFESSIONAL ASSOCIATIONS:

Boston Securities Analysts Society, Member

KEYWORDS: Research analyst, financial sales, sales, foreign exchange, fixed income, commodity futures, equity futures, analytical, problem solving, team player, accurate, interpersonal, presentation, communication, quantitative research, research, reporting, train, negotiate, teamwork, team-player, trade station trading software, computer science, excel, mathematics, level 1 CFA, CFA