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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEducationMBA from Isenberg School of Management University of Massachusetts Amherst Boston, MA Street Address - 2022Bachelors of Business Administration in Economics, Minor in Chemistry from Isenberg School of Management University of Massachusetts Amherst Amherst, MA Street Address
Applicable application experienceSQL/VBA/ PythonTrading- Bloomberg, Tradeweb, Marketaxess, Perform, FXALL, LiquidnetCRM- Envestnet/Salesforce/RedtailOMS- Alto trading/ Aladdin/ Charles River/ Client works/Blaze (LPL)Portfolio Modeling/ConstructionProfessional ExperienceBeck Bode Wealth Management- Dedham, MA March 2022-PresentHead of TradingTrader for US/International Equities, Fixed income including High Yield/Investment grade bonds, Municipal bonds, treasuries, Futures, FX, options.Consult with clients to determine financial needs and goals and develop growth plans.Daily monitoring account and funds portfolios in terms of cash flow, allocation, risk, exposure and thresholds.Continuous research and analysis both technical and fundamental of investment portfolios and securities.Work with the Investment committee to determine funds goals and investment decisions on an ongoing basis.Constant communication and collaboration with broker/dealers, bank, and street for runz, inventory, and new issue securities to ensure best execution and diverse/balanced portfolios.In charge of adjustments to portfolio based upon macro investment environment and continuously searching for comparables to strive for our portfolios to constantly beat benchmarks.Communicate with sell side coverage and research analysts to gather market color on the economic and macro environment.Ensuring accurate settlement of all investment vehicles, and resolving discrepancies if any with counterparties.Amundi Asset Management Boston, MA Oct 2020 March 2022Multi Asset Investment Trader/AnalystTrader for Investment Grade and High Yield Fixed Income, US and International Equities, Treasury, Futures, FX, and options, as well as SMA Munis.Research and analysis of investment securities with portfolio managers and analysts.Constant monitoring of portfolios. cash flow, asset allocation, risk, exposure, and thresholds while continuously gathering diverse views of internal and external sources of economic, market, and credit research.Work with portfolio managers and analysts to leverage the scale and scope of our portfolios by interfacing with the capital markets, sales, and trading desk of banks and brokers.Constant communication with brokers, banks, and street on runz, inventory, and new issues on attractive securities to ensure best execution and diverse and balanced portfolios.Source offerings from the street for block trades in SMA program as well as mutual fund TBAs.Propose adjustments to portfolio based upon macro investment environment and continuously searching for comparables to strive for our portfolios to constantly beat benchmarks.Communicate regularly with sell side coverage and research analysts to gather market color and intelligence and the changing views of the macro environment.In charge of operation tasks for SMA munis, as well as fixed income trading and resolving any and all discrepancies to ensure accurate settlement.Integrated Financial Partners (IFP) Waltham, MA Jan 2018 Oct 2020Trader, Investment and Operations ManagerResponsible for all trading, investment strategies and modeling including asset allocation, and any operational task associated.Accompanying meetings with advisors to provide insight into investments, strategies, trading, and performance of portfolios compared to benchmarks.Assist advisors to establish and maintain comprehensive plans for clients financial futures such as but not limited to: retirement distribution strategies, financial planning, tax reduction strategies, estate and wealth planning to name a few.Responsible for ongoing client portfolio supervision, including cash flows and ad hoc requests. Constantly adjusting portfolios to ensure diverse portfolios constantly beating benchmarks.Due diligence and analysis into our various vehicles including but not limited to REITS, growth and income structured products, MFs, ETFs, bonds, annuities, 529 plans, and life and health insurance to give clients a comprehensive portfolio ensuring diversification and liquidity.Maintaining and implementation of trading in various OMS/EMS systems.Collecting and ensuring accurate A/P processes, budgeting, and cash flow.Preparing and analyzing quarterly financial statements, year-end audit, and financial reports.In charge of implementation and execution of all trading for client accounts. Any model changes and rebalancing, and continuously working with wholesalers and research PMs for constant portfolio modeling and analysis.Analyze and study market potential and development of equities, ETFs, MFs, bonds, annuities, insurance, etc.Provide portfolio analytics across all products and calculating performance returns to support client reporting.Account administration such as bank recon, account recon, and any account transfers.Production and delivery of client reports including brokerage statements. Portfolio reports, and performance reports to explain and provide insight to clients in meetingsEaton Vance Investment Managers Boston, MA July 2016 Jan 2018Specialist Trading and Investment AssistantProvide functional support to portfolio managers, and research analysts for our Equity and Fixed Income desks in all aspects for trade execution to trade settlement, and any operational responsibilitiesHead trader for SMA Corp Ladder Muni accounts as well as SMA Equity Accounts.Responsible for establishing new client and fund accounts in various trading management systems in accordance with Eaton Vances model dependent upon clients investing choices.Maintain day to day of all separately managed fixed income accounts including execution of block trades, as well as step out trades if appropriate, ensuring accurate booking and settlements.Implement execution on various trading platforms based upon the portfolio managers orders and suggestion ensuring all accounts are in line with the appropriate Eaton Vance Model allocations.Ensure accurate settlement with brokers and custodians for equity and fixed income trades through various settlement processes whether RTTM, DTCC, markitwire, Bloomberg AIM and several others.Responsible for working with portfolio managers and analysts to continuously beat benchmarks in both equity and fixed income based on specific investment market research on a weekly basis minimum.Work with back offices to relay all corporate action information to our analysts and portfolio managers to vote on.State Street Bank Boston, MA Apr 2016 July 2016Fund Financial Analyst IIResponsible for preparing and analyzing semi-annual and annual financial statements and quarterly schedule of investments in accordance with regulatory and GAAP requirements.Act as a liaison between Financial Reporting and Fund Accounting to collect all information necessary to complete the financial statements and to resolve open items and issues.State Street Bank Quincy, MA Nov 2014 Apr 2014Functional Specialist Associate IResponsible for all aspects of day to day accounting for several clients mutual funds, hedge funds, and retirement.Prepare timely and accurate Net Assets Values, yields, for subsequent review on a fund level basis.Mid-month and month end reconcile of various accounts shares and market values directly with the investment manager.Handle account receivable and account payables, income receivable/payable, dividends daily etc.North-western Mutual Braintree, MA May 2013 Aug 2013Financial Representative InternshipWith guidance from my mentor, provided financial advice and guidance to clients, including investment management, income tax preparation and estate planning.Over the course of my internship got the experience of a full-time financial representative. |
