DEL510

Resume

1. Jan 2008 - Jan 2008
   

   Operations Analyst Co-Op

   Goldman, Sachs & Company

   Worked in the Prime Brokerage Operations Division reconciling receipt of high risk payments for free of payment (FOP) trades. Communicated directly with executing brokers to effectively resolve cash breaks during the settlement process. Resolved discrepancies and cash differences with Client Services and Trade Management associates. Utilized Excel spreadsheets to track daily exposure, opportunity cost of unsecured trades and settlement differences to report to the Global Securities Services, Trade Management and Regulatory teams. Worked with colleagues on effectively confirming payments and instructing wires for payment/settlement of FOP trades for equity purchases made by Prime Brokerage clients. Successfully trained new analysts and created a process for reporting and tracking interest claims from late payments.

    
2. Jan 2007 - Jan 2007
   

   Income Analytic Support Co-Op

   MFS Investment Management

   Updated Global Investment Support Fixed Income Trading System daily. Utilized Excel spreadsheets and pivot tables to track derivative confirmations received from brokers. Communicated directly with brokers to amend derivative confirmations. Researched new coupon payments using Bloomberg software and updated MFS systems. Assisted team with various projects involving agency ratings, new security and portfolio set-ups and private placement securities.

    
3. Jan 2006 - Jan 2006
   

   [title]

   Moody's Investors Service

   Analyzed financial statements for companies in the energy and oil industries to assess debt. Populated newly published financial model in Excel for new rating methodology based on Loss Given Default with individual company debt pieces. Tracked changes in ratings and reported findings to senior analysts.

    
4. start - present
   

   HOLT Sales Co-Op

   Credit Suisse Securities (USA) LLC

   Worked with HOLT US Sales group within equity sales assisting with preparation of client deliverables. Communicated with various HOLT Valuation and Analytics team members to create idea generation books for buy-side clients to assist in stock selection process. Worked with REITS sector specialist to calculate market implied asset appreciation percentages to prepare market commentary. Utilized proprietary database to find long and short ideas for clients. Various ad-hoc projects to analyze undervalued and overvalued ideas in client portfolios and conducting research on prospective mutual and hedge fund clients. Accompanied sales professionals to client meetings to better understand role of salesperson within HOLT department.