I am a highly motivated and results-oriented professional with a proven track record of success in the financial services industry. I have a strong background in the areas of finance, accounting, and operations.
Prepared and analyzed credit reports, trading, and accounting records for clients. Audit and security of all legal entities.
Created a model to track the trading of the firm's operations and the company’s portfolio of the firm. This included the creation of a new bond repurchase program, and the issuance of a monthly interest payments.
Managed the derivatives portfolio of the company and provided support to the investment team. Worked with the traders to ensure that the trade execution was properly executed.
Managed the development of a new client’s website, which included the creation of a web based application, and the creation of a new website.
Researched and analyzed the market conditions of the company and its competitors. Also, used the company's proprietary data to create a model to evaluate the relative value of the client.
Analyzed and reported on the company’s macroeconomic news and industry trends. Presented findings to the CEO. Wrote and published the Board of Directors reports.
Asset Management Intern
Brigham Young University
Assist the Controller in the preparation of budgets, financial reports, and other ad hoc projects as needed. Act as a liaison between the accounting and Finance departments.
Provide research to clients and management on the financial aspects of the company’s IT, payroll, and Human resources.
Provide financial planning services to individuals and small businesses. Prepare and present financial plans. Attend meetings. Utilize client information to create and maintain client relationships.
Prepare asset allocation models for the client to determine the best fit for each individual project. The model will be used to calculate the IRR and NPV of the investment.
Prepare asset allocation models for the client to determine the best fit for each individual portfolio. Also, monitor the performance of the portfolios and make recommendations for the investment Committee.
Performed asset allocation for the entire company, including the development of a new asset management system. (A).