New York, New York, United States
Experienced Market Leader, partnering with financial advisors in Connecticut, Rhode Island and Eastern New York representing BlackRock and iShares. Content intended for U.S. Audience. Disclosures: http://bit.ly/2vmehgr
IShares Market Leader serving the Connecticut, Rhode Island and Eastern New York region
• Conducted financial analysis of mutual funds, ETFs and alternative investments and created client-facing reports • Attained portfolio construction and modification skills through learning how to mitigate credit, equity, and duration risk for the purpose of achieving client goals • Created a mutual fund with a cohesive strategy, implemented trades, and presented the portfolio to senior management • Established sales acumen through quick pitch tournament, current event debate, and portfolio consulting competition
• Analyzed and categorized legal documents in assisting in the transfer of databases • Compiled research on institutional cliental in excel • Assisted in reviewing, examining, and compiling data from a client listening project • Worked on a project verifying trade notification documents against a database using a great deal of attention to detail to ensure KYC/AML regulations were met • Various administrative tasks from preparing and tracking expense reports and covering the main Reception Desk with frequent client interaction and C level executives