Resumes
Resumes
Trade Settlement Supervisor
View pageLocation:
1001 L St northwest, Washington, DC 20001
Industry:
Investment Management
Work:
First Republic Investment Management - New York, NY since Nov 2008
Operations / Trading Associate
Byram Capital Management LLC Jan 2005 - Oct 2008
Portfolio Administrator
Paratus Partners LLC Mar 2004 - Dec 2004
Trading / Research Associate
Globe Op Financial Services Sep 2002 - Feb 2004
Documentation / Derivative Confirmations Analyst
JSK Associates / IES Inc Jun 1998 - Aug 2002
Administrative Assistant to CEO / Compliance Trainee
Operations / Trading Associate
Byram Capital Management LLC Jan 2005 - Oct 2008
Portfolio Administrator
Paratus Partners LLC Mar 2004 - Dec 2004
Trading / Research Associate
Globe Op Financial Services Sep 2002 - Feb 2004
Documentation / Derivative Confirmations Analyst
JSK Associates / IES Inc Jun 1998 - Aug 2002
Administrative Assistant to CEO / Compliance Trainee
Education:
Iona College 1998 - 2001
B.B.A., Business Management Bryant University 1996 - 1998
B.B.A., Business Management Bryant University 1996 - 1998
Skills:
Advent
Apx
Axys
Acd
Dataport
Data Exchange
Rex
Dtc
Settlement
Trading
Moxy
Equities
Omgeo Alert
Swift Messaging
Oasys
Ctm
Bloomberg
Account Reconciliation
Longview Trading System
Fixed Income
Derivatives
Alternative Investments
Securities
Mutual Funds
Asset Allocation
Corporate Actions
Back Office
Investments
Investment Advisory
Portfolio Management
Apx
Axys
Acd
Dataport
Data Exchange
Rex
Dtc
Settlement
Trading
Moxy
Equities
Omgeo Alert
Swift Messaging
Oasys
Ctm
Bloomberg
Account Reconciliation
Longview Trading System
Fixed Income
Derivatives
Alternative Investments
Securities
Mutual Funds
Asset Allocation
Corporate Actions
Back Office
Investments
Investment Advisory
Portfolio Management
Certifications:
Claritas® Investment Certificate
Cfa Institute
Cfa Institute
Silvio Minuto Hoboken, NJ
View pageWork:
Sands Capital Management
Jul 2013 to 2000
Trade Support Specialist / Senior Reconciliation Administrator
First Republic Investment Management
New York, NY
Nov 2008 to Nov 2012
Operations / Trading Associate
Byram Capital Management LLC
Greenwich, CT
Jan 2005 to Oct 2008
Portfolio Administrator
Paratus Partners
Stamford, CT
Mar 2004 to Dec 2004
Trading / Research Associate
Globe Op Financial Services
Harrison, NY
Sep 2002 to Feb 2004
Derivative Confirmations Analyst
JSK Associates / IES Inc
White Plains, NY
Jun 1998 to Aug 2002
Executive Assistant
Jul 2013 to 2000
Trade Support Specialist / Senior Reconciliation Administrator
First Republic Investment Management
New York, NY
Nov 2008 to Nov 2012
Operations / Trading Associate
Byram Capital Management LLC
Greenwich, CT
Jan 2005 to Oct 2008
Portfolio Administrator
Paratus Partners
Stamford, CT
Mar 2004 to Dec 2004
Trading / Research Associate
Globe Op Financial Services
Harrison, NY
Sep 2002 to Feb 2004
Derivative Confirmations Analyst
JSK Associates / IES Inc
White Plains, NY
Jun 1998 to Aug 2002
Executive Assistant
Education:
Iona College
New Rochelle, NY
Jan 1999 to Jan 2001
B.B.A. in Business Management
Bryant College
North Smithfield, RI
Jan 1996 to Jan 1998
New Rochelle, NY
Jan 1999 to Jan 2001
B.B.A. in Business Management
Bryant College
North Smithfield, RI
Jan 1996 to Jan 1998
Skills:
Advent: APX, AXYS, ACD, REX, Dataport, Data Exchange, DTCC, Interface Moxy, LVTS (Longview Trading System), Omgeo: ALERT, OASYS, CTM (Central Trade Matching), SWIFT, Bloomberg, Microsoft Office Suite: Word, Excel, PowerPoint, Access, Publisher, RightFax