Sample Template Example of Beautiful Excellent Professional Curriculum Vitae / Resume / CV Format with Career Objective, Job Profile & Work Experience for Freshers & Experienced in Word / Doc / Pdf Free Download
EDUCATION
PROFESSIONAL
DESIGNATIONS
Download Resume Format
KYLA SCHNEIDER, CFA
19 Waterloo Circle
cell (603) 229-5514
Dover, NH 03415 E-mail:
kylaschneider@mac.com
EDUCATION
Syracuse
University, Syracuse, NY
Graduated 1991
Crouse Hinds School of Management - Bachelor of Science Major:
Accounting
EXPERIENCE
GlobeOp Financial Services, Inc. Hartford, CT
Director of Operations April 2010 – Present
•
Lead a
middle and back office team that provides hedge fund administrative services to
clients engaged in various investment products, including equity, fixed income,
bank debt, contract for differences, futures, commodities, options, FX,
derivatives, mortgages and repos.
•
Responsible
for all operational aspects of over $16 billion in assets under administration,
half of which is fund of funds hedge funds.
•
Effectively
and efficiently manage a team that processes and reconciles high volumes of
trades each business day.
•
Manage
the team interaction with various internal departments, such as Fund
Accounting, OTC Operations, Investor Relations and IT.
•
Serve
as liaison between clients and prime brokers.
Provide on the job coaching and leadership to the Operations team. Set and follow through on departmental goals
and objectives.
•
Contribute
to internal project initiatives regarding new product development, testing and
implementation.
•
Manage
a team of over twenty Operations personnel in the United States and over fifty
personnel in India.
Gilmore Farragut, LLC. Rye, NH
Operations and Trading April 2008 – April 2010
•
Designed,
back tested and implemented quantitative trading strategies with S&P e-mini
futures.
Citizens Advisers, Inc. April
2000 – April 2008
Portsmouth, NH
Vice
President / Operations and Trading January 2002 – April 2008
•
Built a
trading desk and team from the ground up that had all the modern day technological
advantages.
•
Responsible
for managing a trading desk and obtaining best execution of equity trades for a
family of mutual funds and private client accounts.
•
Served
on firm’s Brokerage, Valuation and Soft Dollar Committees to ensure best
execution.
•
Supported
the new business selling process by working closely with the sales team to make
formal presentations on the abilities of the trading desk to existing and
potential clients.
•
Developed
financial plans and controlled a three million dollar research and soft dollar
budget.
•
Created
and maintained relationships with over thirty brokers and twenty third party
vendors.
•
Used
fundamental financial data to assist portfolio management on portfolio
construction and modeling.
•
Served
as backup Portfolio Manager / Trader for the firm’s Money Market Fund.
•
Communicated
trading strategies and market viewpoints to portfolio managers at weekly
meetings.
Director of Investment Operations
April 2000 - January 2002
•
Managed
a group of people to ensure day to day investment operations ran smoothly,
including trading, correct settlement of trades, reporting to private clients,
performance attribution, corporate actions and cash settlement.
•
Led a
year long project with auditors, which resulted in the firm becoming AIMR/GIPS
compliant.
•
Calculated
and reported portfolio performance attribution of sectors and industries.
Lazard Freres & Co. LLC March 1994 – April 2000 London / New York, NY
Vice President / Project
Manager
July 1999 – April 2000
•
Selected
based on industry knowledge, job performance, interpersonal skills and
technical aptitude to live and work in London for a year to integrate the
firm’s London office operations with the New York office operations in order to
form a global unit following the merger of our asset management businesses.
•
Worked
closely with all departments of the firm in London and New York to complete the
project including compliance, trading, portfolio management, marketing, technology
and external custodians.
VP / Manager of Investment Operations for
the Private Client Wealth Group June 1996 – July 1999
•
Ultimately
responsible for the financial integrity of over six thousand portfolios,
including the reconciliation, reporting and performance attribution of each
portfolio. Total market value of
portfolios exceeded thirteen billion dollars.
•
Responsible
for the interviewing, hiring, firing and managing of fifteen portfolio
accountants / performance analysts.
•
Co-led a year long project to convert the firm’s
portfolio accounting system.
Portfolio Administrator and Performance
Analyst
March 1994 – June 1996
•
Responsible
for the daily accounting, performance reporting and administration of over 200
portfolios.
KYLA SCHNEIDER, CFA
19 Waterloo Circle cell
(603) 229-5514
Dover, NH
03415 E-mail:
kylaschneider@mac.com
Dean Witter, Discover & Co. New York, NY
Section Head and Mutual Fund Accountant August 1992 – March 1994
PROFESSIONAL
DESIGNATIONS
•
Chartered
Financial Analyst (CFA)
•
Member
of the CFA Institute and the Boston Security Analysts Society
TECHNICAL QUALIFICATIONS
Advent AXYS / MOXY,
Bloomberg, FactSet, Portia, Shaw Data, various ECN’s, Microsoft Excel, Word and
PowerPoint
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