Qualifications
Summary
Professional
Experience
- Identify and
initiate short-term equity trades in an assigned account
- Follow macro
economic trends to create trading bias to prepare for each day/week/month
- Identify list
of equities that provide greatest potential for trading opportunities on a
daily basis
- Maintain
constant research and study to determine which sectors are leading the
current market
- Regularly scan
SEC filings to understand company metrics and competitive position in
sector
- Use technical
analysis to forecast price movements and place effective stop orders
- Supported
department management with monthly and quarterly financial analyses.
- Headed budget
process for corporate and executive cost centers.
- Developed
various analyses related to ad hoc projects required of senior management.
- Made
recommendations to executive management based on company’s strategic
plans.
- Analyzed and
identified trends on key cost drivers within the company.
- Created and
maintained financial reports on the company’s intranet.
- Developed
the financial plan (forecasts/budgets) for a $200 million telephone and
information company.
- Developed
financial models for forecasting revenues and capital/expense spending
used for capacity planning and budgeting.
- Implemented
a productivity initiative for 400 operational and call center employees
- Performed
product line analysis.
- Developed
benchmarking reports, identifying key indicators, risks and opportunities
for the telephone company.
- Prepared
annual budget and monthly forecasts for senior management.
- Responsible
for processing trading/research information for the company’s
International Value and Emerging Markets Value portfolios.
- Setup
and tracked the firm’s global equity, future, and currency positions
through an external pricing and modeling system (Financial Models
Corporation).
- Worked
closely with research analysts to assist in determining the strength of
various companies and their potential value.
- Created
performance reports used by senior management, trading, and portfolio
managers.
- Provided
support to back office operations to assist in settling trade disputes.
Educational
Background
REFERENCES
AVAILABLE UPON REQUEST
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