Proprietary Equity Trader Sample Resume Format in Word Free Download -->

Proprietary Equity Trader Sample Resume Format in Word Free Download

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Shelly Joseph
25 Oldham Road, Wethersfield, SN 11021
 (520) 410-2291 ● joseph55@rediffmail.com

Qualifications Summary

 

Detail oriented Senior Financial Analyst with hands-on experience in quantitative/statistical analysis, budgeting, forecasting and accounting.

Ø  Provide robust modeling and reporting to facilitate executive-level decision making.
Ø  Strong analytical skills; support business operations through analysis of key performance indicators and trends.
Ø  Consensus-driven communicator; liaise across various business units and promote organizational success.
Ø  Rapidly adapt to new technologies and possess expertise with MS Excel, Access, Word and PowerPoint.

Professional Experience


Proprietary Equity Trader, (July 2005 – present)
  • 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

JetBlue Airways                                                                  Darien, CT
Capital Analyst, Financial Planning & Analysis, (2003 – 2005)
  • 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.

Commonwealth Telephone Company                       Dallas, PA
Senior Financial Analyst, Financial Strategic Planning, (2001 – 2002)  
  • 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.

Sanford C. Bernstein / Alliance Capital                             New York, NY
Technical & Trading Associate, International Portfolio Management, (1999 – 2001)
·         Maintained firm’s internal accounting system which tracks portfolio performance for the company’s $37 billion of assets under 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


Bachelor of Science in Management / Finance - 1998
Syracuse University (Utica College)  Utica, NY

 


Additional Skills

- Financial Modeling              - Advanced Microsoft Excel             - Cost Analysis
- Visual Basic Macros            - Capital Expenditures (CAPEX)        - Trend Forecasting
- Quantitative Analysis          - Budget Preparation                      - Reporting Processes

 


 

REFERENCES AVAILABLE UPON REQUEST



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