Alyssa Rose Email & Phone Number

Hackettstown, Nj, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Published Fixed Income statements on a daily and monthly basis and also any additional non-standard processing statements to meet special client requests • Created a monthly pricing tracker using Excel that displays all received and outstanding manual pricing from 17 different trading desks that is shared with the Global Client Valuations Group to improve transparency across different teams• Implemented a new method of training by devising an interactive Excel daily checklist that automatically updates a progress tracker bar graph as tasks are completed and checked off• Revised Excel pricing files depending on trader preference and used Vlookups to extract prices from emails sent by trading before manually uploading daily and monthly pricing• Partnered with Sales, Trading, Risk and Control and Technology to resolve client inquiries• Ensured the accuracy of client statements by frequently adding and removing securities after receiving necessary approvals

New York, Ny, Us

• Monitored live trades by performing intra-day blotter checks for completeness and accuracy of trade capture • Communicated with Front Office and Trade Support daily to ensure proper settlement and resolve any discrepancy issues in a timely manner• Responsible for all tasks related to a sensitive client such as matching trades on allocation platform, responding to any related emails, opening new accounts and raising queries on existing accounts• Ensured completeness of Risk in start-of-day report by investigating each issue then identifying and performing corrective action

New York, Ny, Us

• Assisted in the settlement of Fixed Income trades by creating over 500 new client accounts • Confirmed the new accounts’ delivery instructions were correct to allow downstream processing without any issues• Interacted with static data teams to ensure accounts were completed before settlement date

Allentown, Pa, Us

• Attended over 10 hours of tutor training that explained how to student teach along with how to deal with difficult situations one can possibly encounter when tutoring • Formulated specific lesson plans which were dependent on each student’s academic strength • Consistently compiled practice problems from multiple sources as well as devised practice exams to assist with exam preparation• Completed accurate weekly reports that summarized the progression of my meetings • Received Level I Certification after reaching the required 25 hours of tutoring and 10 hours of training

Paris, France, Fr

• Utilized tool and database ServiceNow in order to obtain data for analysis • Collaborated with team members to devise a plan to capture and display information for division leaders who were responsible for the data’s accuracy and completion • Constructed an Excel sheet within an official company report that documented trends in data • Designed visual representation of data as an infographic in Excel that automatically updated when populated with new data

Bachelor Of Arts - Ba, Economics And Finance

Education record