Public markets investing

Develop commodity trading pool hedge strategy models, primary volatility arbitrage and momentum trading strategies utilize high degrees of leverage through options on S&P futures, S&P futures, and VIX futures options.Trading operations resulting in 73% ROC in 2020; found opportunities for risk mitigation resulting in continuously improving alpha.Coordinate investment negotiations with accredited and retail investors.Manage investor relations including performance… Show more Develop commodity trading pool hedge strategy models, primary volatility arbitrage and momentum trading strategies utilize high degrees of leverage through options on S&P futures, S&P futures, and VIX futures options.Trading operations resulting in 73% ROC in 2020; found opportunities for risk mitigation resulting in continuously improving alpha.Coordinate investment negotiations with accredited and retail investors.Manage investor relations including performance reporting distribution to fund’s limited partners. Show less

Developed research and coverage for casino suppliers, educational services, and coal producers.

Business finance control and market research within fixed income trading. Current scope of trading desk focuses on Agency Mortgage Backed Securities with particular emphasis on "CMO Fixed Rate" (specialized pools custom ordered by clients) and "Pass Throughs" (generic 15 & 30 year Fannie, Freddie, and Ginnie pools).

Capital Markets & Global Banking AnalystConsolidate and publish $1.1 trillion balance sheet representing about 50% of the BoAML business entity.Regularly generate and distribute reports for specific lines of business which are used by 200+ associates and senior executives, including the BofA CFO as well as federal regulators including the OCC.Deliver quarterly consolidated investor relations financial decks.Develop financial models used in the GBAM forecasting… Show more Capital Markets & Global Banking AnalystConsolidate and publish $1.1 trillion balance sheet representing about 50% of the BoAML business entity.Regularly generate and distribute reports for specific lines of business which are used by 200+ associates and senior executives, including the BofA CFO as well as federal regulators including the OCC.Deliver quarterly consolidated investor relations financial decks.Develop financial models used in the GBAM forecasting process which includes yield calculations, NII, asset balances, etc. Show less

Collect and analyze financial data; build daily reports for executives and senior management to communicate a high level overview of business performanceDevelop SQL queries and data pulls to compile key figures which facilitate sales and corporate financial teamsPerform audit of business expensesRestructure and improve upon previous forecast and budget models to better communicate metrics which become more pertinent while phasing out those which are less… Show more Collect and analyze financial data; build daily reports for executives and senior management to communicate a high level overview of business performanceDevelop SQL queries and data pulls to compile key figures which facilitate sales and corporate financial teamsPerform audit of business expensesRestructure and improve upon previous forecast and budget models to better communicate metrics which become more pertinent while phasing out those which are less importantValuate clients to assist sales executives with strategic and financial planning Research and resolve ad-hoc projects from different teams and individuals throughout the business including accounting, compensation, internal auditing, sales, database managers, and product management Show less

Accountable for the bank reconciliation and settlement of daily cash positions for Visa, Master Card, and government networks; balance the bank card systemComplete day end close to ensure all business transactions for current day have been processed and track up to 1M in monthly expenses and revenues for First Data merchantsMonitor variances and settle out of balances that occur each day by sorting, manipulating, and analyzing large sets of data using advanced functions of Excel… Show more Accountable for the bank reconciliation and settlement of daily cash positions for Visa, Master Card, and government networks; balance the bank card systemComplete day end close to ensure all business transactions for current day have been processed and track up to 1M in monthly expenses and revenues for First Data merchantsMonitor variances and settle out of balances that occur each day by sorting, manipulating, and analyzing large sets of data using advanced functions of Excel and AccessAnalyze financial settlement reports, audit all electronic payments for accuracy, and serve as liaison between banks and business units regarding inquiries related to electronic disbursements Continuously identify ways to improve processes for increased effectiveness and efficiency Show less