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@dennisuniform.com
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Christopher Jose is listed as Honors Math and Finance @ Northeastern University based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at dennisuniform.com and a matched LinkedIn profile for Christopher Jose.
Christopher Jose previously worked as Fund Administrator Co-op at Mfs Investment Management and Shareholder Reporting Analyst Co-op at Fidelity Investments. Christopher Jose holds Bachelor'S Degree, Mathematics And Finance from Northeastern University.
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Detail oriented university senior with interests in financial instruments and mathematical analysis. Capable employee delivering reports and packages with attention to detail in a timely manner. Proven ability to collaborate effectively within team environments while maintaining accountability for personal deliverables. Curious and driven individual willing and able to contribute and pose questions in meetings and discussions.
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Boston, Massachusetts, United States
Prepared monthly and annual budgets for mutual funds, updating based on accruals, invoice forecasts, and regulatory changes. Conducted detailed analysis of asset-based fees and expense caps/ratios, optimized workbooks to reflect fund/share class launches, mergers, closings.Performed securities lending oversight by reviewing daily reports including collateral levels, approved borrowers, and lending limitations.
Boston, Massachusetts, United States
Upload TNA & NAV values for Fidelity FIC, 15c, and 40 Act funds' quarterly filings.Verify 15c CUSIPs' conformity when sending from portfolio listing to FRSH and SHARP publishingsoftware.Simplified fund of funds reporting by relocating all individuals into one centralized location by type.Built a record of PWC notes to analyze the opportunity cost of generating them in house.
Miami, Florida, United States
Receive merchandise and packing slips, sort, organize, and direct inventories to POS and stock based on demand forecasts for each summer busy season. Fill 10k+ orders each summer including stock transfers, outside vendor PO’s, customer orders, open order reports, heat transfer, screen printing, fast track and logo stock orders at company’s largest facility. Train and supervise a team of 10 new employees who facilitate warehouse function: build new storage racks, shelves, pick-bins, pick… Show more Receive merchandise and packing slips, sort, organize, and direct inventories to POS and stock based on demand forecasts for each summer busy season. Fill 10k+ orders each summer including stock transfers, outside vendor PO’s, customer orders, open order reports, heat transfer, screen printing, fast track and logo stock orders at company’s largest facility. Train and supervise a team of 10 new employees who facilitate warehouse function: build new storage racks, shelves, pick-bins, pick customer orders, and transfer/stock merchandise. Show less
Miami, Florida, United States
Exposed to all sectors of operation within a Fortune 500 company. Understood the firm's internal and external business strategy. Networked with company professionals. Met and conversed with CEO Jose Mas.
Miami, Florida, United States
Shadowed an independent financial consultant and perceived securities from the perspective of a CFP. Understood client acquisition/retention skills, observed client meetings and phone calls regarding portfolio performance and forecasting.
Activities and Societies: Mu Alpha Theta President, Environmental Club President, Ted Talk Tuesday Curator
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Christopher Jose is listed as Honors Math and Finance @ Northeastern University.
AeroLeads has found 1 work email signal at @dennisuniform.com for Christopher Jose.
Christopher Jose is based in Boston, Massachusetts, United States.
Christopher Jose has worked for Mfs Investment Management, Fidelity Investments, Dennis Uniform, Mastec, and Raymond James.
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Christopher Jose holds Bachelor'S Degree, Mathematics And Finance from Northeastern University.
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