Provide support and analysis for new development initiatives to drive workflow improvements withininvestment operations and teams, including reconciliation and performance data analysis. Oversee the daily reporting process for our key clients, ensuring the delivery of comprehensive performance analyses and actionable insights to drive continuous improvement and strategic initiatives.-Perform daily reconciliation of positions and transactions between 1919ic’s Portfolio Accounting System (Advent’s APX) and custodian banks. Granted access to Bloomberg Terminal to lead the team in comprehensive research and data analysis of bonds and securities.-Calculate, reconcile, and analyze performance data, delivering actionable insights. Support, analyze, and configure trading, portfolio accounting, and analytics systems.

As a Trade Operations Specialist in Fixed Income Derivatives, I oversee and facilitate the trade execution process for over-the-counter derivatives products between Morgan Stanley and over 450 public entities from more than 15 countries, ensuring cashflows and revenues align with company targets. To achieve desired results, I resolve day-to-day issues and minimize risks.● Conducted in-depth data analysis, leveraging advanced analytical tools and methodologies to extract valuable insights, inform strategic decision-making, and optimize business processes. Ensured the prompt and accurate delivery of confidential trade confirmation documents, particularly for high-value interest rate swaps and credit trades valued at or exceeding $20,000,000, contributing to the firm's financial stability and risk management objectives. ● Utilized sophisticated database platforms to generate comprehensive reports aimed at meticulously tracking and allocating mismatches or missing alleges. Monitored and prevented negative Profit and Loss (PnL) impact and averted financial losses, aligning with the firm's rigorous risk and finance standards.Efficiently managed and inputted large datasets: Ensured high accuracy and consistency in data entry for various projects, leading to improved reporting and analysis outcomes.A few key achievements in this tenure include:♦ Began tenure as an analyst among 2-3% of college applicants.♦ Selected by my team to oversee our most highly valued clients within the first 5 months of employment♦ Managed 1K+ allocations and 100+ clients on weekly basis.♦ Increased production and efficiency by creating and executing efficientoperational systems.

-Facilitate investment discussions bi-weekly: Lead and moderate sessions to explore and strategize investment opportunities and market trends.-Perform comprehensive analysis of stock market charts and patterns: Deliver detailed insights and interpretations to guide investment decisions and identify key market movements.-Mentor beginner traders in market fundamentals: Provide educational guidance and resources to help new traders understand and navigate market information effectively.

-Responsible for crucial editing and revising social media posts -Negotiated with local companies looking to collaborate with our team through ad campaigns -Assisted in the essential recruitment of new clients

Howard P.R.I.D.E. encourages the continued academic, professional, and personal development of Black male students. Created as a Black male success initiative, this program aims to increase the math completion, retention, and graduation rates of Black male students. As a mentor, I was responsible for mentoring Howard P.R.I.D.E members through building strong relationships with our members and providing academic and personal guidance. I also had the opportunity to represent our organization at conventions such as the Black Brown and College Bound summit.