Daniel Macduff Email & Phone Number

New York, NY, US

Global Trading & Market Services

New York, NY, US

Philadelphia, PA, US

Alternative Investments Sales

New York, NY, US

• Rotated through electronic sales trading and high touch equity block trading desks
• Analyzed historical ETF volume to identify potential sources of liquidity for thinly traded stocks and presented findings to the firm’s quantitative research team
• Created trade cost analysis reports for clients with Tableau analyzing VWAP, POV and other trading metrics
• Assembled a doomsday portfolio of defensive stocks set to outperform in a world war, compiled historical data in Excel in order to calculate portfolio expected return, variance, standard deviation and Sharpe ratio
• Composed two equity research reports recommending a long and short in two small-cap companies

• Balanced budget for first time in three years after partnering with university’s Office of Bursar to facilitatetimely member dues collections and penalize nonpaying members to catalyze full payment
• Coordinated financial and accounting functions for fraternity, which encompassed managing a$400,000 chapter budget, accounts receivable, accounts payable, and financial reporting
• Oversaw $1.2 MM in assets and acted as a liaison between accountants and national fraternity
• Led fraternity’s executive committee along with the President and Vice President

Zurich, CH

• Analyzed hundreds of mutual funds to provide insight on crafting of new $50 MM fund of funds
• Tracked mutual funds within the fund regularly which contained asset classes ranging from small to largecap stocks, high yield bonds, municipal bonds, futures and emerging markets
• Ran reports with UBS’s Financial Goal Analysis tool to give clients a view of where they stand financially andprobability of achieving retirement goals based on current financial status and decision making
• Partnered with team of four interns to create marketing materials for new fund utilizing Microsoft PowerPoint

Marlton, New Jersey, US

• Led customer relations management and prospecting operations
• Examined investment portfolios consisting of stocks, bonds and treasury bills for 15 clients
• Strategized asset allocation based on risk tolerance, investment time frame and client objectives
• Researched exchange traded funds and mutual funds using third party vendors such as Morningstar
• Reduced time needed to analyze client’s performance by utilizing Charles Schwab Portfolio Center