Daniel Osorio Email & Phone Number

Toronto, Canada Area

Toronto, Canada Area

◘ Researched new securities booked to institutional portfolios to ensure trade accuracy.◘ Confirmed market prices of equities, bonds and derivatives through analytical research.◘ Calculated daily market values for security portfolios.◘ Valued private placements through various client directed pricing techniques.◘ Researched valuation anomalies, corporate actions and market movements to ensure the integrity of daily valuations.◘ Prepared specialized client reports with the use of Microsoft Excel.◘ Showed an ability to handle pressure in a time-constrained environment, by meeting multiple daily client deadlines while still keeping a focus on accuracy.◘ One of the first analysts selected to adopt and establish best practices for a new cloud-based pricing platform that had undergone 3 years of development.

Hamilton, Ontario, Canada

◘ Provided customer-focused advice regarding WSIB related inquiries that helped direct clients to the appropriate departments. Improving the organization’s customer service flow and reputation.◘ Demonstrated analytical skills while processing legal documents to ensure they were up to current procedure standards to reduce future liabilities against the company.◘ Exhibited an ability to communicate effectively with employers when directing them on the proper ways of completing various legal documents, speeding up the process of categorizing files and documents as well as enhancing organization productivity.◘ Computer processed and organized documents within the company systems to ensure files were exactly where they are meant to be for future reference, leading to better customer service.