Danielle Bloom Email & Phone Number

Tempe, Arizona, United States

- Effectively communicate with clients, counterparties, and internal control groups to provide front-to-back support for all OTC derivative trades for global fund administrators, acting as the key point of contact for both internal and external stakeholders. - Identify and resolve trade discrepancies between clients and counterparties, minimizing risks, and ensuring timely resolution of any issues that arise. - Ensure accuracy of upwards of 800 trades per week through meticulous… Show more - Effectively communicate with clients, counterparties, and internal control groups to provide front-to-back support for all OTC derivative trades for global fund administrators, acting as the key point of contact for both internal and external stakeholders. - Identify and resolve trade discrepancies between clients and counterparties, minimizing risks, and ensuring timely resolution of any issues that arise. - Ensure accuracy of upwards of 800 trades per week through meticulous attention to detail and thorough adherence to terms set by regulatory bodies and organizational guidelines. Show less

Greater St. Louis Area

-Managed 380 client portfolios, totaling $78 billion in derivative notional value, that utilized liability hedging or beta overlay strategies. Monitored each program daily, reviewed and implemented client direction letters in a timely manner, calculated required trades, and rebalanced each program at month-end. - Developed a deep understanding of credit and treasury markets while analyzing relative-value trades, portfolio performance, and trade allocation within the Fixed Income… Show more -Managed 380 client portfolios, totaling $78 billion in derivative notional value, that utilized liability hedging or beta overlay strategies. Monitored each program daily, reviewed and implemented client direction letters in a timely manner, calculated required trades, and rebalanced each program at month-end. - Developed a deep understanding of credit and treasury markets while analyzing relative-value trades, portfolio performance, and trade allocation within the Fixed Income Portfolio management department. Comprehensive familiarity with Bloomberg, Excel, VBA, Microsoft Suite with a basic understanding of SQL, Tableau, R, and FactSet.-Created and improved upon numerous tools in Excel to streamline day-to-day monitoring of all programs, trading processes, and transaction reconciliation procedures. -Spearheaded the development of the enterprise performance reporting system, coordinating with client service specialists to architect a comprehensive daily report that automatically calculates, publishes, and archives both portfolio and program-level performance. -Collaborated with traders and two other analysts to develop a daily report that summarizes the details of all trades needed for the day, their status in a customizable workflow, and a reconciliation component to ensure accurate execution. - Wrote monthly executive performance summaries on portfolio performance, distilling complex, technical information into clear, concise narratives. -Effectively prioritize my day to ensure results on short-term, time-sensitive initiatives while also advancing bigger-picture longer-term projects. Show less

Greater St. Louis Area

• Manage a $1.4 million equity portfolio formed from the university’s endowment with fourteen other selectively chosen students, focusing on the Consumer Staples sector. • Develop two extensive reports- first on designated sector and then on portfolio holdings within it- ultimately providing a recommendation to buy, sell, or hold these stocks. • Implement both qualitative and quantitative methods of analysis to support overarching investment thesis and recommendation such as SWOT… Show more • Manage a $1.4 million equity portfolio formed from the university’s endowment with fourteen other selectively chosen students, focusing on the Consumer Staples sector. • Develop two extensive reports- first on designated sector and then on portfolio holdings within it- ultimately providing a recommendation to buy, sell, or hold these stocks. • Implement both qualitative and quantitative methods of analysis to support overarching investment thesis and recommendation such as SWOT analysis, ratio analysis with an emphasis on DuPont analysis, DCF/DDM and multiples analysis, Damodaran’s Regression, and others. Show less

St Louis, Missouri, United States

Worked with two other hand-chosen students to represent SLU as we composed an equity research report on an assigned publicly-traded company and presented our findings and recommended investment action to a panel of judges. Collaborated with an assigned mentor from the investment realm and received hands-on mentoring and intensive training in financial analysis and financial modeling.

Greater St. Louis Area

• Cultivated leads using a customer-focused, needs-based approach to align their individualized needs with appropriate products and services. • Established and fostered customer relationships providing prompt and affable customer service.• Educated customers about insurance options available and addressed any questions regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

Greater St. Louis Area

• Analyzed financial statements for GCG’s various properties as well as dissected price valuations for appraisals of prospective properties. • Worked with their property management software to perform bookkeeping tasks such as bank reconciliations. • Created an official Facebook page integrating specific aspects of CGC's brand to improve promotion outreach as well as client interaction and communication.

Bachelor Of Science - Bs, Finance And Business Analytics, Finance Gpa: 4.00 Cumulative Gpa: 3.64, Dean'S List

Activities and Societies: Gamma Phi Beta, National Society of Leadership and Success

Honors Bachelor Of Science - Bs, Finance

Activities and Societies: Honors College, National Society of Leadership and Success, Zeta Tau Alpha, Women in Business, CEO Club