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Financial Institutions Group - Coverage of Broker Dealers, Exchanges, Insurance Brokers, & Asset Management

Rotated through three different sales and trading desks: Equity Derivatives, Structured Finance and Trading, and Global RatesShadowed traders and sales force and gained a firm understanding of the respective products and the line of business conductedPrepared trade pitch presentations for each respective group by utilizing the knowledge and skills learned from shadowing as well as the research and dynamic strategist groups within the bankBuilt innovative models:… Show more Rotated through three different sales and trading desks: Equity Derivatives, Structured Finance and Trading, and Global RatesShadowed traders and sales force and gained a firm understanding of the respective products and the line of business conductedPrepared trade pitch presentations for each respective group by utilizing the knowledge and skills learned from shadowing as well as the research and dynamic strategist groups within the bankBuilt innovative models: delta–adjusting for equity options (Equity Derivatives), long-dated delta-one trades and box spreads (Structured Finance and Trading), interest rate swaps and duration-weighted trades (Global Rates) Show less

Prepare Mid-year reports for clients based on the performance of their portfolios in the first two quartersUtilize internal and public research to pitch investments to Financial Advisors for clients' specific goalsMonitor the macroeconomic environment and understand how it may affect specific clients' portfolio allocationsAddress client inquiries regarding their accounts including: litigations, wire transfers, and estate valuations

Researched and updated quarterly economic indicator reports under the supervision of the DirectorAnalyzed company financial statements and valuation ratios to evaluate the financial health of a firm