Evan Grimes Email and Phone Number

Enterprise Sales & Account Manager covering institutions across New York City, Pennsylvania, Missouri, and Kansas.

Financial Product Analytics and Sales Program- Equity Advanced Specialist - BQL Specialist- Charting & Technical Analysis Specialist- Bloomberg for Education Team- Bloomberg Launchpad Contact

Leading a student-run team organization while arranging contracts and payments for officials, vendors, and travel accommodations.Point of Contact for the Club Sports Department and ensure we are in good standing as a campus organization.Managed the team of executive officers, organized practice and game schedules, worked with other universities to arrange game logistics.Controlled annual team budget, recorded a ledger, executed all financial transactions, and forecasted yearly expenses.Improved club’s financial standing by meeting Allocation Tier Requirements, which ultimately raised our club's allocation funding from the PSU Club Sports Department. (Seminars, Community Service, Leadership Series Meetings).4 years of participation in fundraising efforts for THON such as leading the 2019 THON Explorers Program, to share the game of lacrosse with THON Children and their families / $39,000 raised for pediatric cancer treatment in 2017.

Corporate Investment Bank | Finance Controls Office | Quality Assurance Team- Conducted Quality Assurance reviews to mitigate external reporting errors and improve internal processes- Structured Excel templates for sampling, analyzed external reports, and tested key data elements- Led meetings to update managers, contacted global teams to retrieve data, and reported findings through remediation plans- Developed automation procedure using Bloomberg Terminal to speed data checks within the Data Integrity Program

- Summer Intern for Deutsche Zentral Bank as a Group Treasury intern at the New York Branch- 2nd largest bank in Germany with EUR 500 billion of assets- Learned about asset liability management, money markets, interest rate derivatives, and bond portfolio management- Used Bloomberg to price fixed income instruments including corporate bonds, credit derivatives (CDs), asset backed securities (ABS), and mortgage backed securities (MBS)- Employed Bloomberg PORT function to run portfolio analytics including VAR metrics and Scenario Analysis- Internship Program included research readings on the following topics: ABS, RMBS, CMBS, Corporate Bonds, Credit Derivatives, Leveraged Loans, Equities, Credit Risk & Risk Management, Portfolio Management, Interest Rate Derivatives, and Asset and Liability Management- Designed spreadsheets that utilized Bloomberg BDP and BDH API’s to import real-time and historical data for equity and bond prices and fundamental company data- Developed and delivered a final presentation to the Internship Group that covered the creation of equity portfolios using a factor framework with varying allocations to value, growth, momentum, quality, and volatility equity factors- Received certificate from Bloomberg L.P. in Bloomberg Market Concepts (BMC), which included training in fixed income, equity, commodities, currencies, and economic indications.

- Facilitated restaurant operations and tended to patrons in a friendly, timely, and neat manner- Accurately processed orders, managed hundreds of guests, and memorized food and drink menus to work more efficiently- Ability to quickly multi-task, problem solve, and work as a team player

- Acquired viticulture management skills through overseeing the growth of grape-bearing vines and actively working in farming tasks including thinning, canopy management, and harvesting- Managed crews of workers at numerous vineyards in Southeastern Pennsylvania while constructing client invoices and structuring employee payouts- Focused on providing quality work to clients with strong attention to detail at an efficient pace

- Worked directly for local attorney by traveling to various Chester County courthouses to retrieve docket sheet information- Developed and managed Excel spreadsheets for docket work while learning about civil and criminal law