Jack Ruhland, Mba Email & Phone Number

Minneapolis, MN, US

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

Greater Minneapolis-St. Paul Area

• Assist in managing the Domestic Fixed Income & Equity reporting team - ensure reporting deliverables are sent out according to client mandates and SLAs, maintain data & compliance integrity, & ensure client needs are.
• On-board new client accounts & reporting requirements into respective systems to ensure operational readiness & success once complete.
• Help lead all department initiatives, projects and testing to gain efficiencies & minimize risk.

Minneapolis, MN

• Coordinate the Institutional client facing process of client reporting.
• Work closely with Portfolio & Relationship Managers to create the end client report deliverable.
• Part of the Fixed Income team with a focus on Investment Grade Credit & High Yield client accounts.
• Gather data from multiple sources across various internal and external business teams, evaluate and determine if the data is accurate, and then produce the final client report package.
• Reconcile the assets of accounts, using strong accounting skills to ensure the client receives a precise representation of their account assets, holdings and performance.
• Accountable for issue identification, root cause analysis and recommending and executing viable solutions.

St. Cloud, Minnesota

• Supported the Fixed Income Securities Trading Dept. & Brokers with trade execution, follow-up and admin.
• Ensured that all daily trades were entered into required trading systems (Broadridge, NetX360, etc.)
• Validated trades, reviewed trade blotters & reported info on a daily basis. Ran reports utilizing MS Excel.
• Trade Balancing and Reconciliation to ensure there were no errors with the trades or accounts.
• Worked to make sure the trades settled properly with the correct clients and parties involved.
• Familiarity with adherence to regulatory standards and reporting environment.

St. Cloud, Minnesota Area

• Managed accounts of high credit risk customers using Oracle financial database; Portfolio exceeded $30 million.
• Displayed excellent customer service skills speaking with customers on a daily basis.
• Set up payment plans with customers & call to collect when delinquent. Continuously a top performer.
• Individually reduced accounts receivables by anywhere from $5,000-$20,000 on a daily basis.

Eden Valley, MN

Executed business documentsOrganized and created filesPrepared InvoicesDocument yearly financials in Profit Loss Statement using QuickBooks

Master Of Business Administration (M.B.A.), Economics Emphasis, Gpa: 3.50

Bachelor Of Science, Finance

Activities and Societies: Investment ClubWorked 20+ hours per week while in school full time