Jay Close Email & Phone Number

United States

Greater Minneapolis-St. Paul Area

• Performed and reviewed large trades, margin issues and complex option orders in a fast pace environment. Coached, mentored, and served as resource for trading representatives.
• Rewarded for excelling in supporting colleagues in option trading, margin trading, and navigating systems.
• Excelled in option trade accuracy while exposed to most complex orders facilitated by product group. 0 trade errors for multiple years.
• Created resources and improved detailed procedures to fill gaps that had previously caused poor customer experiences.

Greater Minneapolis-St. Paul Area

• Quickly and accurately assisted clients with trades, product questions, and service needs in a fast paced business environment.
• Consistently outperformed peers in productivity and quality.
• Participated in quality service workshops, mentored junior representatives.

Greater Minneapolis-St. Paul Area

• Selected to manage a midcap equity fund, part of the university’s overall endowment. Covered Consumer Staples, provided fund performance analysis, recordkeeping, and developed the fund’s investment policy statement.
• Jumpstarted peer group by shadowing outgoing fund advisors and prioritizing transition projects.
• Facilitated discussions pertaining to building and amending the investment policy statement. Wrote the policy statement and assured the 12 member committee followed its provisions during portfolio management decisions.
• Analyzed and voted on all new investment ideas and all changes to current holdings.
• Represented fund at the annual investment committee meeting.

Answered inquiries regarding brokerage retirement products and operational policies. Reviewed tax implications of retirement account transactions.

Mba, Finance

Activities and Societies: Aristotle Fund:

B.S., Economics