John Hemenway, Mba Email & Phone Number

United States

Massachusetts, United States

Trading:Execute equity strategy trades for Wrap, SMA, and dual-contract accounts using Moxy.Send UMA trade instructions and reconcile strategy position weights.Process tax harvesting requests and rebalance client accounts.Update client sector, industry, and ticker restrictions.Set up securities in Accounting System and import to OMS.Operations:Manage Wrap/dual-contract/SMA accounts, including composite management and Proxy Edge updates.Download and translate custodian files, reconciling accounts each morning.Track trades from execution to settlement.Utilize Excel for enhanced reporting, including pivot tables, V-Lookups, and IF statements.Conduct proxy voting for Global Value Advisors strategy.Marketing:Managed quarterly and monthly database updates (for a portion of time)Relabel accounts for easier data extraction.Assist with client reporting for consultants.Analysis:Monitored Green Energy names, updated findings in Bipsync.Input ESG data into MSCI and update PMs on rating changes.Wrote monthly and quarterly commentary using attribution reports.Provide ad hoc reporting for PMs and consultants.

Everett, Massachusetts

> Liaison between banks and brokers to ensure timely trade settlement > Prioritize high risk items to meet tight deadlines > Effective communication across global banking community> Accurate processing of trades and instruction entry for high value items including TBA wires

Everett, Massachusetts

> Developed new reports to capture failing trades while enhancing current reporting >Helped increase bi-lateral STP rate by 70%>Spear-headed initiative to re-start floorwide training>On-boarded new employees for the fixed income, bank-debt, and repo relationships> Restructured and led senior team meetings - helped generate more floorwide engagement > Creation of templates our team could use to send margin calls of bi-lateral repos and cash trades to the processing teams > Received recognition from our clients for response time and problem resolution

Everett, Ma

> Work on the Fixed Income relationship and Bank Debt team (Previously worked on the Foreign and Domestic Trade Ops team)> Help ensure timely settlement of fixed income trades; helped create a macro to speed up the process of monitoring the fixed income trades> Worked along-side teammates to help reduce morning cash variances by changing the procedure for applying principle and interest payments to term-loans> Process and ensure incoming/outgoing pairoff and TMPG claim wires were done correctly> Knowledge and processing of Tri-party repo's, maturities, and early maturities> Understanding of time deposit and maturity processing> Ensure timely responses to varieties of inquiries both internally and externally> Assist team members in determining and fixing cash breaks> Apply term-loan principle and interest payments from suspense to custody accounts> Created training for employees migrating to new system> Assisted with on-boarding of new employees> Took lead in helping develop new team initiatives

Andover, Ma

> Executed buys, sells, and exchanges of mutual funds for premier brokers and clients > Assisted in training new and existing employees> Understanding of financial markets and certain tax regulations regarding IRA's, individual, JTWROS, 529 Plans, Simple/SEP IRA's etc.> Achieved top 10% of employees numerous times> Delivered world class service

Rowley, Ma

> Created pivot table to show relationship between regional sales and times/days of orders> Found and corrected error in monthly sales report> Timely delivery of monthly sales report to regional director> Proactive outbound calling to find new sales leads> Won service awards several times> Training of new employees

Deland, Florida

> Helped manage school’s 3MM endowment fund > Elected by peers to be on the Trustee Board> Buy, sell, and hold side recommendations for equity and fixed income portfolios > Used top down analysis and forecasting models (Holt’s, Free cash flow, etc) to compute equity fair values

Bachelor Of Business Administration (Bba), Finance And Management Information Systems, 3.26

Activities and Societies: > Roland George Investment Program > HousefatherAs part of the Roland George Investment Program, our team.

Master Of Business Administration (Mba), Business Administration And Management, General, 4.0

Activities and Societies: Honor Society