Covered prime brokerage hedge fund clients across various strategies; credit, distressed credit, quantitative, multi-strategy, convertible arbitrage, and long/short equity Reconciled domestic/international equities, equity options, bonds, (muni, corps/converts) and corporate actions trade breaks between Geneva (front office books and records) and BPS (custody books and records)Collaborated with settlements, middle office, stock loan/securities lending, margin, and risk teamsRecognized and chosen to mentor Sales/Trading 2023 Summer Internship Recruiting Program

Responsible for operations related to global equities, equity options, and bonds (corps and converts)Created new revenue opportunity with top-tier client and featured/recognized in internal communications and by senior leadership, including the COO of BarclaysResponsible for daily trade processing of more than 30,000 trades across 19 global prime brokerage clientsSupported integration team to ensure successful onboarding of prime brokerage clientsResolved DTC fails with clients, settlements, corporate actions, buy-ins, and securities lendingBooked letter of authorization transfers on behalf of clients bookedTrained new joiners/offshore teams and created standard operational procedures for operations department

Part of global integrated equity middle office team within State Street Investment Management ServicesSet up and maintained settlement/place of safekeeping instructions in order management system to increase STP ratesEnsured correct SWIFT instructions were instructed correctly to custodians and clearing brokersProcessed and resolved high volumes of daily trade exceptions for international and domestic equitiesLearned about central clearing depositories, specifically DTC, CDS, CREST, Euroclear, and ClearstreamMaintained and oversaw client reporting inquiry systemMade recommendations for improvements to order management system and data reference depository/repository Go to point of contact/client service for global investment management clients; settlements team, equity traders, market makers, prime brokers, brokers, and custodiansTrained an overseas team on two legacy State Street clientsUtilized Microsoft Excel/Word, Bloomberg terminal, ICE database, order management system and DTCC OMGEO products/middleware: CTM, Oasys, TradeSuite, and ALERT

Provided comprehensive editing, proofreading and research for Country Fact Book seriesConceptualized an investment pitch deck PowerPoint and gained knowledge about the Chinese business environment

Researched and analyzed recent Chinese IPOs in the US and cross border mergers and acquisitions (M&A) sell-side deals involving global companies across various industries such as mining, logistics, and energyContributed to VSA Capital’s WeChat weekly finance and investment newsletterCreated and updated various investor M&A pitch decks for potential investors

Reinitiated club with new focus of educating students on personal finance, which included topics such as: personal budget development, student loans, and taxesSourced funding and managed logistics for organization hosted eventInvited First Financial Federal Credit Union to present to club members on various personal finance topicsInterviewed by one of Goucher’s school newspapers about event with credit union

Led Robo-Advisor intern project; responsible for common user concerns, user persona, user stories and also updated billing audits, entered/updated billing rates and updated information in SalesforceManaged Fiserv investment services clients through a transition to new a Product Trading PlatformScheduled demonstrations of new product and answered client inquiries via Microsoft OutlookEarned Envestnet Institute on Campus Asset and Wealth Management certificationCertificate covered:Introduction to the Investment Advisory IndustryBasics of InvestingThe Evolution of Managed Investment Solutions IndustryAdvisor Sales Process and Client InterviewBaby Boomer InvestingTechnology to Service and Support Managed SolutionsThe Unified Managed Household and What it Means to the Financial Advisory Business

Provided 13 articles on the Brooklyn Nets professional basketball team during my freshman year of collegeAnalyzed: Transactional moves, keys to games, free agency profiles and other related content

Authored blogs on 50 of 82 Brooklyn Nets basketball games to suggest performance patternsProvided written analysis on key matchups and team newsPromoted blog series via social media and maintained an average readership of approx. 300 readers per month