Julia Rasweiler Email & Phone Number

New York, Ny, Us

New York, New York, United States

As an Equity Derivatives Financial Analyst in the CFO organization, I specialize in substantiating and analyzing Profit & Loss (P&L) for trading desks, ensuring accurate reflection of market movements and risk positioning. My role involves reconciling balance sheets for key business units, providing strategic commentary to senior management, and performing independent price verification for international options desks, ensuring traders’ marks align with market consensus.I excel in global coordination, ensuring our teams consistently meet supervisory review processes and regulatory guidelines. Additionally, I focus on enhancing team workflow and productivity by streamlining operational expenditure (OpEx) initiatives, driving efficiency and fostering a culture of continuous improvement.My expertise lies in combining deep analytical skills with a commitment to accuracy and regulatory compliance, making me a valuable asset to any financial institution focused on equity derivatives and related financial instruments.

New York, New York, United States

Two-year analyst program within CFO Organization consisting of two rotations: 1. Global Expense Management - Global Banking and Markets2. Equity Derivatives Finance

New York, New York, United States

During the internship, I supported the US Credit team by assisting with detailed analysis of balance sheet and profit and loss (P&L) movements to ensure financial tracking compliance. Additionally, I was responsible for highlighting and communicating aging inventory with traders to enhance inventory management control. I participated in networking sessions with employees across the organization to deepen my understanding of various banking operations. Upon completion of the internship, I delivered final presentation to senior management to illustrate key findings and perceived impacts made.

New York, New York, United States

Throughout the duration of internship, I conducted research and refined data for Private Placement Memorandums (PPMs), fund pitchbooks, and presentations. To support client due diligence efforts, I leveraged Salesforce to manage and improve client data. Additionally, I took part in “Lunch and Learn” sessions to expand my knowledge of the firm and overall operations. At the conclusion of the internship, I presented my key findings and the impact of my contributions to the team.

Arlington, Virginia

During my internship, I analyzed and successfully migrated data into the firm’s new accounting system ensuring smooth transition in preparation for the monthly close process. I collaborated and gathered feedback from internal stakeholders to assess the strengths and weaknesses of the firm's travel agency. At the conclusion of the internship, I delivered final presentation to the CFO, Finance, and Operations teams, highlighting improvements made to the accounting logging process and their impact on operational efficiency.

Bachelor'S Degree, Finance And Business Analytics

Education record