Corporate & Investment BankGlobal Treasury Sales Manager

Treasury Sales ManagerFinancial Institutions Group

Treasury Services Sales Associate.Financial Institutions Group - Insurance and Healthcare

Chief Investment Office Finance Analyst•Supported CIO Equities traders in all aspects of trade flow and P&L/risk generation and reporting•Maintained spreadsheets generating positions/prices/rates for CIO repo trader; ensuring proper management of government and agency bond positions•Prepared daily liquidity reports for Corporate Treasury showing unencumbered positions available for financing and positions already financed•Worked with traders and technology to identify systems improvements. Performed UAT to ensure accurate implementation•Ensured proper trade flow and trade capture between various Equity, FX, Swap systems

Prime Brokerage Finance Analyst•Prepared reports and presentations analyzing the business’s performance for senior management meetings •Performed industry and competitor analysis: analyzing hedge fund trends, the industry’s fee pool, and 8 critical competitors•Helped in the launch of a new client servicing platform, developing a CRM template (on SalesForce) to track relevant metrics•Conducted client analysis by tracking the business’s 500+ clients as well as their balances, revenues, and capital flows•Provided support on many other ad hoc COO-type responsibilities including, real estate planning, expense analysis, headcount analysis, fee pool projections, revenue planning

Prime Brokerage Finance Analyst•Prepared spread amounts for fixed income P&L Reporting•Performed international financing bp calculations concerning fixed income clients for billing purposes•Prepared “Top Client Reports” displaying critical information such as average revenue generated per transaction on a client by client basis•Analyzed client activity and researched discrepancies in established trading patterns, informing management of changing trends in client activity

• Maintained high quality information presented on the Bullrun software• Analyzed customer portfolios for valuation and determined necessary updates• Ran portfolio returns to ensure alignment with clients’ numbers• Compared Bullrun’s security pricing with that of Bloomberg’s