Mandy Xu-Joyce Email & Phone Number

Chicago, Illinois, US

• Monitored and handled equity and bond trade match and settlement with daily trading volume over 3500 trades
• Communicated with brokers and custodians about unmatched and failing trades
• Built and maintained good relationship with 3 investment managers with over 90 billion in managed assets, reporting daily trade status and replying to inquiries
• Set up and updated broker, custody and fund account information in our trading system
• Training new hires on our team in Northern Trust’s trading procedures

Chicago, Illinois, US

• Update client information by researching account files and communicating with administrators.
• Process escheatment transactions and ensure proper handling of client funds.

Chicago, IL, US

• Communicated with other finance organizations to market a CFA event to 2,000 additional potential attendees.
• Coordinated study groups for 55 2013 Level II candidates, based on their time and location preferences.

Deerfield, IL, US

• Researched rules and regulations within states licensing jurisdiction affecting the operations of company units and facilities.
• Conducted initial applications or renewals of pharmacy, DEA, business and other licenses required for the operation of the business, communicating with Service Provider and government to ensure the requirements were met.

Chicago, IL, US

• Researched and analyzed economic and market data for FY13 Budget.
• Analyzed financial data from financial statements and databases, benchmarking operational and financial performance against peer companies.
• Developed new VBA code for overtime report, dramatically speeding the process.
• Prepared monthly financial performance report and compared to prior year performance and budget.

• Analyzed total family income tax to determine client eligibility.

Berlin, DE

• Built and maintained good relationship with four important clients, enhancing the company’s reputation.
• Researched global trade policies and made recommendations to manager, resulting in savings of $5,000.
• Initiated new process for sample importation, resulting in a faster, more effective system.
• Developed monthly import plans by analyzing sales and target data, reducing product waste by $13,000.

Berlin, DE

• Analyzed changes in sales, completing sales reports with PowerPoint for management.
• Measured profit and loss, and updated national sales database.
• Identified contents for digital magazine, incorporating product knowledge and sales techniques useful for sales presentations.

Chicago, Illinois, US

• Assisted manager with the direct marketing plan
• Contacted and worked with other units to conduct promotion activity

Professional Certificate, Investments And Securities

Master, Finance

Bachelor Of Art, Economics