Michael Doto Email & Phone Number

New York, United States

New York, United States

Princeton, New Jersey, United States

• Managed and trained a newly hired team of 10 vendors that reviewed the Bloomberg active bond universe of 300,000 securities to fix errors and inconsistencies across over 150 unique data points resulting in correcting over 30,000 securities • Developed over 50 frontend rules deployed on Terminal to prevent inconsistent and incorrect data by comparing expected values derived from market conventions to populated data, leading to a 10% decrease in errors• Operated as the global market expert on regulatory capital to facilitate conversations with clients resulting in 10 enhanced data capture procedures and 5 new data points surrounding Basel III, TLAC, and Bail-in • Drove cross department collaborations with internal stakeholders to create new data workflows around redemption features and company designations which brought in over $100,000 in additional revenue

• Worked with Terminal clients from around the globe to resolve over 2,500 queries ranging the fixed income spectrum from the pricing of securities, to Terminal functionality, to bond terminology and concepts • Communicated with governments, Buy-side, and Sell-side firms in a fast paced environment to price and setup various financial instruments including bonds, Money Markets, Preferreds, and Treasurys allowing for rapid dissemination of financial information

San Francisco Bay Area

• Worked as a financial analyst on a team of 10 professionals, managing approximately $4 billion in assets for 90 ultrahigh-net-worth families• Collaborated with a team to create well-diversified portfolios to balance the risk and return preferences of clients, while also minimizing tax implications• Performed quarterly and yearly reviews detailing risk metrics, asset-class weightings, and performance numbers to provide clients a holistic view of their portfolios• Corresponded with various divisions within Goldman Sachs to gather information and create materials on specific topics, including equity research papers, options investment strategies, and tactical portfolio positioning

Greater Philadelphia Area

• Completed all facets of tax returns, including 1041s, 1041Gs, 1099s, and state filings for high-wealth trust funds• Consistently worked 80-hour weeks to fulfill high-pressure deadlines set by the IRS• Corresponded with Wells Fargo and BNY Mellon to relay information necessary for the completion of clients’ tax returns• Used Excel to create NAI, TAI, and apportionment calculations to determine the amount to be distributed to beneficiaries based on different factors surrounding a trust

Hammonton, Nj

• Completed monthly, quarterly, and yearly closes, including depreciation schedules, prepaid schedules, account reconciliations, and income taxes for four SJI subsidiaries• Organized and summarized large amounts of gas-supply-line information through pivot tables and V-Lookups to send out daily credit reports to risk management• Completed monthly bank reconciliations for 40 SJI subsidiaries by compiling monthly activities with outstanding checks and comparing the total to the banks’ statements• Research and document financial fluctuations through the use of the general ledger system for senior management review on a monthly and quarterly basis• Prepared closing packages for four separate subsidiaries of South Jersey Industries (South Jersey Energy Solutions, Energy & Minerals, South Jersey Fuel, R&T Group)

Garfield, Nj

• Stocked Shelves, Greeted customers, and Recorded inventory