Nick Lemus, Cfa Email & Phone Number

San Clemente, Ca, Us

San Clemente, Ca, Us

United States

Costa Mesa, California, United States

Fixed Income trader focusing in investment grade securities.

San Clemente, California, United States

During my 13 years of playing lacrosse I had a few great coaches who helped shape me into the person I am today. Now that I'm done playing, I want to give back and try and be that coach for someone else. One of my favorite things I have done is create 'Player of the Day'. Everyday I pick a player who has demonstrated great effort and they get a sticker added to their helmet. I love this because I believe it is important to reward hard work because these actions lead to great long term results.

Los Angeles Metropolitan Area

As an analyst in the central finance team at MUFG, I am focused on telling the WHY behind the numbers that come in each month. Specifically, I am in charge of FTE (headcount) reporting as it is my responsibly to tell the story of which line of business is driving the change in headcount and the reasoning behind it.More recently I have had a large part in facilitating the $8 Billion sale of the Union Bank franchise to US Bank. Along with my manager, we have been tasked with managing all of the one-time expenses associated with the deal. As the point person, this opportunity has let me use all of the excel and powerpoint skills I have learned to create clear, concise reports that are easy for management to leverage in their decision making process.

Los Angeles, California, United States

Durning my time as an intern I had the chance to really push my excel and presentation skills to the max. The whole summer I worked on and improved a forecast backtesting model that was designed to expose which lines of business (Investment Banking, Transaction Banking, Ops & Tech, etc.) had the most and least accurate forecasts. Once a week I would present my latest model to my manager and our team as they would give me constructive criticism and ideas on how to improve. Overtime my model improved as I made it flexible and easy to understand so anybody could quickly see how accurate all the groups forecasts historically were.

Costa Mesa, Ca

At GPS, I sat on the trade desk and processed up to one billion dollars in fixed income trades every day using the blotter system in order to make sure the bonds were delivered to our clients properly. While at the desk I learned how to use a Bloomberg terminal as I eventually took over creating the credit book which was spread analysis on hundreds of companies across many sectors such as industrials, utilities, etc.I also built an excel model to calculate equity payroll that shortened the monthly task from five hours to just under one hour.

Orange County, California Area

I developed a new method to sticker inventory boxes by combining the bar code sticker and the style number sticker into one label, as it now takes half the time to stickers boxes bi-annually when new inventory arrives; turning a week long task into a few daysI also created a more efficient way to pack ties into boxes in which the neckties are stacked in an alternating order from head to tail which results in more ties per a box and overall saves space in the warehouse