Trading Assistant
CurrentSupport traders and portfolio managersManaging cash flow, compliance and dispersion rebalancesPrepared and analyzed TCA metricsOnboarded brokers, maintained approved broker list and assist managing commission
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@franklintempleton.ca
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Nickolas Passarella is listed as Trading Assistant at GQG Partners, a company with 75 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at franklintempleton.ca and a matched LinkedIn profile for Nickolas Passarella.
Nickolas Passarella previously worked as Trading Operations Associate at Gqg Partners and Portfolio Compliance Analyst at Franklin Templeton Investments. Nickolas Passarella holds Bachelor Of Science (Bs), Finance, General And International Business, 3.2/4.0 from Ithaca College.
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AeroLeads found 1 current-domain work email signal for Nickolas Passarella. Compare company email patterns before reaching out.
I am passionate about excelling and advancing my knowledge in the investment and value added side of business finance. My ambition and determination is what drives my success to navigate through my career path.
Listed skills include Financial Analysis, Hedge Funds, Football, Qualitative Research, and 5 others.
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Fort Lauderdale, Florida, United States
Support traders and portfolio managersManaging cash flow, compliance and dispersion rebalancesPrepared and analyzed TCA metricsOnboarded brokers, maintained approved broker list and assist managing commission
Fort Lauderdale, Florida, United States
Managed and updated comprehensive trading desk manualMaintained a daily trade blotter recap to track the life of a tradeRevamped the broker onboarding and due diligence process to alleviate multiple business units Developed a procedure to assist portfolio managers, traders and operations in managing unrealize gains/losses for EOY tax harvesting
Miami/Fort Lauderdale Area
Manage investment compliance oversight for 35 of Templeton's global small cap, foreign and emerging market strategies Assisted with pre and post trade compliance-related issues, regulations, account restrictions and risk limitsPre-cleared investments in IPOs, secondary offerings and restricted 144A transactionsCollaborate with portfolio management and.
Fort Lauderdale, Florida, United States
Conduct in-depth market research and analysis on several securities currently within a assigned portfolio. Monitor and process corporate action information within the internal trading and portfolio accounting systems. Solicit and instruct inquiries from custodian banks and portfolio managers. Train and cross-train in mandatory and discretionary corporate.
Ithaca College
Assisted in the overall management of a $120,000 (long-only) portfolio, through equity research, volatility metrics, and valuation. Evaluated portfolio holdings and discussed options for future holding. Successfully recommended purchase of Zimmer Holdings (ZMH) and sale of Novartis (NVS). Created forecasting models for companies based on historical data.
Other employees you can reach at gqgpartners.com. View company contacts for 75 employees →
Jesse Lindenberger-Schutz
Colleague at Gqg PartnersNew York, New York, United States, United States
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Amy Weiner
Colleague at Gqg PartnersNew York, New York, United States, United States
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Michael Koppel
Colleague at Gqg PartnersNew York City Metropolitan Area, United States
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Harsha Boppana
Colleague at Gqg PartnersHyderabad, Telangana, India, India
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Elisa Enns
Colleague at Gqg PartnersGreater Seattle Area, United States
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Ken Tooze
Colleague at Gqg PartnersGreater London, England, United Kingdom, United Kingdom
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Tara Dail
Colleague at Gqg PartnersTemecula, California, United States, United States
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Joseph Webb
Colleague at Gqg PartnersTacoma, Washington, United States, United States
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Ash Naidu, Cfa, Cima®
Colleague at Gqg PartnersGreater Sydney Area, Australia
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Elizabeth Colquitt
Colleague at Gqg PartnersNew York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Nickolas Passarella works for GQG Partners.
Nickolas Passarella is listed as Trading Assistant at GQG Partners.
AeroLeads has found 1 work email signal at @franklintempleton.ca for Nickolas Passarella at GQG Partners.
Nickolas Passarella is based in Fort Lauderdale, Florida, United States while working with GQG Partners.
Nickolas Passarella has worked for Gqg Partners, Franklin Templeton Investments, and Ithaca College.
Nickolas Passarella's colleagues at GQG Partners include Jesse Lindenberger-Schutz, Amy Weiner, Michael Koppel, Harsha Boppana, and Elisa Enns.
You can use AeroLeads to view verified contact signals for Nickolas Passarella at GQG Partners, including work email, phone, and LinkedIn data when available.
Nickolas Passarella holds Bachelor Of Science (Bs), Finance, General And International Business, 3.2/4.0 from Ithaca College.
Nickolas Passarella is listed with skills including Financial Analysis, Hedge Funds, Football, Qualitative Research, Powerpoint, Microsoft Excel, Leadership, and Thompson One.
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