Robert Cocuzzo Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York City Metropolitan Area

New York, New York, United States

• Utilized proficiency in Microsoft Excel and VBA to automate daily tasks such as PnL reporting and position monitoring.• Performed daily reconciliation of transaction activity; worked with Counterparties and Prime Brokers to resolve trade breaks.• Allocated trades to specified funds and share-classes to hit target weights of Portfolio Manager based on calculated AUMs.• Created, executed, and analyzed reports for client updates and business-impacting strategies.• Spearheaded initiatives that further improved operational processes, such as the Portfolio Monitor and Option Tracker.• Monitored shorts and swap positions at all counterparties; instructed wires to receive/deliver cash to satisfy margin calls.• Managed AUM inputs in all systems daily; update to reflect day’s PnL and any subscriptions or redemptions from the fund.

Greater New York City Area

• Wrote SQL scripts to select relevant information from datasets supplied by vendors.• Interpreted data and analyzed results using statistical techniques to provide ongoing reports in the Financial and TMT space.• Acquired data from primary or secondary sources, and maintained databases and data systems with Microsoft Excel.• Ingested data in the form of CSV into the company database for preliminary testing and designing projects.

Greater New York City Area

• Worked with corporate development and strategy team to research potential acquisition targets.• Participated in weekly presentations by corporate representatives detailing newest available investment vehicles.

Greater New York City Area

• Analyzed, interpreted, and synthesized learnings from research sources, and drew actionable and executable conclusions for stakeholders.• Provided recommendations on how to maximize opportunities and investments based on research findings.• Designed questionnaires, discussion guides, and observation instruments to gather meaningful feedback from participants.• Clearly expressed ideas, results and recommendations, both orally and in writing, to peers and management.

Fordham University

• Utilized leadership and teamwork skills cooperating with other managers to set up equipment for daily practices and games. • Assisted coaching staff in daily and weekly operations such as film cutting, editing, and producing.

Elmsford, Ny

• Worked closely with analysts and financial planners to develop, structure, and monitor retirement portfolios. • Developed and executed a cold calling strategy to target prospective clients.• Used proficiency in Microsoft Excel to sort information such as split codes and quarterly commissions.• Attended meetings with clients to obtain further knowledge in the fields of financial planning and advising.

North Salem, Ny

• Grew my client base and increased revenue each year.• Managed a small group of co-workers to strategically plan and coordinate jobs.• Constructed and painted sheds and fences.• Mowed, edged, mulched, and trimmed property lines.

Bachelor Of Science - Bs, Finance, Economics, Global Business

Bachelor'S Degree, Finance, General

Education record

Activities and Societies: National Honor Society Treasurer, Varsity Basketball - Captain, Varsity Baseball, Varsity Cross Country.