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City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Driven Trading Assistant with track record of success in operational support portfolio oversight and records management. Proficient fund manager with strong financial acumen and proactive resourceful mindset. Committed to top-tier performance in every action.
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- Assist senior trading staff by collecting and distributing vital data and documents.
- Process and complete international exchange trades.
- Analyze data to assess and confirm portfolio performance.
- Review daily information including derivatives and swaps.
- Resolve financial pricing and trade discrepancies.
- Confirmed and allocated daily trades.
- Reconciled internal and external reports with database system.
- Mediated and resolved all variances fails unconfirmed trades and mismatches.
- Complied quotes daily index deals and spreadsheet data for forecasting.
- Collected market data and presented to senior staff.
- Verified tickets amendment requests and changes made.
- Follow-up with staff and clients to answer and resolve issues promptly.
- Participated in strategy meetings and made several valued and effective recommendations.
Series 7 55 and 63 Licenses
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