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Yyyyyy x. yyyyyy
4607 Timberglen Rd Apt 2736 | Xxxxxx, XXXXXX xxxxxx | (xxx-xxx-xxxx | abc@xyz.com
Dynamic, articulate and ambitious Financial Analyst Candidate with broad based financial acumen, project management and process improvement skills, eager to integrate solid analytical, time management and communication skills toward supporting the objectives of a progressive financial industry employer.
Core competencies include:
Technical Savvy/MS Office/IDC/Bloomberg
Strong Leadership and Collaboration Skills
Interpret Analytical and Quantitative Data
Research Investment Ideas/Products
Understand Competitive Landscape
Align Business Positioning
Financial Statement Analysis
Fixed Income & Equity Valuation
Capital Budgeting Processes
Perform Real Estate Investment Analysis
Motivation/Strong Work Ethic
Exceptional Problem Solving Skills
Professional History
2007 to Present: Markit WSO (formerly JP Morgan Chase) - Investment Operations Analyst
Leverage superior understanding of Wall Street Office Software applications and functionality to perform portfolio management services; process a high volume of activity in Bonds, Loans, Equities and a variety of structured products.
Analyze credit agreements, addendums and covenants to ensure adherence to compliance requirements, review SEC filings including 10-K, 10-Q, and 8-K to reconcile with amended and restated debt terms.
Perform trade settlements within CDOs and other fund structures, and effectively research and reconcile investor cash ledgers.
Apply exceptional analytical skills to review events of default situations, and contribute suggestions toward restructuring positive bank deals in capital structures.
Communicate with clients to resolve inquires related to commercial issuers and underlying asset issues; interact with Portfolio Managers, Agent, Trustee, and Internal Units to provide exceptional customer service.
Leverage a deep and rich understanding of security characteristics and market dynamics to contribute to successful engagement.
2005 to 2007: Gaylord Hotels and Convention Center - Guest Services Agent
Ensured that the highest levels of guest services standards were in place at all times; managed rooms control database for 1500 room resort, resolved escalated customer service issues, and received recognition for providing excellent guest services.
Applied strong analytical skills to review historical occupancy data and prepare accurate forecasts for future reservation trends.
Education and Professional Development
University of North Xxxxxx Denton, XXXXXX - Bachelor of Science, Economics with a minor in Finance
2010: CFA Level II Candidate
Loan Market Dynamics / CLO and CDO Funds / Swaps and Derivatives
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