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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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