Portfolio Analyst Resume

TECHNICAL SKILLS:

Tools: JavaScript ES5/6, HTML, CSS, Sass, jQuery, Node.js, Express.js, MongoDB, React.js, Redux, Various NPMPackages, MySQL, Sequelize ORM, Lodash, AJAX and JSON, RESTful API, State Management, Responsive Design, Bootstrap, Heroku, Security / Storage, User Authentication, Command Line Interface, Trello, Testing using Mocha and Chai, ASP.NET, C#

Topics Covered: Database Theory, API’s, Agile Methodologies, Presentation Skills, Research Methods, System Administration, Quality Assurance Testing, Social Coding Best Practices, Project Management

Hoopla: Web and mobile NBA application giving users a platform to check lives scores, research team history, and participate in trending conversations. Developed using JS, Bootstrap, Sports Score API, Twitter API, Wikipedia API

Weekend Hiker: Web and mobile application for weekend hiking adventures using pre - selected trails and a social media platform to plan and communicate with other users. Developed using Google Maps API, Node.js, Socket IO, MySQL

Brew Crew: A mobile application dedicated to recommending satisfactory bars for all members of a party based off their user preferences. Developed using React.js, React Native, Google Places API, Google Maps API, Cronofy, Socket IO, Node.js, MongoDB

PROFESSIONAL EXPERIENCE:

Confidential Houston, TX

Portfolio Analyst

Responsibilities:

Provide direct support for 9 trade & fixed income and 4 multi - currency portfolios; perform daily review and delivery of cash flow activities per client, fund transfers, trade clearances and reconciling these transactions into Wall Street Office System.
Communicating with clients and agent banks to clear any cash flow discrepancies and assisting management with decision making for trade positions and maintaining financial models to track client investment portfolios and creating investor reports.

Confidential

New York, NY

Investment Banking Summer Analyst

Responsibilities:

Performed company valuations utilizing (i) comparable company analysis (ii) precedent transactions analysis (iii) discounted cash flow (DCF) analysis and multiple investment projects to measure annual, revenue projections and IRR. Built fully integrated financial statements projection models, LBO model, Accretion/Dilution merger models.
Including ability to run operational and capital structure sensitivities within the models and data tables for sensitivity analysis. Researched venture capital investors, created investment proposals materials to raise capital for projects in energy, media/tech, and healthcare in emerging markets.

Confidential

Houston, TX

Analyst

Responsibilities:

Consulted clients in Banking, Telecomm and Healthcare with state / local tax controversies, which included preparing clients for discussions with auditors and appeal hearings and working with underwriters in preparing valuation and appraisal documentation.
Analyst (Financial Reporting & Analysis)Worked on the preparation, review and filing of interim and annual financial statements with the SEC (Form 10 - K, 10-Q, 8-K), coded and reviewed the XBRL conversation of these SEC filings for publishing to the SEC Website.

We provide IT Staff Augmentation Services!

We'd love your feedback!

Resume Categories

Client Services

Job Seekers

Visa Sponsorship