SENIOR REP Resume Boston, MA - Hire IT People

SUMMARY:

Ambitious 25-year-old with goals of achieving success in the investment industry and driven to become the greatest investor I can be
I’ve been interested in investing since my first introduction to it in my “Intro to Finance” in high school
In my spare time these are some of my favorite activities: reading (history, psychology, finance), spending time outside/in nature, chilling with family, going out with friends, watching sports/History channel, cooking/baking, working out Investment Process/Philosophy
Small/Microcap stocks are often overlooked due to their perceived high-risk nature and small size; however, I believe this leads to a frequent mispricing between the current and intrinsic value of a business
Process starts “bottom up”; first identifying a potential undervalued company using stock screener, secondly analyzing the company’s industry/competitors, and finally looking over current market conditions, credit cycle and economic trends. Another key aspect of analysis involves Michael Porter’s five forces of industry competition: bargaining power of suppliers and buyers, threat of substitute product/service and new entrants to the industry, as well as the current rivalry amongst existing competitors
What I look for: competitive advantage, stable/growing cashflow, high industry entry barriers/low exit, excellent employee relations with strong consumer focus
Result: Sharps Compliance - bought at $5.20, sold at $8.75, Return 51%
Small medical/pharmaceutical waste management company: mispriced due to CEO change, economic uncertainty End result was company being bought out by a private equity firm Successful due to above analysis of what I look for, perception from most investors was low, company was at an inflection point

PROFESSIONAL EXPERIENCE

SENIOR REP

Confidential (Boston, MA)

Responsibilities:

Worked on the fixed income trading floor under the VP of Fixed Income in two roles: systems and operations
In systems role - quickly and efficiently execute the setting up of a multitude of different fixed income investments (Treasury, Municipal, Corporate, etc..) that are purchased/sold by portfolio managers. While also fixing any data issues that arise after a security is setup (Ex: stale data, wrong price/state/obligor/etc.) Time management is critical due to the high volume of trades placed, time sensitivity of trades settling and large monetary value per trade (average end of day dollar value of bonds setup is in the millions).
In operations role - ensuring that the securities that are purchased by portfolio managers are received and that the ones they sell are delivered to the correct destination while also identifying and fixing any previously purchased securities that are failing. This requires constant communication with other parties and custodians (Ex: TD Bank, JPM, Bank of America, etc..) to ensure any issues are timely taken care of before the security reaches settlement date.
In this fast-paced role I was able to significantly improve my skills in time management, discipline, communication, ability to multi-task, and gain a more in-depth knowledge on fixed income securities and the financial market.
Applications frequently used: SQL, Bloomberg, Charles River, SEI, Vantage, LongView, Microsoft (Excel, Teams)

Bank Teller

Confidential (Dorchester, MA)

Responsibilities:

I helped customers with their daily cash/check transactions: depositing and withdrawing from accounts, transferring money between accounts, making payments (towards credit cards, loans, HELOC)
I identified and transitioned customers eligible for company offerings like credit cards to our relationship banker who would help customers sign up and get approved
Referred high value clients back to our financial consultant who would reach out and help with investments, 401k(s), etc.
Gained in-depth knowledge and understanding of banking procedures, policies, processes, and regulations

Financial Advising Intern

Confidential (Boston, MA)

Responsibilities:

Developed relationships with clients
Helped clients with retirement planning, investment guidance, Life/Health insurance and presented solutions to clients
Worked and trained under the Managing Director within his group of advisors

Gas/Propane Attendant

Confidential (Braintree, MA)

Responsibilities:

Being full service I help customers fill up with gas, diesel, or propane and offer to wash windows, check tire pressure or check oil all while being friendly and courteous
I also assisted checking customers out when they were paying and picking up their vehicles that got repaired
I helped train new workers getting familiar with company procedures, opening/closing the store, inventory check
I have received frequent compliments on my welcoming and helpful manner when dealing with customers over the years

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Senior Rep Resume

Boston, MA

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