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Securities Analyst Resume

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Columbia, MD

Objective: To obtain a challenging and rewarding position utilizing my past experiences, skills, and education that would aim to satisfy customers’ needs and corporate objectives.

Education: Bachelors in Business Administration.

Awards: Confidential Scholarship Recipient

Experience:

(Jan.07’-Present) Securities Analyst II, Confidential, Columbia, MD

  • Processed complex transactions or reconcilements relating to loan, security transactions, and payments.
  • Reconciled daily cash movements to system or bank activity
  • Processed, transmitted, and approved money movements associated with loan fundings or security payments
  • Reviewed transaction activity for propriety and adhering to established controls and procedures
  • Provided remittance and correction information to servicers
  • Monitored pool loans for non-compliance
  • Communicated information to investors
  • Evaluated servicer performance to ensure compliance with stated agreements
  • Researched and interpreted legal documents as issues arise with with loan accounting, collateral,
  • investor, or bond payments
  • Completed special projects as needed
  • Mentored new analysts on their general duties
  • Analyzed bond payments per Pooling and Servicing Agreement

(May 06’-Nov.06’) Treasury Accountant, Confidential, Baltimore, MD

  • Completed Bank Reconciliations
  • Reported sales and used tax for landlords
  • Performed invoice/revenue reporting review for client companies
  • Prepared journal entries and assisted in month end closings
  • Performed reconciliations on various accounts and prepared analysis
  • Processed, reconciled, and paid incoming invoices and check requests by scanning invoices, data entry,
  • running batch reports, posting, check selection, mailing checks, and filing paid bills
  • Verified daily deposits for clients
  • Served as a liaison between vendors and clients
  • Researched outstanding AR and AP issues
  • Provided quality customer service to internal and external customers

(July.02’-Feb.04’) Account Representative, Confidential, Lutherville, MD

  • Assisted Marketing Department in representing the Credit Union at on-site visits to SEGS
  • Cross-sold Credit Union products and services to members
  • Received and processed over the counter, ATM, and mail transactions
  • Opened accounts, shares, certificates, Line of Credits, Traditional and Roth IRA’s and pulled credit
  • reports
  • Answered questions regarding wide variety of members concerns and inquiries
  • Audited Traveler Check inventory
  • Assisted with balancing of ATMs
  • Prepared PowerPoint Presentation for branch meetings

(Jan.01’-Mar.01’) Trade Support Associate, Confidential, Owings Mills, MD

  • Reported trade executions to clients via Systematic Callback feature
  • Researched and collected account statements for information clients requested
  • Handled corrections on trades via a computer wire
  • Responded to tax requests of clients, lawyers, and IRS
  • Filed and maintained efficient resource room and fax area
  • Distributed data/time sensitive faxes and wires containing trading information to Associates in
  • department

Internships:

(Mar.00’-May 00’) Marketing Intern, Confidential, Towson, MD

  • Implemented target marketing to find effective ways to promote events
  • Contributed to the production of the Annual Report via information gathering and layout
  • Constructed a publicity report distributed to program sponsors
  • Prepared visual presentations for campaigns

(May 98 ‘-May 99’) Marketing Intern,Confidential, Hunt Valley, MD

  • Recommended solicitations from Periodicals (Maryland Contract Weekly)
  • Consulted with President and Vice President to discuss company’s capabilities versus job requirement
  • Composed list of Engineering and Architect firms for prospective business opportunities
  • Interacted with consultants to discuss projects
  • Customized resumes of different engineers to meet advertised job requirement
  • Prepared current and projected workload chart

Computer Skills:

  • Proficient with Microsoft Suite of Products (Word, Excel, Access, and PowerPoint)
  • Extensive experience with SPSS
  • Skilled at research on the Internet
  • Knowledge of Peachtree Accounting and Quickbooks

Personal Areas of Strength:

  • Industrial exposure in various areas of Business
  • Strong business administration fundamentals
  • Sharp analytical and problem solving background
  • Fast learner with ability to grasp and comprehend quickly
  • Strong interpersonal and communication skills

Foreign Language Skills: Fluent in Hindi

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