Securities Analyst Resume
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
