Institutional Sales Assistant RESUME MA - Hire IT People

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EXPERIENCE:

Confidential,MA
Institutional Sales Assistant ,April 2011 – February 2012

Conducted attribution analyses on accounts ranging in size from $25mm to $500mm and then communicated these results to clients both verbally and in writing, our reasoning for outperforming or underperforming due to the client portfolio’s sector, credit quality and duration allocations
Made successful outbound calls to source leads and strengthen established relationships for a $7B institutional investment manager by engaging Research Analysts, CIO’s, CFO’s, Treasurers and various sector specialists
Led coverage of Regional UHNW Specialists nationwide at major wirehouses
Coordinated with internal Portfolio Managers, Analysts and Traders prior to sales calls in order to cater the conversation to a prospect’s unique investment strategy and concerns
Key contributor to weekly collaborations with management and senior sales members where we analyzed capital market movements and concluded how to best position Mergansers’ strategies in order to capture client wallet share
Independently created complex marketing materials alongside analysts by analyzing and translating data from proprietary reporting programs as well as Bloomberg and Barclays Point
Managed CRM portals and resolved issues with both internal and client operations teams

Confidential,Baltimore, MD
Analyst Intern, September 2009 – February 2010

Dissected 10K and 10Q financial statements of publicly traded banks alongside equity analysts to understand loan and securities portfolio composition to model MTBIA’s competitive landscape for a $500mm mandate from a municipality
Produced benchmark index reports of trailing total returns for various asset classes to provide asset allocation specialists ($15B AUA) with insight into capital market movements in order to evaluate external and internal fund managers
Created pricing models that were used by the sales team for investment advisory products, specifically separately managed institutional strategies
Worked with team members to create investment management, custody, asset allocation and employee benefits presentations for potential clients

Confidential,Boston, , Wealth Management ,June 2008 – August 2008

Consulted prospective and existing clients to familiarize them with the team’s offerings
Researched various stocks, bonds, and alternative investments to aid in the security selection process for client portfolios

Education:
Graduated – 2011
B.A. Economics, Concentration: Finance

Training The Street Financial Modeler
Sergeant at Arms, Delta Tau Delta Fraternity
Violence Intervention Assistant, University of Maryland
Volunteer as a counselor to victims of sexual assault

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Institutional Sales Assistant Resume

MA

EXPERIENCE:

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