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yyyyyy x. yyyyyy                                         

0000 xxxxxx xxxx , xxxx , xxxxx 00000

abc@xyz.com

(xxx-xxx-xxxx

career objective

trilingual financial analyst eager to contribute dynamic communication, negotiation, and relationship management skills toward supporting the employer in optimizing performance

profile

ø  offer more than 5 years of progressive experience in financial market research, economic analysis, investment and portfolio management, sales and marketing, and client relations

ø  effectively identify and capitalize on opportunities to penetrate and develop markets in highly competitive environments

ø  apply exceptional relationship management skills towards cultivating a diverse client base and far-reaching network of industry contacts resulting in referrals

ø  facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; demonstrated ability to anticipate client needs and resolve potential problems

ø  work closely with existing and prospective clients to provide personalized investment product recommendations; diligently perform policy reviews and oversee trades and the appropriate allocation of assets

ø  ensure compliance with all corporate policies and procedures as well as government laws and regulations

ø  sharp technical proficiencies including ms word, excel, corel, quickbooks, and turbo tax

ø  fully fluent in english, spanish, and italian; additional russian language skills

education

bachelor of science in finance, economics minor, baruch college cuny, new york, ny                                             2009

  • member, business enterprise club
  • team member, bmcc sife

 

~ professional licenses ~

series 7 ~ series 63

professional experience

math and economics tutor, borough of manhattan community college (bmcc), new york, ny                           2008 c 2009                                                                                                                                                                                                                                                                                                                                                

  • developed and conducted lesson plans covering introduction to finance, money and banking, financial management, and investments
  • provided additional practice and exam preparation assistance; worked closely with students to track performance and promote continual progress

                                      

equities day trader, star alliance trading capital llc, new york, ny                                                                 2007 c 2008

  • expertly researched and analyzed markets to identify opportunities to successfully  implement proprietary equities trading system
  • applied depth of knowledge towards training new personnel on stochastic, elliot wave, momentum, ticks, trin, and other trading principles and research techniques

 

financial advisor, gunnallen financial, new york, ny                                                                                        2006 c 2007                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

  • performed intensive market research and business development activities to grow customer base; utilized foreign language skills to reach target demographic groups
  • developed client support tool for market, investment, and strategic business decisions and designed charts examining operational performance and efficiency data by industry; conducted detailed financial analysis of corporate financial statements to establish normative profiles across 900 industries nationwide
  • substantially increased orders with the creation of a client-centered narrative financial summary report

 

trader / analyst, safe harbor fund partners llp, new york, ny                                                                         2005 c 2006

  • employed various strategies including short selling, arbitrage, derivatives and options trading, event-specific investing, and discounted securities investing
  • consistently achieved exceptional levels of performance and results

 

financial advisor assistant, edward jones, insert city, ny                                                                                 2004 c 2005             

  • supported financial advisor with security selection, sector allocation, and yield curve structure efforts; performed extensive eastern european market research and delivered educational seminars for the latino community
  • analyzed fixed income securities including bonds, convertibles, preferreds, treasury bills, commercial paper, inflationary treasury, and hybrid instruments; maintained detailed records on historical and current trends and successfully controlled risk

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