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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx / ( xxx-xxx-xxxx





Performance-driven Financial Analyst and Account Manager eager to contribute technical expertise as well as dynamic business development, client relations and administrative skills toward actively supporting the employer in maximizing results.


                                                    Key Qualifications                                                  


  • Flexible and focused with an excellent blend of organizational, decision-making, analytical, and communication skills.

         Reputation for prudence, resourcefulness, and the ability to quickly adapt to new technologies as well as initiate strategies and processes to reduce firm exposure.

         Technically astute with proficiency in numerous financial instruments, administrative procedures, and operations.

         Displays an impressive level of adaptability, ingenuity, integrity and client relations expertise.

         Superior multi-tasking and leadership abilities; gracefully balances competing demands.

         Self-directed and dependable; highly capable of working autonomously without supervision.  


                                              Professional Experience                                            


UBS Securities LLC, New York, NY, 2006 to 2008

Account Manager, Fixed Income Prime Brokerage Services (Hedge Funds)

         Electronically processed client trades and ensured all orders were booked and financed in accordance with respective trading platform (FIPB, ETD, FX).

         Displayed well-honed technical acumen in offering online reporting tool for customer accounts and processing requests through Radar.

         Verified account s leverage, cash availability, and trading impact on positions being bought/sold, and diligently followed up on outstanding calls encompassing NYSE, REG T, and House Calls.

         Set up prime broker accounts through seamless interaction with Onboarding, Credit and Legal units.

         Skillfully posted U.S. Equity trades, U.S. Equity Short Sells, and specific International Equity trades to accounts daily, and orchestrated efforts between brokers and clients on U.S. Equity Options.

         Explained and offered Credit Intermediation portfolio street take-on (CDS) to select clients.

         Supported IT in integrating rebate interest postings as billing component.

         Championed initiative to automate feed of equity trades executed electronically. 

         Streamlined and automated receipt and processing of clients fixed income trades, significantly enhancing departmental productivity.


Lehman Brothers Inc., New York, NY, 2003 to 2006

Senior Analyst, Fixed Income Sales Support

         Adeptly facilitated and supported Fixed Income Division Sales Desks with an emphasis on High Yield and High Grade Credit, Government Interest-Rate, Emerging Markets Debt, Structured Credit, Mortgages, and Municipals.

         Merged sound critical thinking abilities with troubleshooting talents to research and rectify open fails, post-trade date discrepancies, and unpaid money differences/SPO charges.

         Examined and validated trade details booked and completed customer trade allocations.

         Played a vital role in driving business growth by effectively establishing and developing existing and new client relationships and delivering quality service in opening new accounts.



Yyyyyy x. yyyyyy ~ Page 2 of 2


Professional Experience continued


         Leveraged strong communication skills to steer cohesive efforts between GSM and OPS Station Tech Support and optimize confirmation process.

         Partnered with IT to enhance electronic confirmation; key player in driving integration of additional features and participated in testing intra-day discrepancies. 


Lehman Brothers Inc., Jersey City, NJ, 2000 to 2003   

Analyst, FX Firm Balancing

         Accurately and expeditiously reconciled FX general ledger cash accounts for currencies spanning EUR, ZAR, SKK, CHF, GBP, and USD.

         Proficiently used INTELLITRACS system for case management as well as formal documentation and correspondence.

         Exercised outstanding problem solving abilities in investigating SWIFT inquiries regarding unidentified and/or missing funds.

         Used RISC mainframe system to administer manual journal entries for cases requiring adjustments.

         Exhibited exceptional versatility in performing reconciliation and research of all ADP Gloss cash account activity; processed related journal entries requiring adjustments utilizing ADP system featuring real-time clearing for security transactions.

         Discovered discrepancies within swaps by diligently analyzing breaks for 3+ months; converted findings to statistics and charts, explained results to management, and effectively reduced breaks and exposure.

         Teamed with Bank of America on improving SWIFT message types; resolved issue with receiving credit and debit cash confirmations having insufficient information.  


HSBC Securities Bank USA, New York, NY, 1998 to 2000

Analyst, Operations Control / Debt Reconciliation

         Reviewed, balanced and revised in-house automated cash reconciliation report. 

         Applied sharp attention to detail and accuracy in pairing off and netting debt instruments such as swaps, strips, notes, and bonds.

         Administered general ledger accounts, inputted daily fee charges via IMPACT system, and efficiently balanced and distributed open item reports to appropriate areas.

         Conducted daily inter-system reconciliation of bank s in-house trading portfolios.

         Effectively performed cash management functions such as processing wire payments and domestic book transfers.

         Successfully identified and led resolution of ongoing inter-system reconciliation discrepancies.


                                                Education & Licensure                                              


Bachelor of Arts Degree in Economics, Queens College, City University of New York, 1998


Certificate, Intensive Introduction to Brokerage Operations, New York Institute of Finance, 2000


Series 7, 63 Licenses


                                                     Computer Skills                                                    


Microsoft Excel and Word, GSSR, Intellitracs, RISC, ASAP, Merva, Infopac, MTS, TMS, ITS, GARM, GSM, Vertigo, GSS/MTG SS, OPS Workstation,/OASYS, ALERT, Tradeweb, Excalibur, Martini, ADP, Keylink, Jetweb, Account Workflow, Radar, Laredo

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