OBJECTIVE
In search of a challenging position in a technology company or finance company that will further my growth and skills.
Titles: Sales Assistant, Portfolio Assistant, Junior DBA, Web Analyst, Back office Admin etc
EXPERIENCE
Citigroup Investment Research, San Francisco, CA
Equity Research Assistant; November 2005 - February 2006
Left due to Analysts leaving the firm.
-Assisted a team of seven analysts which include three associates, two VPs and a high profile Managing Director covering companies in the technology sector.
-Managed, revised, updated of client contacts using the Customer Service Management software.
-Reviewed financial filings and other sources to gather and analyze data. Worked closely with analysts and made substantial contribution during coverage initiation, industry outlook change and quarterly earnings releases.
-Created and maintenance of Excel spreadsheets, financial models of top companies used for reports and collation of relevant data based on analyst needs.
-Assisted team with editing research reports, note taking on specific company conference calls, marketing materials for client presentations, conference planning, due diligence on companies and other projects as needed.
Advent Software, San Francisco, CA
Interface Manager; May 2005 December 2005
-Coordinated with the development groups to ensure effective implementation and resolution of escalated product issues.
-Developed, evaluated and defined project goals, detailing project plans by identifying resources, work duration and budget.
-Managed relationships with assigned custodians and clients to resolve data issues, maintaining client interfaces and add/delete portfolio accounts.
-Reviewed tier 2 escalated issues daily on Onyx ticketing system and distributed issues based on a standard protocol to assigned project managers. Resolved any issues pertaining to my position before going to appropriate tier levels.
-Reviewed data exchange tickets on 24/7 basis pertaining to problems of assigned custodial data issues. Escalated issues to appropriate representative or coordinated with data team, relevant managers, partner and client for resolution.
-Supported clients with their special requests, back office operations inquiries and financial data issues (types of asset classes, trade blotter, securities, positions and transactions) on the Axys platform.
-Currently coordinated with associated departments to streamline workflow issues to effectively increase sales and meet client service goals.
Banc of America Securities LLC, San Francisco, CA
Contractor; August 2004 May 2005
-Supported the Director of Marketing with travel planning, schedule of meetings, expense reports and projects as needed.
-Analyzed and reported quarterly usage information for external/internal online web usage using complex statistics, graphs and formulas.
-Created internal web environment for the Equity Research Department and associates within the institution.
-Developed comprehensive flowchart in coordination with the conference team, debt/equity planners and marketing team which streamlined workflow and reduced project turnaround time for events and web related collateral.
-Worked alongside team with 34th Annual Investment Banking Conference QA of webcasts & revised equity/debt investor webcast conference guides.
-Assisted senior management of Equity Research, Sales and Trading, Prime Brokerage with high level projects, documents, spreadsheets and PowerPoint presentations.
EDUCATION
San Francisco State University, San Francisco, CA
B.A., Business Economics; Minor in Business Administration. January 2005
SKILLS
-Skills: Project Management, Accounting, Forecasting, Financial Modeling, Financial Analysis, Securities Analysis, Financial Statement, Equities Analysis, Marketing, 5 years Customer Service Experience
-Financial Programs: Advent Axys, Advent Moxy, Bloomberg, Firstcall
-Operating Systems: Windows 98-XP, CE, NT, MacOS v.7.x X 10.3
Microsoft Software: Word, Excel, PowerPoint, Outlook, Project, Access, Visio, Exchange, FrontPage
-Other Software: ACT, FileMaker Pro, PC Anywhere, QuickBooks, Quicken, Adobe Photoshop, Homesite, Quarkxpress, Dreamweaver, SQL, SAP, Oracle, Siebel (CSM), Onyx
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