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Driven Trading Assistant with track record of success in operational support, portfolio oversight, and records management. Proficient fund manager with strong financial acumen and proactive, resourceful mindset. Committed to top-tier performance in every action.
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Flint Capital 7/1/2009 to Current Trading Assistant
London
- Assist seniour trading staff by collecting and distributing vital data and documents.
- Process and complete international exchange trades.
- analyse data to assess and confirm portfolio performance.
- Review daily information including derivatives and swaps.
- Resolve financial, pricing, and trade discrepancies.
MVS 5/1/2006 to 7/1/2009 Trading Assistant
London
- Confirmed and allocated daily trades.
- Reconciled internal and external reports with database system.
- Mediated and resolved all variances, fails, unconfirmed trades, and mismatches.
- Complied quotes, daily index deals, and spreadsheet data for forecasting.
Audimon Investments 8/1/2003 to 4/1/2006 Trading Assistant
London
- Collected market data and presented to seniour staff.
- Verified tickets, amendment requests, and changes made.
- Follow-up with staff and clients to answer and resolve issues promptly.
- Participated in strategy meetings and made several valued and effective recommendations.
University of London 2003 Bachelor of Science: Finance London, England
Credentials
Series 7, 55, and 63 Licences