To excel in all tasks while demonstrating proven quantitative and communication skills at your company.

 

Genworth Financial Wealth Management, Inc., Pleasant Hill, CA                            July 2008 – Present  

   Billing Analyst, Operations 

• Results oriented led to trading a high volume of in-house trades and communicating daily progress to the Director of Portfolio Services – normally requiring 18 months experience

• Analyze and validate daily / monthly trade reports using advanced MS Excel functions, pivot table and v-look up, in order to streamline over 5,000 trades to reconcile monthly billing cycle of $10 million

• Initiated supplementary risk measures to address trading inconsistency for client accounts

• Collaborate with IT unit to execute trade automation system on MS Access and summarize results
• Responsible for researching client transactions and reporting discrepancies to other departments

 

Merrill Lynch & Co., Stockton, CA                                                                                  Winter 2007

Analyst, Global Wealth Management

• Conducted Monte Carlo simulations – statistical analysis – on a client portfolio of $7 million in assets
•  Mastered a new in-house forecasting program for high-net-worth clients
•  Presented and communicated details on program functions to Wealth Manager, Vice President and offered   suggestions to vendor in New Jersey to improve overall functionality
•  Efficiently utilized vendor database to streamline client information, completed task 25 percent faster

California State University, East Bay, Hayward, CA                                                                    2003 - 2008

June 2008, Bachelor of Science, Business Administration:

      Major: Finance,  Minor: Statistics

• Graduate Modeling using Excel

• Data Analysis using SAS      
•  Bayesian Analysis using R   
• Regression Analysis using SAS  

Shree Kshatriya Mitra Mandal of California, Modesto, CA                                                 2007 - Present  

Secretary & Editor, Non-profit community organization representing 700+ members

• Passionately defended the average contribution relative to the wealthy in front of all its members and part of a committee, which raised the highest total donation – over $27,000         

• Contributed in persuading members to establish an inaugural scholarship fund
• Revamped bare-boned quarterly newsletter and expanded information to further strengthen community
• Promoted from assistant secretary to become youngest secretary in the organizations’ 20-year history

 

Skills