performance analyst - Finance Investment Resume Search
performance analyst - Finance Investment Resume Search
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performance analyst Resume


Desired Industry: Finance/Investment SpiderID: 22487
Desired Job Location: Boston, Massachusetts Date Posted: 9/8/2008
Type of Position: Full-Time Permanent Availability Date: 09/25/08
Desired Wage: 55,000.00
U.S. Work Authorization: Yes
Job Level: Experienced with over 2 years experience Willing to Travel: Yes, 25-50%
Highest Degree Attained: Masters Willing to Relocate: Yes


Objective:
Top performing financial analyst with three plus years experience with impeccable PC skills, creative problem solver, analysis, planning, and budgeting. Reliable, dependable, detailed oriented, outstanding communication (written and verbal), analytical thinking and multitasking skills. Ability to work independently as well as part of a development team. Demonstrated expertise in and dedication to innovating process improvements that positively affect company profitability


Experience:
Michael Page International/John Hancock
Boston, MA March 2008-April 2008
Security Operations Analyst/Contract position
· Identified, communicated and assisted with performance/attribution integration efforts
· Acted as a liaison to assist the development team with the maintenance of systems; worked with cross-functional teams to gather and document requirements wrote and submitted RFPs, and performed gap analyses as required
· Acted as a project manager to keep projects focused and within deadlines
· Analyzed, integration and internal prioritization of project tasks; assisted in streamlining processes and workflow; worked with external vendors to ensure quality deliverables; understood and monitored compliance standards; and participated in special projects as required


TINESE Q. MORGAN
=============================================================================
Bank of America/GWIM Investment & Product Operation
Boston, MA August 2005 - August 2007
Senior Trade Analyst
¨ Ensured the safeguarding of securities and/or cash for all funds under management by accurately performing various operational functions/analyses. Analyzed and managed the information flow from various sources, such as the custodian bank network, portfolio management, trading, fund accounting, broker-dealers, and other internal customers to diminish operational risk
¨ Developed and maintained individual relationships with representatives of the custodian bank network and broker-dealer community
¨ Worked closely with other business units within the Custody Division, such as Domestic Trade Operations, High Yield Operations, Securities Lending, Reconciliation, and Corporate Actions
¨ Provided ongoing support of business relationships with partners of the Custody Division (i.e., Trading, Fund Accounting, and Pricing)
¨ Ensured the timely receipt of securities and cash through management, control, and analysis of international market practices. Prepared management and broker reports, as well as fulfilled any special requests
¨ Performed daily fund trade reconciliation’s and performance reporting, including position and price reconciliation and reviewed cash movement checking, position calls for demonstrated ability to work with excel

Manpower/Bank of America
Boston, MA January 2005 - August 2005
Legal invoice accountant
¨ Supervised and trained employees
¨ Executed invoices via E-request for the entire legal department of Bank of America


Commonwealth of Massachusetts
Boston, MA January 2004 - July 2004
House of Representatives, Legislative Aide Intern

¨ Researched and analyzed the impact of the Massachusetts Turnpike Merger legislation
¨ Filed amendments for fiscal year and legislation Worked on state budget for fiscal year 2005
¨ Trained and supervised Interns



Somerville Public School System
Somerville, MA September 2002 - March 2004
Substitute Teacher

¨ Managed classroom of 25-30 students
¨ Effectively instructed and evaluated learning while maintaining discipline
¨ Effectively organized time, space and resources to balance heavy workload and deadlines


Massachusetts Correctional Legal Services
Boston, MA June 2001 - September 2002
Paralegal Intern
¨ Assessed, managed and analyzed legal caseload of incarcerated individuals
¨ Worked with the Department of Corrections on behalf of inmates to secure canteen privileges, this lead to a change of policy. Performed legal research and Participated in writing legal briefs


Investors Bank and Trust
Boston, MA September 1998 – June 2001
Asset Specialist
¨ Generated report analysis and documentation
¨ Implemented systems and process improvements to enhance operational efficiencies
¨ Ensured the integrity of data entered into all security masters, Responsible for swift instructions



Education:
Suffolk University- Sawyer School of Management
Boston, MA September 2001- May 2003
Masters of Science Public Administration Concentration in Finance and Human Services

Relevant courses: Economic Financial Administration, Financing state and local government organizational effectiveness, management information systems

Suffolk University- School of College and Liberal Arts
Boston, MA September 1995-1997
Bachelor of Science Paralegal Studies



Affiliations:
Sigma Gamma Rho Sorority Incorporation


Skills:
Proficient in: MS Office Suite 2007, Outlook, Statistical software: SPSS; Accounting Systems: E-request, Pace, Trade Web, Market Access, Gim2000, TDMS, and Charles River Trading Software & Omgeo Alert and Bloomberg.


Additional Information:
w Effected Dept. of Corrections policy concerning ill inmates canteen
w Developed and implemented process to streamline work productivity
w Proven leadership skills
w Possess strong communication skills
w Trained and managed department of 10
w Strong customer service interface, trustworthy, dedicated team player, able to complete tasks in an efficient and timely manner
w Financial Analysis and Management Reporting
w Process Design and Development
w Interdepartmental Coordination and Collaboration
w Profitability and Credit Analysis Reports
w Short – and Long-Range Budgeting



Reference:

TINESE Q. MORGAN


26 Maynard Street, Malden, MA 02148
Tel: (781) 316-5832 · Email: TQMorgan@yahoo.com ===============================================================================

REFERENCES:



PROFESSIONAL REFERENCES:


1. David Moan Manager
Michael page International
(617) 428-3680

2. Nicole Fleming GWIM Manager
Global Wealth Investment Management Dept.
Bank of America
(617) 206-8222

3. The Honorable Representative Mark J. Carron
Commonwealth of Massachusetts
State House
District office: (508) 765-9286


PERSONAL REFERENCES:

1. Richard & Alita Sullivan
422 Trapelo Road
Belmont, MA 02478
(617) 932-1108





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