Market Operations Analyst

• Oct 2022 - Present

Financial Associate

• Jun 2021 - Oct 2022

• Oversee trading operations and perform brokerage clearance and settlement functions • Execute customer trades as agent for institutional clients and manage portfolio limits • Conduct real-time monitoring of equity and options portfolio risk management for client positions • Oversee trading operations and perform brokerage clearance and settlement functions • Execute customer trades as agent for institutional clients and manage portfolio limits • Conduct real-time monitoring of equity and options portfolio risk management for client positions

Data Analyst

• Jul 2019 - May 2021

• Managed around 50 school district clients and warehoused their data within the LinkIt! servers • Used Excel formulas and tools to build data models to predict elementary and middle school student performance • Conducted analysis on large data sets for school districts using SQL to create customized reports for teachers and administrators • Managed around 50 school district clients and warehoused their data within the LinkIt! servers • Used Excel formulas and tools to build data models to predict elementary and middle school student performance • Conducted analysis on large data sets for school districts using SQL to create customized reports for teachers and administrators

Investment Analyst Intern

• Feb 2018 - Feb 2019

• Assisted portfolio manager by conducting research on potential investments • Performed analysis of financial statements and actionable insights regarding company performance • Evaluated the quality of investments through valuation methods based on proprietary financial models • Assisted portfolio manager by conducting research on potential investments • Performed analysis of financial statements and actionable insights regarding company performance • Evaluated the quality of investments through valuation methods based on proprietary financial models