Experience

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  SAC Capital

  • Analyst

    • Oct 2012 - Present

    Managed Portfolio Managers’ total compensation including: expenses, profits, and bonusesDealt with the intricacies of each individual PM’s contract to make sure the proper payment was givenCreated Excel spreadsheets using large data sets and complex financial calculations to calculate expenses and profitsProjects required a quick turnaroundWorked with all sectors of the finance department including: Market Data, Financial Planning & Analyst, Controllers, and Accounting.

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  Watchful I

  • Matawan, NJ

  • Analyst

    • Aug 2011 - Aug 2012
    • Matawan, NJ

    Designed financial forecasts on Excel, using numbers assigned by executives Created marketing updates and documents used to enhance where the company advertisesHelped the marketing team reach out to schools by designing PowerPoint presentationsProvided insight from a student’s perspective, in order for executives to understand their target audience

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  JPMorgan Chase

  • Greater New York City Area

  • Intern

    • May 2010 - Aug 2010
    • Greater New York City Area

    Conducted in-depth studies on mutual, closed end, and exchange-traded funds using Excel to find attractive yields, solid management, diverse holdings and positive qualified dividend percentages Gauged the performance of related funds, deciphered the best choice for each individual investor and presented them to the analysts Assisted financial analysts in daily tasks and projects, transferring funds, conducting stock and mutual funds research, processing deposits, and correcting errors made in trade settlements

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  Watchful I

  • Matawan, NJ

  • Intern

    • Jun 2009 - Aug 2009
    • Matawan, NJ

    Designed financial forecasts on Excel, using numbers given by ExecutivesHelped the marketing team reach out to schools by designing PowerPoint presentationsProvided insight of a student that allowed executives to understand a student’s perspective

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  Northwestern Mutual

  • Greater New York City Area

  • Intern

    • Jun 2008 - Aug 2008
    • Greater New York City Area

    Mentored and trained by a veteran Financial RepresentativeScheduled, planned, and helped conduct meetings with potential clientsRequired Insurance License