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Portfolio Analyst Resume

4.00/5 (Submit Your Rating)

Houston, TX

TECHNICAL SKILLS

  • JavaScript, HTML, CSS, Sass, jQuery, Node, Express, MongoDB, React, Redux, PHP, NPM, MySQL, Sequelize ORM, Lodash, AJAX, JSON, RESTful API, State Management, Responsive Design, Bootstrap, Heroku, Security / Storage, Authentication, Command Line Interface, Trello, Amazon Web Services, Testing using Mocha and Chai, ASP.NET, C#
  • Database Theory, API’s, Agile Methodologies, Presentation Skills, Research Methods, System Administration, Quality Assurance Testing, Social Coding Best Practices, Project Management

PROFESSIONAL EXPERIENCE

Confidential, Houston, TX

Portfolio Analyst

Responsibilities:

  • Tested new portfolio software updates for automating the manual cash flow process and worked on a SharePoint implementation process for client distribution of daily cash flows variances, trade positions and overall risk model performance.
  • Managed fixed income and multi - currency portfolios, reviewed and validated cash flow activities, fund transfers, trade clearances and assisted management with decision making for future trade positions.

Confidential, New York, NY

Investment Banking Analyst

Responsibilities:

  • Developed components for asset pricing, trading and risk model in test environments using Python scripting language for future integration to internal proprietary risk management system.
  • Developed and documented QA tests case scripts for automated functional and regression testing of risk management tools and future enhancements.

Confidential, Houston, TX

Analyst

Responsibilities:

  • Maintained MySQL database for commercial property tax cycle. Updated data from valuation and billing notices and made queries to the database to forecast depreciation and access information requested for various appeal and audit processes.
  • Coded HTML and XBRL representations of quarter/annual financial statements and disclosure notes for publishing on the SEC Website. Managed statement audit process using SharePoint and used MS Access db to pull historical data for forecasting.

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