Resume

• Recommended and prepared FX trades to facilitate security purchases and sales in foreign markets
• Analyzed corporate actions, including tender offers and exercises of rights, to maximize fund returns
• Reviewed securities with significant price movements to determine underlying drivers and assess continued portfolio eligibility
• Recommended firm participation in secondary equity offerings after identifying they are typically priced at significant discounts to market value
• Led a project to identify merger targets with cash-like exposure, using price volatility analysis to reduce cash drag in portfolios
• Drove process improvements and automations using Excel, VBA, Python, and SQL

• Strategically allocated headcount resources between departments based on business need and departmental prioritization
• Analyzed historical call volumes, business initiatives, and seasonal trends to develop accurate workforce forecasts and ensure optimal staffing levels
• Collaborated with management, HR, and finance teams to strategize and implement recruitment plans
• Created Python and Excel based tools to optimize workforce utilization and availability

• Developed and maintained short-term demand and capacity forecasting models for retail contact centers
• Provided analytical support to phone and operations groups to help them meet service goals
• Performed scenario modeling to assess the impact of business initiatives on the operational environment
• Collaborated with business leaders to provide insights to the past week and communicate the near-term operational plan

• Provided personalized investment guidance to clients, empowering them to make informed decisions by explaining available investment options, risk profiles, and potential returns
• Facilitated seamless stock, ETF, and mutual fund trade execution for clients, ensuring accurate placement of orders and timely confirmations, enhancing overall satisfaction and trust in brokerage services
• Cultivated strong client relationships through proactive communication and responsiveness, addressing inquiries promptly and resolving issues to maintain high levels of client satisfaction and retention

Minor in Financial Management