Anar Majmudar
**** ******* ******, ***# ***** Houston, TX 917-***-****
acqljw@r.postjobfree.com
Education:
City University of New York, Baruch College - Zicklin School of Business, New York, NY
Bachelor of Business Administration - Economics, May 2003, Overall G.P.A 3.0
Academy of Finance – Tottenville High School, Staten Island, NY
Experience:
Virtus Partners, LLC October 2014- Present
Loan Closer Houston, TX
Syndicated Loan Closer mainly for Par LSTA trades but has dealt with LMA trades
Completed the cycle of settlement of a trade from allocation, to reviewing documentation, settlement calculations.
Coordinated with trade counterparties, agents, custodians to complete closing of trades
Review the cash balances of all the portfolios for the settlements to ensure the portfolios are not overdrawn
Resolve any trade issues as well as any funding memo issues
Settlement of Paper trades as well as trades on Clearpar and TSI
Alliance Institute of Medicine June 2008 --- August 2014
Accounting/Financial Aid New York, NY
Processed Canadian, Stafford and Private Loans after determining eligibility for students
Maintained spreadsheets dealing with invoices to be paid for various students
Liaised with students and medical school to ensure payments were made
Dealing with inquiries from prospective students regarding the English Program at Medical University of Lodz
Helped in building a database for the prospective, incoming and continuing students
Trained new hires
Attended school fairs for recruiting for the medical school
Credit Suisse July 2004 --- July 2006
Operations - Client Valuation Group New York, NY
Provide daily Indicative Bid Price Valuation statements for Corporate Investment Grade, Emerging Market and Structured Products.
Provide daily Mid Market Valuations and position reports, on OTC Derivative Products, for external and internal clients within the company
Maintained Broker client relations as well as liaised with a variety of Credit Suisse entities, including Sales and Trading, Product Control and Audit
Training new hires and temps
UBS Financial Services, Inc. January 2004 – June 2004
Accounting Department - Municipal Syndicate Department New York, NY
Maintained spreadsheets dealing with the invoices to be paid for various accounts.
Liaised with brokers representing a variety of firms on a regular basis to ensure payments were completed on a timely and efficient basis.
Dealing with Accounts Payable and numerous companies researching some of the company payments
Prepare Journal Entries for all the expenses incurred
UBS Financial Services, Inc. June 2002 – December 2003
Fixed Income – Municipal Bond Desk – Marketing New York, NY
Monitored numerous Fixed Income portfolios for senior management, by following market trends and market data, using tools such as Bloomberg.
Daily interaction with retail brokers, and provided assistance in maintaining dealing with their bond portfolios, through market research using tools such as Bloomberg Market Data.
Build and maintain portfolios for various retail brokers. Maintained a variety of spreadsheets, present to management relating to assorted Platinum Client Portfolio’s, by updating relevant market data on a variety of Fixed Income products.
UBS Financial Services, Inc. January 2002 – May 2002
Fixed Income - Intern New York, NY
Coordinated the acquisition of all relevant account documentation for all of UBS institutional clients.
Maintained spreadsheet of relative information for control purposes, presented to Internal Audit as well as Senior Management.
Input Auction Rate Certificates sales credit payouts
Assisted with several projects in the Municipal Syndicate Group
UBS Financial Services, Inc. September 2001 – December 2001
Fixed Income - Intern - Syndicate Desk Municipal Bonds New York, NY
Created, and maintained an assortment of spreadsheets generated for internal research, specifically for underwriters located within UBS
Distributed timely market data to a variety of internal clients, including underwriters, Sales and Trading
Assisted in the daily activities of the desk, including providing, and researching information regarding the various deals that were taking place.
Dealt with different brokers regarding the competitive and negotiated deals for the day
UBS Paine Webber. June 2000 – August 2000
Internship New York, NY
Processing all trades and trade corrections
Daily distribution of trading reports to different regions
Skills:
Microsoft Office, Bloomberg, Portfolio Programs, Clearpar, TSI, Intralinks, Debt Domain, Syndtrak, CDO Suite, Moody’s, S&P