Resume

NICOLE DEVINE

** ****** ***** ********, *** York 11563

917-***-**** actgn9@r.postjobfree.com

SENIOR PORTFOLIO MANAGER

Dynamic Vice President and Senior Portfolio Manager with 15 years of high profile experience with institutional clients. Demonstrated expertise managing fixed income, government and money market security accounts. Skilled at portfolio and market trend analysis. Proven Portfolio Management experience growing institutional client securities lending cash investment book balance from $60 to $350 billion. Experienced in affiliate and conflict of interest issues, interpretation and analysis of customer guidelines, pre and post trade compliance review, knowledge of Investment Company Act of 1940 and ERISA regulations. Participation in Reg 9 reviews. Portfolio Management Market Analysis Negotiation Risk Management Market Trends Compliance Securities / Portfolio Analysis Asset Management Portfolio Strategy Institutional Investors Process Improvement Risk Analysis Securities Lending Partnership Development Interest Rates Trade Execution Customer Service Capital Markets Time Management Intern Management Portfolio Performance Client Relations Communication JP MORGAN New York, New York 7/2000 – Present

Leading global financial services firm and one of the largest banking institutions in the world. Vice President - Senior Portfolio Manager

Provided asset management for institutional portfolios. Evaluated risk and return profiles to manage financial decisions. Recommended individual client’s investment guidelines based on risk, return and regulatory profile. Implemented investment and lending strategies, and identified macro-level revenue enhancements to maximize profitability. Created and prepared monthly, quarterly and annual individual client economic and investment reports, program-wide communications, and client performance reviews and presentations. Ensured legal and regulatory reporting compliance for client and program requirements. Knowledge of affiliate and conflict of interest issues and Investment Company Act of 1940 and ERISA regulations. Interpreted, analyzed and instructed coding of allowable guideline parameters for individual institutional customers, ERISA and mutual fund accounts. Daily review of compliance metrics for each account in program. Participation in annual Reg 9 reviews. Participation in post-implementation review for new accounts. Review of pre and post trade compliance metrics. Built partnerships with internal and external parties to resolve issues and promote new ideas. Maintained liquidity management and investment opportunities for non-lending clients with government security portfolios. Prepared and updated investment desk procedures manual and supervised intern. Achievements:

Managed more than 200 client profiles analyzing market trends and guideline parameters to prepare recommendations to optimize portfolio performance. Expanded cash reinvestment portfolio from $60 to $350 billion by implementing solid investment strategies to maximize revenue.

Guided JP Morgan securities lending cash reinvestment portfolio during 2007-2008 financial crisis. Managed credit and counter-party risk to increase portfolio liquidity.

Minimized impact of credit events, preserved capital, and maintained liquidity and yield opportunities across portfolios. Strengthened existing client relationships and partnerships with risk mitigation analysis of evolving markets. Developed client specific strategies to manage liquidity risk, credit exposure and capture alpha opportunities.

JP MORGAN New York, New York 6/1999 – 7/2000

Assistant Treasurer - Trade Support

Directed security sales for the government and equity lending desks. Handled broker share swaps and recalls for client sales. Provided trade support desk cross training for staff and prepared status reports for outstanding equity loan recalls.

Resume

NICOLE DEVINE Page 2 actgn9@r.postjobfree.com

Achievements:

Provided cross training to trade-desk support staff.

Prepared status reports for all outstanding equity loan recalls. CHASE MANHATTAN BANK New York, New York 10/1998 – 6/1999 Financial services including credit cards, mortgages, commercial banking, investing and retirement planning. Associate

Transitioned accounts from Morgan Stanley Trust to Chase Manhattan Bank during merger. Achievements:

Prepared broker, agent and client data for Euro currency conversion. MORGAN STANLEY TRUST COMPANY Brooklyn, New York 5/1996 – 10/1998 Leading investment firm specializing in wealth management, investment banking and sales. Analyst/Associate

Led nine member team maintaining agent bank, client cash movement and broker instructions data. Launched and supervised projects at the London office. On boarded and trained new hires. Achievements:

Designed and facilitated staff and client training.

Developed department procedure manual.

Additional Experience

Marketing & Sales Assistant, Oppenheimer & Co., Inc, New York, New York Teller, North Fork Bank, Queens, New York

EDUCATION

Bachelor of Arts in Political Science

Binghamton University, Binghamton, New York

COMPUTER SKILLS

Microsoft Office Suite, Bloomberg, TradeWeb

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