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Financial Modeling, Valuation, Excel, Access, Word, Geneva, Bloomberg

Location:
Bergenfield, NJ, 07675
Salary:
$60000
Posted:
June 23, 2011

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Resume:

Daniel Galperin, MBA

** ******* ****** ***** • Old Tappan, NJ 07675 • 201-***-**** • nww4wl@r.postjobfree.com

MBA Graduate with extensive experience in financial services. Possesses strong interpersonal, communication, organizational, and analytical skills coupled with a dedicated work ethic. Self-starter who works well both independently and as a team member.

Key Skills

Financial Statements GAAP Financial Models (DCF-APV and WACC approaches, Market Multiples) Valuation Return & Risk Net Present Value Investing / Investments Time Value of Money Microsoft Excel (Vlookups, PivotTables, Macros-VBA (Microsoft Excel VBA Training Certificate)), Access, Word, Outlook & PowerPoint Financial Software: Reuters 3000Xtra Bloomberg, DTCC, Advent Geneva

Languages

Russian

Education

Baruch College, Zicklin School of Business - New York, NY Aug 2010 – Dec 2010

Mergers & Acquisitions Class

Master of Business Administration in Finance and Marketing June 2010

Baruch College, Zicklin School of Business - New York, NY

Relevant Classes: Advanced Financial Modeling & Valuation Training, Corporate Finance, Financial Decision Making, Investment Analysis

Bachelor of Arts in Economics May 2003

Rutgers University- New Brunswick, NJ

Experience

Pershing- Jersey City, NJ May 2011- June 2011

Buy Ins Associate (Temp)

• Called brokers to find status on securities that Pershing is failing to receive from

• Looked up in OLCA to see which brokers Pershing is failing to deliver to in order to resolve buy ins via pair offs or round robins.

• Moved up buy ins in Microsoft Access and Smart Track and provide status updates on these buy ins.

UBS Financial Services - New York, NY Aug 2009- Dec 2009

Intern

• Updated individual accounts with latest values and cash flows and matched the latest month market value with the ending value.

• Updated benchmark index return and matched the year to date return on spreadsheet with market figures.

• Allocated the monthly statements by fixed income, equities, and cash.

HSBC Alternative Fund Services - New York, NY March 2006- Dec 2008

Market Data Analyst

• Supported clients, which traded interest rate swaps and credit default swaps.

• Interpreted term sheets to set up derivatives, such as credit default, total return swaps, and interest rate swaps for clients.

• Processed corporate actions, including dividends, stock splits, and acquisitions.

GlobeOp Financial Services - New York, NY July 2004- March 2006

Data Management Control Analyst

• Communicated technical knowledge to a colleague to help overall team efficiency.

• Used Bloomberg and Reuters 3000Xtra for information to set up securities, such as equities, bonds, mortgages, futures, and options, for clients.

• Ensured that securities traded by clients are calculated correctly and solved problems, such as incorrect interest on bonds and mortgages.

Kinetics Asset Management - White Plains, New York Oct 2003- April 2004

Junior Financial Analyst



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