Sales Data Entry

Angelo Kourkafas

New York, NY *****; Cell phone: 347-***-****; E-mail: *********@*****.***

WORK EXPERIENCE

Avatar Securities LLC, Proprietary Trading Broker-Dealer New York, NY

Sept. 2008 – Present

Equity Trader

Managed $2 million of the firm’s proprietary capital using short term trading models realizing an annualized return of 10%.

Developed and thoroughly back tested arbitrage strategies analyzing historical data, generating trading alpha and achieving

high consistency (67% average win rate, 1.85 profit factor).

Managed capital exposure and risk using dollar value and beta-weighted hedging to trade a long-short market neutral portfolio

consisting of 100 equities minimizing systematic risk (strategy accounted for 45% of total profits).

Evaluated and improved on a daily basis own quantitative stock selection models which included automated pair, basket

arbitrage of highly correlated stocks within sectors and NYSE imbalances. Enhanced win rate by 5% within 3 years.

Traded a diverse portfolio of domestic equities specializing in commodity related securities and ETFs. Developed insight in

the oil, steel, coal, natural gas sectors and the macroeconomic factors affecting these industries . Correctly predicted and

profited from the bankruptcy of Patriot Coal (PCX) 30 days prior to the reorganization filing.

Optimized entry signals by applying technical analysis that included custom-made momentum and volume indicators using

Tradestation and combining the concepts of TRIN, TICK and Bollinger bands . False breakout signals were reduced by 30%.

Minnesota State University, College of Business Minneapolis, MN

Aug. 2007 – May 2008

Research Assistant

Researched portfolio theory and optimal asset allocation topics producing sample optimal portfolios and buy-sell

recommendations for US equities that were presented to 50 students in two undergraduate Finance classes.

Performed statistical analysis using SPSS, designed questionnaires and published "An Empirical Study of University Student

Attitudes toward Globalization: The Heckscher-Ohlin Theory" Academy of International Business (AIB) - Midwest, Vol.

XXII, April 2008 addressed to 3,100 scholars and specialists in the field of international business in 77 different countries.

HSBC Bank, HSBC Securities Services Athens, Greece

June 2007 – Aug. 2007

Custody & Clearing Client Services Intern

Supported daily operational and administrative needs of 12 institutional custody clients holding assets in the Greek exchange.

Acted as liaison and single point of contact between local market entities, HSBC lines of business and third party clients

maintaining and developing relationships. Excellence of service was recognized by turning internship i nto a job offer.

Participated in client calls and sales activities as part of a team. Assets under custody increased 5% in a two month period.

Worked on streamlining processes by creating more efficient methods of gathering, sorting and accessing data between the

front and back office. Exceeded expectations reducing data entry time by 40% affecting the work of 7 employees.

Compiled and generated monthly key metrics used by the Head of Treasury and Capital Markets for forecasting and strategic

planning. Model inputs and stress scenarios accurately calculated bank’s 2008 market share despite global market turbulence.

Ameriprise Financial, Financial Advisor’s Office Mankato, MN

Oct. 2006 – June 2007

Portfolio Associate

Mentored to deliver wealth management services to 125 High Net Worth clients with approximately $80 million in AUM.

Achieved to increase AUM by 13.2% for the year while minimizing fees, beta and unsystematic risk via diversification.

Evaluated the investment performance, style and risk characteristics of the recommended mutual funds using Morningstar

Mutual Fund Screener. Replaced 80% of the underperforming funds in the clients' accounts.

Monitored accounts for adherence to investment and asset allocation objectives and po licies. Built custom rebalancing

application in excel used to automate the target adjustment process minimizing errors and saving time.

EDUCATION

Minnesota State University May 2008

Master of Business Administration (GPA: 4.0/4.0) Honors: Valedictorian

Athens University of Economics and Business July 2006

Bachelor of Science in Business Administration; (GPA: 8.5/10) Honors: Top 5% of class

OTHER

Certifications: Series 56, CFA Level I Candidate (December 2012)

Computer Skills: Proficient with MS Excel, VBA, Access, Word and PowerPoint.

Experience with Bloomberg, Factset, Morningstar and Lightspeed trading platform.

Languages: Fluency in English, Greek and basic knowledge of German.

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