Sales Manager

BENNY LEE

***** **** ****, ***# ** ~ Flushing, NY 11367

718-***-**** **********@*****.***

FINANCIAL ANALYST / INSTITUTIONAL SALES ANALYST

(Willing to Relocate)

Peak-performing professional with more than five years experience in

Municipal Syndicate Bond Desk seeking opportunities in financial and

technology settings. Excels in fast-paced work environments with strong

ability to navigate projects to completion. Skilled in data gathering,

analysis, and municipal/corporate bond trades. Languages: English and

Chinese Cantonese. Proficient in Microsoft Office. Bloomberg, Dalcomp,

Bidcomp, and Ipreo Pricing Systems.

Signature Strengths

( Bond Trade Analysis ( Municipal Syndicate Trade Bonds (

New Staff Training

( Trade Bookings / Sales ( Street Bond Insurance

Calendar ( Data Base Management

( P&L Accuracy ( Information Gathering / Data Analysis (

Reports / Presentations

EDUCATION / LICENSURE

UNIVERSITY AT BUFFALO-STATE UNIVERSITY OF NEW YORK

Bachelor of Arts Degree in Economics, 2007 License: Series 7/63

Association: Alpha Kappa Psi, Professional Business Fraternity

APPLIED EXPERIENCE

MORGAN STANLEY, New York, New York 2007-Present

Associate / Long Term Municipal Underwriting Syndicate Desk

Member of a top leading tax-exempt, taxable, Build America Bonds

Underwriting Desk.

Notable Performance: Developed a new administrative process for pricing

taxable municipal and corporate bonds effectively minimizing trade errors.

< Perform municipal and corporate syndicate bond trading processes.

< Organize and circulate institutional investor roadshow information to

sales, investors and syndicate members.

< Analyze and maintain trading records to identify market interest in

pricing and marketing of syndicate municipal/corporate bond transactions.

< Maintain internal/external database for analyzing new issue pricing and

volume trends.

< Actively participate with technology and sales team to develop and expand

sales coverage for current and new products.

< Partner with underwriting group and banking team to promote deals to the

retail platform and institutional sales force.

< Develop new issue wires from inception to finalization including pricing,

re-pricing, and allotments.

< Liaise between underwriting, banking, controllers, compliance,

operations, and settlement to ensure accurate communication.

MERILL LYNCH, New York, New York

June/2005 - Sept/2005

Intern for Administrative Management and Global Private Group

Accountable for research, updating, and compiling mutual fund information,

reports, and presentations.

< Shadowed Vice President and Administrative Manager; directly worked with

the Financial Advisor.

< Advised Private Client Group in maintaining, updating, and improving the

internal network performance.

< Prepared client investment portfolio reports, reviewed client statements,

and evaluated against the client risk profile.

< Designed and analyzed prepaid forward contracts; performed data analysis

(Excel database) and research.

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