SEAN T. HOPKINS
** ***** **. *** * Charlestown, MA 02129
516-***-****, *****************@*****.***
Experience
State Street Global Advisors Boston, MA
Principal - Institutional Sales
June 2010-Present
. Sales experience includes equities, fixed income, alternatives, real
estate and asset allocation
. Member of SSgA's institutional sales team covering corporations,
foundations and endowments
. Worked closely with relationship managers and consultant relations to
cross sell investment solutions to existing clients
. Reviewed all Requests for Proposals (RFPs) before submittal
. Responsible for client, industry and market research
. Led SSgA's Defined Contribution listening campaign, an initiative that
encompassed all US DC plans over $500 Million
Associate - Fixed Income Trading September 2008-June 2010
. Awarded the SSgA "Pursuit of Excellence Award" - awarded by SSgA's CEO
. Junior member of SSgA's fixed income trading desk responsible for trading
$300+ Billion in assets
. Gained proficient knowledge of fixed income trading-Rates, Credit,
Convertibles, Structured Products, Interest Rate Futures
. Responsible for cross trades among underlying index funds
. Point contact for all post-execution related matters
State Street Bank and Trust
Boston, MA
Associate - Investor Services
August
2007-September 2008
. Worked within a team servicing a $20+ billion dollar tax managed growth
portfolio
. Monitored the fund's security lending practices
. Worked within team of fund accountants to determine dollar amount of
commercial paper purchases
. Calculated fund expenses, fees, and net present value of each fund within
the portfolio
. Exposed to SWAP valuations, REITS, and complex fund of fund structures
EDUCATION
Level III CFA Candidate
Passed Levels I and II
Providence College
Providence, RI
Bachelor of Science, Major: Finance
August 2003-May 2007
Dean's List (2006)
Activities: Celtic Society (2003-2007), Intramurals Captain (2004-2006),
Club Lacrosse Captain (2004-2007)
Providence College Pals Volunteer (2003- 2007)
Chaminade High School
Mineola, NY
National Honor Society August 1999-May 2003
Proficiencies, COMMUNITY and other activites
Proficiencies: Bloomberg, TradeWeb, Market Axess, MMD, Mandate Wire,
Prequin, Onyx, Microsoft Office eVestment Alliance, Style
Advisor
Community: Boston Security Analyst Society - meet with other CFA
candidates, form study groups and attend mock exams
Ronald McDonald House - spend Thursday evenings volunteering with
the children in the house, raised over $5,000 the house since 2007
Activities: Completed the 2008 NYC Marathon raising over $3,000 for
Fred's Team, Chaminade Alumni Association (2003- present),
Chaminade Wall St Association (2007-present), Providence College
Alumni Association (2007-present), Cambridge YMCA Basketball
League (November 2007-present)
Interests: Lacrosse, Travel, Skiing, Sailing, Running