Project Management

YULLYA MAKHANOV

***** ** **** ******

Vancouver WA 98684

206-***-****

*.********@*****.***

OBJECT I V E

To obtain the entry level accounting position that will enable me to bring creativity, efficiency, and simplicity to the workspace

while maintaining close attention to detail.

C ORE S TRENGT HS

•

• •

Basic Knowledge of Accounting Client Interaction/Client Serving

• •

Interest in the Finance Industry Account Management

• •

High Attention to Details Internal and External Reporting

• •

Excellent Communication Skills Proficient in Microsoft Excel, Word,

• Power Point and Outlook.

Knowledge of Fixed Income Securities

• Experienced with Bloomberg, Advent

and Trading

• Software and Fiserv APL.

Data Management

• Problem Analysis & Resolution

• Performance/Quality Improvements •

P ROFESSIONAL E XPER I E NCE

SEATTLE, WA

PARAMETR IC PORTFOL IO ASSOCIATES

Senior Portfolio Accountant 01 /07 – 07 /10

Technical duties included working with custodian trade-desks to sell fixed income from pre-incepted accounts;

monitoring and processing daily activities which include setting up new accounts, closing accounts, model changes,

cash activities, security transfers; performing EOD and weekly audits, cash flow posts and reporting of daily asset

flows. Additional responsibilities across various other roles included daily reconciliation of over 700 client portfolios

to custodian statements in a time-constrained environment; communicating portfolio cash and trade activities to

appropriate departments; month-end account reconciliation, end of the day processing and creation of cash and trade

activities files; monitoring, troubleshooting and resolving any EOD file errors; assisting in testing new and updated

versions of in-house applications; training new employees and writing procedure manuals.

B E L L EV UE, WA

M ERR IL L L YNCH & CO. I NC .

Senior Financial Advisor Intern 09 /06 - 12 /06

Assisted with asset allocation models, investment spreadsheets and portfolio holdings research. Helped integrate

CRM software with day to day business and client updates. Assisted in portfolio review material compilation and

with filing of client data.

B E L L EV UE, WA

M ET L I F E

Financial Advisor summer intern 07 /06 – 10 /06

Contributed to creating, implementing and following through different marketing strategies; assisted in researching,

compiling and maintaining efficient client database.

ED UCAT IO N

SEATTLE, WA

UN I VERSI TY O F WASH I NGTON

B. S., Economics; M inor in Russian Language 2002 – 2006

Projects Completed:

A 400-level economic finance course final project on 10 Vanguard mutual funds. Project includes using 5 years of

monthly data for closing prices and assembling a formal report that is consisted of brief summaries of each fund and

price behavior; return calculations and sample statistics analysis; Value at Risk calculations; and portfolio theory

involving descriptive statistics for analysis.

A 400-level class group and individual project on the country of Brazil. Collected raw data about key economic

conditions for a financial crisis in Brazil, analyzed the country’s economic performance, recommended viable polices

for the crisis and forecasted future economic performances in regards to the recommended policies.

L EAD ERSH I P

• 2004 – 2006, UW Habitat for Humanity Chapter, Co-President, Marketing Director

• 2004 – 2005, Senator, Academic Affairs Committee, Associated Students of the University of Washington

• 2004 – 2005, Economics Department Class Representative, Economic Undergraduate Board

R ECOGN I T I O NS A WARDS

A ND

• 2007, 4th Quarter Client Focus Award, Parametric Portfolio Associates

• 2007 – 2008, Parametric Social Committee Member

C OM M U N I TY O U TREACH

• 10/10 – Present, Shared Hope International, Administrative Volunteer

Contact this candidate