Management Manager

TRINA P. MAGAT

*** ****** ******, ***. **, Hoboken, NJ 07030 ( 646-***-**** (

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

SUMMARY

Over 10 years of experience in the investment banking industry, with the

last 3 years focusing on Global Equity Capital Markets and being a vital

associate in the Global Markets Solutions CFO Management Team. Extensive

background in senior management services, marketing, and business

management. Excellent qualifications in strategic planning with

comprehensive knowledge of market analysis, team-building, project

execution, and quality assurance. Dynamic leader with a solid record of

contributions leading to improved financial performance, heightened

productivity, and achieving corporate goals.

PROFESSIONAL EXPERIENCE

Morgan Stanley, New York, NY

2007 - 2008

Manager (Consultant)

. Prepared and validated daily/weekly/monthly reports to ISG

Controllers.

. Supported daily Cash and A/R activities.

. Responded to ad hoc and regular reporting requests from FCG and BU

Management.

. Participated in the forecasting and budgeting process, review of P&L

balances, responsible for quality of balances as reported.

. Coordinated across FCG for required details - such as quarterly

updates, documentation changes and enhancements.

. Represented group in meetings - and update the group, VP and ED.

Developed expertise on the required Firm reporting tools; teach

group/coordinate for team.

. Worked with other members of the team on initiatives, such as BU GL

initiative. Worked closely with Legal Entity Controllers to

coordination and coverage.

Credit Suisse, New York, NY

1995 - 2007

Assistant Vice President (promoted January 2006) - Global Markets Solutions

Group

Global Equity Capital Markets (May 2004 - April 2007)

. Responsible for the daily, weekly and monthly reporting, data

gathering, financial reporting and management administration functions

for both Equity Capital Markets and Global Markets Solutions.

. Maintained and reported Pipelines, Targets/Mandates, Transaction

Priced, Revenue Recognition, Share of Wallet, League Tables and

Business Won/Lost.

. Prepared, conducted management reporting and finalized presentations

for the Senior Management team of GMSG (Business Reviews, Client

Opportunities, and Strategic Initiative Presentations).

. Responsible for maintaining and updating Equity Capital and Global

Markets Solutions standard materials (League Tables, Rankings, ECM

Market Updates).

. Assisted in the development of strategic/business/financial planning

by providing specialized analysis of financial data, the impact of

internal/external factors, and /or the adoption of procedures or

processes.

. Coordinated management administration duties such as consulting with

internal staff on financial matters, performance management, objective

setting, coaching, staffing issues, employee relations, compensation,

organizational development outings, global conferences, and training

for new analysts and associates.

. Interacted with analysts, associates and vice presidents by providing

marketing analyses and project support.

. Assisted in monthly appropriation requests, assessing quarterly

progress summaries, and providing analytical commentary for senior

management review.

. Assisted GMSG CFO with ad-hoc requests such as monthly forecast,

budget process and strategic analysis.

PROFESSIONAL EXPERIENCE (CONT'D)

Credit Suisse/Donaldson, Lufkin & Jenrette, New York, NY

1999 - 2004

(Donaldson, Lufkin & Jenrette Securities Corp. merged with Credit Suisse in

2001)

Research Analyst Investment Banking (promoted position) - Financial

Institutions Group

. Compiled comprehensive research and trend analysis on the financial

institutions industry. Analyzed and created case studies on various

insurance, banks and specialty finance companies.

. Responsible for numerous transaction-related research projects which

includes creating presentations, conducting information searches and

retrieval of other information and data.

. Maintained new business materials which included deal lists, league

tables and creation of new graphical presentations.

. Responsible for updating comparables of publicly-traded companies,

maintain lists of mergers and acquisitions deals.

. Assisted bankers in conducting information searches, industry

analyses, data retrieval, and presentation assignments in the

financial institutions industry.

. Coordinated, planned and organized group conferences, events and

strategic sessions.

. Organized the training schedule for the incoming analysts and

associates including setting up specific training sessions, organizing

materials and arranging for database vendors to come in and teach

their products.

. Mentored summer interns, including analysts, associates and new hires.

. Acted as a liaison between the regional offices (London and LA

offices): research and general FIG coordination.

Donaldson, Lufkin & Jenrette Securities Corporation, New York, NY

1997 - 1999

Research Coordinator Investment Banking (promoted position) - Financial

Institutions Group

. Accurately compiled, calculated, processed, maintained, and

communicated extensive day-to-day administrative information which

included weekly timesheets, conducting interviews, updating and

maintaining the industry's deal list.

. Worked closely with analysts and maintain productive lines of

communication with all departments.

. Quickly identified, defined, and solve on-the-job problems which

included supervising a group of twenty.

. Consistently ensured productive and high quality work efficiently and

accurately.

Banking Assistant Investment Banking

1995 - 1997

. Prepared market value comparison studies, including graphics and

tables.

. Effectively and efficiently, worked with a multitude of facts and

figures on public and private issues for precise management decision

making.

. Utilized computer systems for data entry/retrieval and spreadsheet

applications, including on-line securities systems.

ADDITIONAL EXPERIENCE

Dori Leggins, Inc., Office Manager, Great Neck, NY

1993 - 1995

EDUCATION

St. John's University, Queens, NY, B.S. Business Management with Honors,

1994

Employed 30 hours a week while maintaining full-time academic status

(G.P.A. 3.5)

TECHNICAL SKILLS

Word, Excel, PowerPoint, Access, Bloomberg, Factset, Dealogic, Thomson

Financial, SDC Platinum, SNL Database, AM Best Database, Wiesenberger

Databases, OMEGASuite, Intellimatch, SWIFT, and Mainframe.

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