Marianne Abdou
[pic]
Fl
Cellular: 201-***-****
Jersey City, NJ 07307
abmkl7@r.postjobfree.com
Summary of Qualifications
Over four years experience trading taxable money market instruments for
Institutional client portfolios and Funds
Effective problem solver, forward looking - anticipating issues and
innovating / improving processes
Superior attention to detail; minimal trade error; commitment to
excellence in performance
Focused team player and independent thinker; excellent communicator
Experience
Columbia Management, New York, NY
June 2008 - January 2009
Taxable Cash Trader - NY Fixed Income Desk
Execute cash trades on behalf of the Private Bank and Fixed Income
Specialists in accordance with established policies and procedure and
in compliance with all applicable regulations
Communicate investment sentiment and current market activity to portfolio
managers
Recommend and implement transaction strategies and alternatives to
portfolio managers
Work closely with Trading Desk partners (Business Analysts, Trading
Operations, Compliance,
Portfolio Managers) to find solutions to trade, CRD and business
process issues
Resolve trading issues accurately and expeditiously to limit undue
exposure to market risk/volatility and potential liability
Provide support to Muni Cash Trader as needed
U.S. Trust Company, N.A., New York, NY
Junior Trader / Portfolio Management Associate
April 2006 - May 2008
. Traded money market instruments for Institutional portfolio accounts
and Excelsior Money, Government and Treasury Funds: combined assets
$4B
. Assisted PM in security selection process for customized portfolios and
Funds by recommending securities
. Managed client portfolios and money funds in accordance with directives
in portfolio manager's absence
. Initiate, maintain and cultivate professional relationships with broker-
dealers to enhance market intelligence and identify investment and
trading opportunities.
. Provided coverage for the Taxable Fixed Income Desk in trader's absence
Investment Assistant
November 2003 - March 2006
. Executed trades under the direction of Portfolio Manager
. Recommended securities for purchase
. Confirmed trades with broker-dealers to ensure timely settlement
. Researched failed trades and resolved trade breaks; partnered with
operations to resolve discrepancies
. Generated monthly yield analysis for clients
. Responded to internal and external client inquiries
Project Manager
Assistant
June 2003-November 2003
. Assisted Sr. Project Managers with implementation of firm-wide
initiatives; developed project plans for opening of two de novo
offices; collaborated on the consolidation efforts of three bank
charters into parent company
. Communicated regularly with various delivery teams and reported
status/issues
Database Compliance
Analyst
November 2002 - June 2003
. Re-mediated 2500+ banking accounts into compliance with the Patriot
Act; obtained financial information on high net worth clients via
client contact, mainframe banking systems, Internet and discussions
with account officers
. Liaised with compliance and asset management areas to resolve
discrepancies in NPI client data; maintained and updated due diligence
database; identified & referred "high-risk" clients to Private Bankers
for further investigation
Skills
PACE; Portview; Bloomberg; Tradeweb; Charles River Trade Order Management
System; Yieldbook; Microsoft Office Suite, Working knowledge of Arabic
Education
Rutgers University, NJ
Bachelor of Science, October 2002
Double Major: Economics / Finance, summa cum laude
GPA: Finance: 3.9; Economics: 4.0; Cumulative GPA: 3.9