DANIELA LEVINE
** ******* *******, ********, ** 06902 Ph: 203-***-**** E-mail:
******.*******@*****.***
Professional Experience:
Royal Bank of Scotland Stamford-CT
Executive Receptionist (temporary position)
. Answered main telephone line and greeted visitors
. Worked with the Executive Assistants to support the CEO and CFO
. Maintained conference rooms calendar
. Created and maintained daily reception reports using MSExcel
spreadsheet
. Designed the 6th Fl, 7th Fl, and 11th Fl informal maps in use by
reception,security, and vendors
. Created PowerPoint presentations with data and graphs
. Created Outlook templates to be used by reception team and
Facilities Center
. Established the main reception directory
Yellow Brick Capital Advisers, NY, NY
2008 - 2009
Internship as Hedge Fund Analyst
. Supported Portfolio Manager & Analyst team by preparing research,
reports, and documents
. Researched various hedge fund portfolios extracting data and important
information to be use by the analyst team to build presentations
. Handled travel approvals (domestic and international)
. Reported travel expenses
. Created and maintained my own client database
Fator Securities-affiliate of Fator Bazil
2007 - 2008
Executive Assistant
. Supported senior members of the team including CEO, CFO, and Head
Trader
. Managed traveled logistics for all roadshows
. Produced Quarterly Portfolio Reviews for Direct Investors and Fund of
Funds Accounts
. Developed PowerPoint presentations
. Special projects including coordinated group offsite meetings,
submitted marketing documents to Compliance for review and approval,
translated articles from English to Portuguese.
. Monitored the activity and reports of trader daily transactions
utilizing excel spreadsheets and pivot table
. Extensive scheduling, organized meetings, domestic and international
business trip and events including heavy client contact
. Managed projects: analyzing systems, identifying and specifying
developments and improvements and co-coordinating the testing and
implementation of new systems
. Made travel arrangements (domestic and international)
. Reported travel expenses
JOBS WHILE ATTENDING COLLEGE FULL-TIME:
J.P. Morgan Chase & Co. Greenwich, CT
2006 - 2007
Bank Teller/Assistant Branch Manager
. Identified customer needs and referred them to appropriate banking
services
. Collaborated with team employees in order to achieve special goals
. Led team performance meeting
. Provided general admin support for the branch including telephones,
filing, word processing, etc.
Neil Jacobs Attorney at Law Esq. New York, NY.
2003 - 2005
Secretary& Bookkeeper
. Translated International Law Documents from Portuguese to English
. Bookkeeping transactions such as preparing a regular balance sheet,
bank statements, profit and loss account, financial reports
Bank of Brazil, Brasilia, DF
1998 - 2000
Assistant Financial Director in International Banking Department
. Researched and made analytical presentations for prospects including
international business clients
. Assisted the Financial Director in the employees management and human
resources of the International Department
SKILLS:
Advanced Excel Spreadsheets w/ Pivot Tables and Formulas, Advanced Power
Point presentation skills. Proficient in Bloomberg, SalesForce, HTML, Word,
Windows, and Internet Research. Financial Instruments & Financial
Regulation knowledge. Fluent in English, Portuguese and Spanish.
EDUCATION:
University of Connecticut Stamford, CT May, 2007
Bachelor of General Studies Degree with focus on Corporate and
Organizational Studies
Norwalk Community College, CT May, 2007
Associate Degree in General Studies with focus on Business
University of Federal District Brasilia, Brazil December,2000
Bachelor of Arts Degree in Economics