Manager Analyst
Resume:
Scott Schachter
Operations Analyst at CommonWealth Opportunity Capital
Location
Greater Los Angeles Area
Industry
Financial Services
.
Scott Schachter
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Scott Schachter's Overview
Current
Operations Analyst at CommonWealth Opportunity Capital
Past
Senior Middle Office Associate (P&L Analyst) at Citco Fund Services
Analyst Intern at West Coast Asset Management
Assistant Program Director at Page Youth Center
Business Development Intern at Davies Public Affairs
Analyst at Monterosso Investment Firm
Referee at Palos Verdes Basketball Association
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Education
University of California, Santa Barbara
Freie Universitat Berlin
Recommendations
2 people have recommended Scott
Connections
156 connections
Scott Schachter's Summary
I am personally interested in alternative investing strategies and the varying
philosophies of hedge funds, investment firms, and asset managers.
I have also been responsible for client relations - creating and managing connections
with clients.
My career has led me through firms that have specialized in unique strategies and I aim
to continue this trend.
Please email me at ***************@*****.*** with any questions or inquiries.
Specialties
My specialties include the analysis of financial statements, industries, and the macro
economy as a whole. I am familiar with a wide range of investing strategies and am
interested in gaining a better knowledge of the field.
Scott Schachter's Experience
Operations Analyst
CommonWealth Opportunity Capital
Privately Held; 1-10 employees; Investment Management industry
April 2012 Present (5 months) Greater Los Angeles Area
Senior Middle Office Associate (P&L Analyst)
Citco Fund Services
Privately Held; 1001-5000 employees; Financial Services industry
August 2010 April 2012 (1 year 9 months)
Responsible for the pricing of securities, tracking of P&L, and other middle office
procedures for multiple hedge funds.
Primary focus on global macro (non-USD interest rate swaps, currency forwards,
commodities) and multi-strategy (credit default swaps, collateralized mortgage
obligations, and other asset-back securities) investments.
Manage pricing, trades, and positions for NAV statement preparation.
Moniter the general operations for a diverse client base of hedge funds.
o Daily, weekly, and monthly P&L
o Corporate actions
o Trade capture/processing
o Broker reconciliations
o Performance reporting and analytics
Assist in the reconciliation of cash, trades, and positions with various brokers and
counterparties.
Proficient with Bloomberg, MarkIt, WSO, and other pricing sources.
Comfortable with Aexeo, Fund Manager, Visual Portfolio Manager, and other
trading/accounting software.
Possess knowledge of the details, risks, and investment strategies associated with a
wide range of securities.
Analyst InternWest Coast Asset ManagementApril 2010June 2010 (3 months)
Researched and tracked potential investment opportunities
Evaluated prospective investments (via financial statements, analyst coverage, etc.)
Managed long-term stock portfolio for high net-worth individuals directed by Kinko s
founder Paul Orfalea
Assistant Program DirectorPage Youth Center
January 2008May 2010 (2 years 5 months)
Organized and supervised youth basketball leagues
Acted as a referee and camp counselor
Volunteer coach of a seventh-grade boys basketball team
Business Development Intern
Davies Public Affairs
Privately Held; 11-50 employees; Public Relations and Communications industry
April 2009 September 2009 (6 months)
Researched and developed relations with potential clients and key community
stakeholders
Acted as a liaison in communication development related to large-scale projects
Interfaced between potential clients and company executives
Served as interim manager of the business development department s part-time staff
AnalystMonterosso Investment FirmJune 2005August 2007 (2 years 3 months)
Developed alternative short-term trading strategies for quant-based hedge fund
Tracked compensation of executives for all NYSE and NASDAQ companies (with focus on
option grants)
Wrote code for the investment program TradeStation
Trained new employees in trading strategies and software operations
Referee
Palos Verdes Basketball Association
December 2005 April 2007 (1 year 5 months)
Grades 4 - 8
Scott Schachter's Skills & Expertise
Financial Reporting
Excel
PowerPoint
Outlook
Word
Scott Schachter's Education
University of California, Santa Barbara
Business Economics, Business Economics
2006 2010
Minor in History
Freie Universitat Berlin
Focused on International Business and European History
Improved my German language skills
Scott Schachter's Additional Information
Groups and Associations:
Davies
Hedge Fund Group (HFG)
Palos Verdes High School Alumni
UC Santa Barbara Economics Alumni
UCSB Alumni Association
University of California, Santa Barbara Alumni Network
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