Management Executive Assistant

Clara Yip

**-** ***** ***** ********, NY ***** Cell: 347-***-**** Email: *****.****@*****.***

Clara is a proprietary trader with knowledge of equities and fixed income products. Her work has been involved with capital and investment management as well as with technology startups. She is seeking to join a leading firm as a trader or trading assistant and has over three years of experience as an analyst. Clara has knowledge in investment management, as well as operations management. She is capable of having responsibilities like managing trade positions, generating risk reports, and preparing investor reports.

EXPERIENCE

Seven Points Capital (New York, NY) July 2016-May 2017

Securities Trader

●Focused on developing and executing short-term discretionary trading strategies for U.S. equity, international ADR, REITs, ETFs.

●Created event-driven trading ideas using a hybrid strategy combining technical and fundamental analysis methods, price-volume/order flow analysis, book pressure, tape reading and market news for a fund that is worth about $3 Million

●Engaged in trades using equity long-short, overvalued price shorts, change in fundamentals, gap and go/gap fill, and M&A

●Executed trades based on calculated risk parameters under high pressure while using cost optimization for trade executions

●Led review and analysis of trade data and general processes in order to improve efficiency, precision, and scalability

Privé Financial (remote, US lead with Asia team) January 2016- June 2016

Business Analyst- Intern

●Worked on design team of a wealth management app that allowed users to source opinions from their influencers before making an investment, which was bought by Citibank Asia for a wealth management platform for their private clients

●Provided research for the project by surveying the market for valuable key insights, held interviews with university students,

●Sole employee in US, and acted as a liaison between departments while maintaining overseas communications

●Became familiar with automated portfolio management platforms, algorithmic programming and CRM technology

Gramercy Consulting Group, LLC. (New York, NY) December 2013- April 2014

Finance Intern – Executive Assistant

●Supported trading with reconciliations of trades and positions to administrator, prime brokers, and order management system

●Assisted boutique investment firm of $65 MM AUM with operational support for trading activity such as manage treasury and cash management and prepare P&L estimates and investor reports

●Performed due diligence and risk assessment on potential partners, e.g. project involving implementation of CRM platform

EDUCATION

Baruch College, City University of New York (New York, NY) Graduation Date: May 2016

Bachelor of Business Administration in Finance

●Coursework in finance and economic studies, including behavioral science, econometrics, microfinance, computer science, technical analysis, financial accounting, statistics and mathematics.

●Had a strong academic background with a major GPA of above 3.4 and a cumulative GPA of 3.17

LEADERSHIP, CERTIFICATIONS, AND SKILLS

IBM Watson Projects

●Final Round Team of CUNY IBM Competition 2014-2015 in which I was the lead for a multidisciplinary team of 5 under/post grad students in a three-month prototyping/design of a deep machine learning application later adopted into IBM Watson’s model

●Spent a semester working on a machine learning application using IBM Watson that would match students who are seeking to board with other students based on shared interests and matched personalities.

FINRA

●Series 57 Licensed Securities Trader (October 2016)

Fitch Learning

●Risk Management, Capital Structure- Business Financial Risk, Financial Analysis - Corporate Financial Risk (November 2015)

Technology: Bloomberg, S&P Capital IQ 500, Sterling Trader Pro, TraderVue, Microsoft Excel, Office & Powerpoint, Google Suite

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