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Manager Financial Services

Location:
New York, New York, 10065, United States
Posted:
November 27, 2017

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Resume:

Steven Holguin

*** * **** ** • New York, NY *****

917-***-**** • ac3hyw@r.postjobfree.com

Work Experience

Debtwire New York, NY

Relationship Manager, U.S. and LATAM September 2016–June 2017

• Actively managed 60-80 institutional client accounts by reaching out to users with service improvements, updated credit reports, and other relevant information

• Developed targeted relationships with senior management at investment banks, law firms, advisory firms, and hedge funds to identify their current needs

• Provided training and guidance through one-on-one meetings, group presentations, and phone calls

• Served as an intermediary to in-house financial analysts, attorneys, journalists, and product development to improve the company’s fixed income coverage and meet the ever-changing market demands

• Traveled within the United States and Latin America for client meetings and industry conferences

• Worked closely with commercial directors to identify new business opportunities Seven Points Capital New York, NY

Equity Trader July 2015–August 2016

• Executed long and short trades across equities, ETFs, ADRs, and REITs based on fundamental and technical analysis

• Entered trades utilizing the most cost effective exchanges, dark pools, and electronic communication networks to maximize profits

• Conducted research on publicly traded companies for the entry of long-term positions Lesko Financial Services Binghamton, NY

Financial Services Intern January 2015–May 2015

Worked along registered financial advisors to prepare investment reports and Excel spreadsheets for client meetings

Responded to clients’ questions regarding services and investment products such as mutual funds, IRAs, annuities, and 529 college savings plans

Updated database information by doing research and making calls to business partners Education

Binghamton University, State University of New York Bachelor of Arts in Economics May 2015

Minor in Global Studies

Relevant Coursework: Financial Economics, Economics of the Public Sector, Risk Management and Insurance, Monetary Economics, U.S. Financial Systems, International Trade, Statistics, Computer Science Study Abroad, Pontifícia Universidade Católica do Rio de Janeiro, Brazil Coursework in finance, economics, and Portuguese language January 2014–December 2014 Skills and Certifications

Languages: Full professional proficiency in Portuguese and Spanish Computer: Proficient in Windows, Mac OS X, Word, PowerPoint, Excel, and Access Certifications: FINRA Series 57 Certified 2016, CFA Level I Candidate 2018 Volunteer Experience

Educari, ONG Rio de Janeiro, Brazil

Math Tutor September 2014–December 2014

Provided test preparation to an underrepresented group of young adults for their ENEM (Brazil’s college entry standardized test) through organized class sessions three times a week



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