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Professional Experience Financial Analyst

Lowell, Massachusetts, United States
April 05, 2018

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Sean Leblanc

* ****** ****** #* *****, MA *****



University of Massachusetts Lowell May 2018, exp

Bachelor of Science in Business Administration Dean’s List All Semesters Concentrations: Finance and Management Information Systems Cumulative GPA: 3.5

Relevant Course Work

Investment and Portfolio Analysis

Financial Derivatives

Intermediate Corporate Finance

Financial Statement Analysis

Financial Management


• Experience in trade affirmation, fund repatriations, financial reporting, resolving open trade issues

• Proficient with applications including: Microsoft Suite, Omgeo TradeSuite, Bloomberg Terminal, and Frontier

• Customer service, verbal communication, time management, organization and decision-making Relevant Professional Experience

MFS Investment Management (January 2017 – August 2017) Asset Control Contractor (August 2017)

Executed and reported fund repatriation for cash accounts

Investigated and reported discrepancies between internal and custodian bank's fund valuations

Utilized broker reporting to compile derivatives reports for custodian banks GIS Investment Operations – Fixed Income and Equity Co-op (January 2017 – July 2017)

Responsible for all DTC equity trade affirmation

Researched and resolved open trade issues

Monitored trading and inventory systems for accuracy and exceptions based processing

Verified trade information and communicated with brokers, internal clients, and custodian banks of cash transactions

Created and delivered instructions to custodian banks for repurchase agreements and manual money wires Other Professional Experience

ShowingTime Inc. (September 2017 – Present and February 2013 – January 2017) Appointment Specialist

Communicate via phone and email with licensed real estate agents and sellers nationwide to handle scheduling of home viewings for real estate listings across multiple MLS systems

Review listings for instruction accuracy and clarity

Train new employees on systems and procedures

Import information manually between the systems of other acquired scheduling services Professional Certifications

Bloomberg Market Concepts Certification

CFA Level 1 Candidate

Relevant Activities

Finance Society, University of Massachusetts Lowell (September 2016 – Present)

Economics Society, University of Massachusetts Lowell (January 2017 – Present)

IMA - The Association of Accountants and Financial Professionals in Business, University of Massachusetts Lowell

(March 2017 – Present)

Real Estate Network Association, University of Massachusetts Lowell (February 2017 – Present) Volunteer Experience

Best Buddies International, University of Massachusetts Lowell: Associate Member (February 2017 – Present)

Beaumont Health and Rehabilitation Center: Recreation Volunteer (July 2017 – January 2018)

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