Support Management
Resume:
Daniel Swarbrick
Jersey City, New Jersey 07304 ************@*****.***
Education
Seton Hall University, South Orange, New Jersey
Bachelor of Arts in Political Science, December 2015
Relevant Experience
J.P. Morgan Chase, Brooklyn, New York
Associate, April 2018 to Present
Merrill Lynch Wealth Management, Jersey City, New Jersey
Trade Support Analyst, February 2017 to May 2018
Provides daily pre and post-trade support to the Portfolio Overlay Management Team and discretionary investment managers.
Provides Middle office trade support for both Equity and Fixed Income portfolios.
Compiled financial reports pertaining to erroneous trades, errors, and profit and loss.
Supported and Monitored daily trade activity for over 400,000 accounts and $200 billion in assets
New York Life Investment Company, Jersey City, New Jersey
Mutual Fund Operations Specialist, July 2015 to December 2016
Processed redemptions, exchanges and maintenance transactions requested by Financial Advisors
in a timely manner
Communicated effectively with shareholders regarding their mainstay funds
Researched and obtains account and transaction records with the goal of resolving shareholder discrepancies
Managed transactions made by other associates to ensure necessary optimizations are being made for shareholders
Work History
Proskauer Rose LLP, Newark, New Jersey
Records Clerk, May 2014 to March 2015
Worked closely with attorneys and paralegals to provide information regarding cases
Consistently entered and processed new data in the legal key computer system
Participated in results meetings and assisted in evaluating results to create efficient solutions to problems
Leadership
Alpha Sigma Phi, Zeta Alpha Chapter at Seton Hall University
Social Director, August 2012 to August 2014
Selected to instill positive values and morals on current members and the most recent new member class
Represented the chapter when communicating with other organizations on and off of campus
Created events with organizations to ensure positive relationships on campus
Organized and maintained philanthropic events for members
Skills
Proficient in TA2000 Sub Accounting with DST Vision and AWD, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Keynote. Working knowledge of Bloomberg Terminal.
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