Daniel Swarbrick

*** ***** ****** 978-***-****

Jersey City, New Jersey 07304 ac59b3@r.postjobfree.com

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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