Manager Analyst

Alan Lehman

MBS Analyst at Interactive Data

***************@*****.***

Summary

Equity and equity option trader with experience in top down market research. Focused on short to midterm

investments in mostly large cap stocks.

Currently studying for the Chartered Financial Analyst Charterholder exam. I enjoy staying current with

financial markets and doing in depth research on potential investment opportunities.

Experience

MBS Analyst at Interactive Data

June 2011 - Present (2 years 7 months)

Work on the agency MBS passthrough desk evaluating 1mm+ securities daily. Analyze market data to

evaluate passthrough securities. Knowable in specified pool pricing and TBA market. Solid understanding of

the various agencies and agency products. Developed strong relationships with broker-dealers to aid in

accurately pricing the security universe all while maintaining and resolving client challenges for disputed

price levels.

Site Coordinator at Volunteer Income Tax Assistant

February 2008 - April 2010 (2 years 3 months)

Certified by the IRS to prepare basic income tax returns for low income individuals who need assistance

filing their tax return

Was the student manager in charge of administrating the program. Also made sure tax returns were filed in

accordance with IRS regulation.

Assisted student volunteers with tax issues which arose during the filing process and made sure the filer had

the lowest possible income tax liability.

Staff Accountant Intern at Beard Miller Company

June 2009 - August 2009 (3 months)

Worked under both external and internal, senior and partner auditors conducting audit programs for mostly

financial institutions.

Experience also included reconciling trial balances and creating financial statements for seniors/partners to

review and eventually include in quarterly and year end statements.

Worked extensively as an underwriter compliance auditor making sure personal and business loans met

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internal and external procedures. Involved following up with banking staff to clarify discrepancies in the

required documentation set forth by the firm and by audit programs.

Skills & Expertise

Accounting

Education

Bentley University

Bachelors of Science, Finance, 2006 - 2010

Activities and Societies: Bentley Microfinance Club

Intramural soccer & basketball

Bond University

2009 - 2009

Honors and Awards

Bloomberg University Graduate 2009

VITA/TCE Certification 2007, 2008, 2009, 2010

Interests

Hockey, golfing, boating, fishing, reading

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Alan Lehman

MBS Analyst at Interactive Data

***************@*****.***

Contact Alan on LinkedIn

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Contact this candidate