Business analyst

Roy a. Willis, Jr

**** ********** ******* . **********, ** 17111 . 256-***-**** . acd67n@r.postjobfree.com

Education

COLUMBIA UNIVERSITY- NEW YORK, NY

M.A. Statistics - 2012

LOMA LINDA UNIVERSITY- Loma Linda, CA

Master of Health Information Systems - 2005

OAKWOOD COLLEGE - Huntsville, AL

B.S. Computer Science; Minor: Mathematics - 2004

Professional experience

PFM ASSET MANAGEMENT . Harrisburg, PA

JUNIOR PORTFOLIO MANAGER . July 2012 - Present

Enter risk taking positions and research investment opportunities for Total Return and

Bond Proceeds client accounts along with Senior Portfolio Manager; manage relationships

with Wall Street Fixed Income sales people and traders

Gain proficiency in markets for several US fixed-income securities (Treasuries,

agencies, mortgages, corporates, munis, etc.)

Perform ongoing research and monitoring of creditworthiness of individual bond-issuing

corporations for firm-wide use

Currently outperforming benchmarks for Q2 2014 while managing portfolio durations;

specialize in research of callable agency and ABS markets

JFC GLOBAL . Harrisburg, PA

STATISTICAL ANALYST . November 2011 - July 2012

Provided appropriate technical, audit, compliance and operational advice for Capital

Blue Cross Medicare employees for the period during and in the aftermath of the annual

enrollment period

Performed statistical analysis on effects of Medical Utilization and Customer Service

call volume and voluntary disenrollment

Created several regular and ad-hoc reports using SAS and SQL to manipulate data

Consolidated member household mailings in an effort that saved the company upwards of

$5,000

WASHINGTON INTERNATIONAL TRADING & CONSULTING GROUP . Gaithersburg, MD

GLOBAL COMMODITY TRADING INTERN . October 2009 - March 2010

Researched suppliers, manufacturers mandates, and trading groups to find lowest prices

for clients, including insurance and transport costs, in the global spot, physicals

market

Maintained relationships with potential sellers and clients; negotiated terms and sought

to open Letters of Credit

Traded products included raw sugar, refined sugar, and soybeans

FORT, LP . Chevy Chase, MD

FUTURES TRADER . April 2007 - October 2008

Executed trades and managed positions for all products across each of hedge fund's three

strategies in an algorithmic model-driven environment

Monitored and managed firm's proprietary trading software, which developed daily trading

signals and sent orders over FIX protocol

Wrote Visual Basic application to mine trade data, model broker performance, and find

trends

Traded products included futures in crude oil, fuel oil, unleaded gasoline, and natural

gas

THE MATRIXX GROUP . Fairfax, VA

BUSINESS ANALYST . September 2006 - March 2007

Direct support on Health Program Management Office contract for the Veterans' Health

Administration

Designed and implemented new SharePoint policies and procedure for workgroups based on

client requirements

Assisted contract administrator with contract procurement tasks; performed requirements

gathering for various projects

Assembled weekly and monthly contract progress reports for client from prime contractor

and all subcontractors

OTHER Experience

Programming Languages: Visual Basic 8.0 (intermediate), C/C++ (basic), R (basic), SQL

(intermediate), Python (basic)

Software experience: Microsoft Office (Word, Access, Excel), Bloomberg, Charles River,

MarketAxess, Tradeweb

Consulted on and backtested financial commodities trading strategy for years 2004-2006

that produced Sharpe ratio of 1.9

Passed FINRA Series III 9/2007 (lapsed)

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