Manager Microsoft
Resume:
Patrick Billie, CFE
********@*****.***
CURRENT ADDRESS:
Chicago, IL 60657
EDUCATION:
University of Illinois at Urbana-Champaign August 2007 – December 2011
College of Liberal Arts and Sciences
oBachelor of Arts in Economics, minor in Business
International Education for Students
Study Abroad Program – Rome, Italy August – December 2010
PROFESSIONAL CERTIFICATIONS:
FINRA Series 3 Certification – National Commodity Futures January 2015
ACFE Certified Fraud Examiner – Association of Certified Fraud Examiners April 2015
WORK EXPERIENCE:
National Futures Association Chicago, IL, January 2014 – Present
Compliance Examiner II
Conduct and lead risk-based examinations of domestic and international financial institutions involved in the U.S. Futures market
Perform required annual examinations on Futures Commission Merchants located throughout the United States
Analytically review a variety of firms' audited and unaudited financial reports ensuring reporting standards are in accordance with GAAP, IFRS and FASB standards
Provide consultation to members on NFA compliance and recent mandates within the U.S. Futures market by way of member forums and presentations
Administer investigative reports in accordance with the U.S. Commodity Futures Trading Commission regarding potential financial violations and fraud committed within the U.S. Futures market
Mercer Consulting
Investment Analyst Chicago, IL January 2012 – January 2014
Advised investment committees on investment strategy, implementation and manager selection for endowments, pension plans and defined contribution plans
Generated quarterly performance evaluation reports for a large list of institutional clients
Provided support to firm’s manager research and due diligence efforts
Advised on portfolio rebalancing and interacted with managers and custodians to oversee transition of funds
Quantitatively and qualitatively evaluated investment managers and implemented new manager searches on behalf of clients
Performed quantitative analysis of risk and sources of style biases within portfolios to help clients achieve appropriate balance of expected return and risk
LaSalle Street Securities
Financial Representative Intern Frankfort, IL May 2011 – August 2011
Conducted performance analysis on clients’ portfolios
Performed thorough research of investment products gaining exposure to a wide array of asset classes
ADDITIONAL SKILLS:
Microsoft Excel (Proficient), Microsoft Word (Proficient), Microsoft PowerPoint (Proficient), Microsoft Access (Proficient) Lipper (Proficient), Bloomberg (Functional)
Contact this candidate