Perry M. Tevere
New Rochelle, NY 10804
914-***-**** (cell)
***********@*****.***
Objective: To obtain a full time position that will utilize my experience, education, and professional work ethic and excel in it.
Highlights of Qualifications:
Excellent management of a high stress work environment
Exemplary in organizational and problem solving skills and dealing with high work loads
Excellent time management tactics
Professional attitude and work ethic which helped past achievements and success
Superb communication skills with fellow employees and clients
Education:
Iona College, New Rochelle, NY
BBA in Management – May 2008
Minor in Marketing – May 2008
Masters Degree in Finance – In Progress
Related coursework includes Management, Marketing, Statistics, Finance, Accounting, Human Resources, Information Systems, Public Relations, Computer Science and Public Speaking
Honors:
Iona College Deans List: Fall 2006, Fall 2007
Skills & Applications:
Advent Geneva, Bloomberg Platform, Microsoft Office Suite
Professional Work Experience:
Renaissance Technologies – New York, NY: Hedge Fund Operations Specialist (11/2015-Present)
Provide operational support for products such as: Equities, Options, Futures, Bonds, Commodities, Equity Swap, and other securities as traded by the firm
Act as liason between internal departments and Prime brokers
Reconcile cash, positions, and transactions on a daily basis
Ensure all bookings are done in Geneva accurately and in a timely fashion
Process wires and dividend payments as necessary
Complete project/system improvement work as necessary
Chair team meetings and discuss open issues with the Operations team
Experienced with Geneva software as well as Bloomberg platform
SS&C GlobeOp – Harrison, NY: Hedge Fund Operations Associate Manager (10/2013-11/2015)
Providing operational support to hedge fund clients engaged in various investment strategies.
Building and maintaining client relationships.
Serving as a liaison between clients and prime brokers/counterparties
Providing middle and back office support for the following products: equity, fixed income, swaps, bank debt, futures, commodities, options, FX, mortgages and repos
Addressing and researching cash /position /market value reconciliation exceptions
Interacting with various internal GlobeOp departments such as Fund Accounting, OTC Operations, Investor Relations and IT
Wire processing related to management fees, incentive fees, fund subscriptions and redemptions, and collateral
Running cash reports, confirming payments with counterparties, and showing potential clients what we are capable of.
Morgan Stanley – Purchase, NY: Commodities Operations Analyst (3/2010-10/2013)
Work with the oil, natural gas, and electricity trading desk to ensure contracts are confirmed and accurate.
Escalate any and all trade discrepancies to traders so that the appropriate changes can be made
Review contracts and collaborate with Legal team to ensure proper terminology and details are included in each individual deal.
Establish and maintain relationships with counterparties and brokers, with whom Morgan Stanley does business with on a daily basis.
Maintain constant contact with counterparties and brokers to resolve any trade breaks that come about in a timely fashion.
Provide risk management team with data to help with the identification, assessment, and prioritization of risks. This enables the firm to minimize, monitor, and control the probability of events
Work along side of the Settlements and Banking Team by confirming trades so that they can pay/collect on invoices with no error.
Work with traffic departments so that once trades are executed, products can be scheduled for delivery.
Katz Media Group – New York, NY: Marketing & Communications Coordinator (8/2008-3/2010)
Work closely with Account Executives & Management to establish exceptional relationships with media buyers and planners, from whom we obtain business.
Assist the team to carry out advertising sales and marketing strategies.
Create material for the use by the sales teams to promote the company’s image and achievements and also to show potential clients what we are capable of. (MS Office& Adobe Photoshop).
Prior Experience & References Available Upon Request