English Teacher Financial

Jonathan G. Marcano

************@*****.*** www.linkedin.com/in/jonathanmarcano 848-***-****

EDUCATION

St. John's University (SJU) Peter J. Tobin College of Business Queens, New York Master of Business Administration – Concentration in Finance 3.4 GPA MBA Graduation Date: January 2018 Bachelor of Science - Finance; Minor: International Studies BS Graduation Date: January 2017 Academic Scholarship – Five-Year MBA Program Award based on scholastic and personal achievement. Relevant Coursework - Advanced Financial Derivatives, Statistics Using R Coding, Fixed Income Analytics, Financial Management, Advanced Computer Methodology, Investment Research, Strategic Risk Management, Business Ethics WORK EXPERIENCE

National Futures Association (NFA) New York, New York Compliance Examiner I – Futures & Options July 2018-October 2019

• Analyzed commodity fund financial statement data within NFA systems and reported findings to senior management.

• Recalculated trading program performance metrics using MS Excel after obtaining firm internal calculations to ensure the information presented to clients was clerically accurate, the consolidation of certain programs in promotional material was reasonable based on their separate performance results, and that no deceptive trading practices occurred.

• Examined trade execution and allocation methodologies of firms in order to prevent front-running for certain clients.

• Reviewed Bloomberg, ICE, and CME correspondence to ensure brokers performed in the best interests of their clients. Nest Fragrances New York, New York

Financial Operations Specialist – Temporary Assignment March 2018-July 2018

• Managed the fulfillment of COGs using MS Excel; reported findings directly to the Director of Product Development.

• Analyzed feasibility and built timelines for all new programs using pivot tables and VLOOKUP. U.S. Securities & Exchange Commission New York, New York Student Honors Intern – Investment Advisor Program August 2016-November 2016

• Examined correspondence between top-level management of companies, obtained extensive information on their known associates, and reported to senior counsel all evidence of misconduct, insider trading, and other violations.

• Completed training courses on financial modeling, hedge fund strategies and corporate evaluations. AXA Advisors, LLC New York, New York

Summer Intern – Client College Program June 2016-August 2016

• Generated hypothetical portfolio illustrations after conducting times series and cross-sectional analysis of competing funds and benchmarks to determine investment strategy and allocation of accounts for high net worth individuals. Northwestern Mutual Princeton, New Jersey

College Intern – Financial Representative May 2015-January 2016

• Generated a network of over 250 individuals to conduct one-on-one meetings in order to identify the financial security needs of clients while educating clients on financial plans that could be used to help them reach their goals. CERTIFICATIONS AND LICENSES

• NFA Swaps Proficiency Examination June 2019

• FINRA Series 3 License – National Commodities Futures Exam December 2018

• New Jersey Real Estate License July 2017

• Bloomberg Essentials Training Program August 2016 LEADERSHIP AND EXTRACURRICULAR EXPERIENCES

• Associate member – SJU Sports Analytics Club Spring 2016-Fall 2017

• Captain – SJU Intramural Soccer Team Spring 2015-Spring 2016

• Treasurer – SJU Student Government Spring 2014-Fall 2014

• Volunteer English Teacher – SJU Paris Campus Fall 2014 SKILLS AND INTERESTS

Software Skills: MS Excel, R, VBA, Bloomberg, Tableau, FactSet, Outlook, BASIC, QuickBooks, and Concur. Interests: Soccer, Tennis, Biking, Reading, and Earning My CFA. Languages: Spanish (Working Proficiency)

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