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AVP, Trading Analytics, Product Specialist

Location:
Hoboken, NJ
Posted:
February 07, 2020

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Resume:

Kevin Scott

Hoboken, NJ ***** 908-***-****

adbnwb@r.postjobfree.com linkedin.com/in/kevin-scott-nyc/

Assistant Vice President, Trading Analytics

Delivering Strong Client Service through Superior Problem Solving

Extensive client service experience demonstrating an ability to communicate across all departments and clientele effectively. Consistently demonstrates an ability to increase efficiency and accuracy of duties to improve the customer’s experience and eliminate potential errors. Experienced using Python and SQL to parse large data sets in order to find the uncovered reasons driving results.

Core Competencies

Experienced Client Service Extremely Proficient in Microsoft Office Python and SQL

Analytical Thinking Excellent Communication Data Analysis

Professional Experience

VIRTU FINANCIAL (formerly ITG, Inc.), New York, NY

Assistant Vice President, Trading Analytics, Fair Value Model Specialist 2007 - 2019

Provided extensive client support and consulting for the multi-million-dollar Fair Value Model product. Service used by asset managers and mutual funds in the valuation of international equities and futures.

Served as the lead client service representative for the Fair Value product, providing expertise to clients, prospects, and industry professionals, as well as internal groups such as sales, legal, and marketing.

Maintained over 100 client relationships, ensuring that service level expectations were consistently met.

Responded to time-sensitive production issues, including making key decisions during such emergencies minimizing potentially negative client impacts.

Designed and developed several Python scripts, assisting in the parsing of large data sets, facilitating data analysis, and increasing productivity.

Liaise with various groups, discussing contracts with legal, technology with developers, quantitative topics with financial engineers, and product offerings with sales.

Monitored and analyzed the model’s accuracy via statistical measures and standard industry metrics, applying all available data along with creativity and intuition in determining the ‘why’ behind performance results.

Sustained and nurtured client relationships through quarterly and ad-hoc statistical analysis, in-person meetings, conference calls, and due diligence meetings.

Formulated and developed new ideas for the product website, working hands-on with the web development team implementing ideas put forth.

Assisted sales efforts by presenting results at sales meetings and preparing ad-hoc analysis for prospects.

MERRILL LYNCH & CO., New York, NY

Institutional Fixed Income Sales Support, Commercial Paper Desk 2005 - 2007

Supported a five-member sales team holding full accountability for trade value differentials. Products covered included Commercial Paper, Treasuries, Agencies, High-Yield Corporate Bonds, High-Grade Corporate Bonds, Mortgage-Backed Securities, and Municipal Bonds.

Confirmed, allocated, and settled all trades to reach the desk, regardless of product, owning every trade from execution through settlement.

Kevin Scott adbnwb@r.postjobfree.com Page Two

MERRILL LYNCH & CO. (Continued)

Limited the desk’s overnight financial exposure by resolving all position breaks and cash breaks daily.

Redesigned the allocation system in order to increase productivity, thus causing the overall fail ratio to drop.

Ensured accuracy of instructions on all client’s accounts by working directly with the clients, using Alert, and using AccountsNet.

Executed free bond deliveries and fund collections, saving Merrill Lynch thousands annually in failed trade claims.

MERRILL LYNCH & CO., Pennington, NJ

Stock Option Plan Representative 2003 - 2005

Worked in call-center environment focusing on entering corporate stock options and equity orders for participants across multiple companies. Guided stock option plan participants through investment choices by providing product information and technical assistance.

Cross-trained on 401 (k) product, which provided an opportunity to assist other teams when their call volume was high.

Mentored several new representatives, familiarizing candidates with essential Merrill Lynch systems and job functions.

Reviewed manual transactions from other departments by checking for errors before execution.

Recognized for a monthly award for excellence in client service, earning recognition seven times during 2004.

Education

Bachelor of Science (BS), Finance, Rowan University, Glassboro, NJ

Licenses Certifications

Series 7 - General Securities Representative Examination

Series 66 - Uniform Combined State Law Exam



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