Financial Analyst Software Engineer
Resume:
ELIZABETH DAOUD
* ******** **** ******* ** *****
********@*****.***
EDUCATION:
New York Law School (3L Evening Student) - Able to work full time hours Expected May 2022 Juris Doctor Candidate
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science in Finance and Bachelor of Science in Information Systems (Double Major), May 2015
Activities: Rutgers Real State Club, Rutgers Finance Society
Bilingual - English and Arabic
FINRA LICENSES / EXAMS PASSED:
SIE (Securities Industry Exam) - Passed November 3, 2018
Bloomberg Market Concepts - March 2019
Series 63
PROFESSIONAL EXPERIENCE:
DEUTCHES BANK, New York, NY January 2020- Aug 2020
Corporate Trust Associate
Provide agency services (account bank, collateral agent, administrative agent, and trustee) on a diverse portfolio of project finance/structured finance transactions
Invest client portfolios in a list of Mutual Funds, Bonds and other investments
Track Investment portfolios
Talk directly to clients
Analyze legal docs and transfer withdrawal certificates
Support Account Managers in managing a wide range of transactions for international and domestic clients, varying in complexity from account bank to multi-role transactions
Work on deals for various business’s seeking funding and investment strategies from DB
Work with Compliance to go over legal docs
Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift and ACH; set up of payments)
Monitor transactions to verify borrowers' compliance with reporting requirements
Interface with various internal departments such as Operations, Business Control and Compliance.
BANK OF NEW YORK MELLON, New York, NY (Contract) September 2019- January 2020
Securities Specialist - Forex and Equities
Responded to hedge fund client inquiries, log in issues, and provided information to check the liquidity of client’s account
Provided Trade Support and looked at trade reporting module, end of day trades
Looked into forecasting of different assets and mergers of companies
Created PowerPoint information based on forecasting and data of public companies
Provided solutions for client subscriptions and redemption and withdrawals from funds
Provided solutions for internal investors, ranging from email inquiries to client support over the phone
Responsible for filling out documents for client funds and notified clients of daily trade activity such evaluating trades
Provided client trade instructions over the phone or through email utilizing Microsoft Outlook.
Daily maintenance of treasury inbox; ensured daily trade support requests from clients and trade confirmations were accounted for
Created trade reconciliation reports, handled different transfer requests, for business accounts or joint accounts and facilitated the transfers between them
Escalated requests for redemptions to client support team and verified how much cash is available for client
Verified wire trade instructions and cash transfers
Utilized Adobe Acrobat to edit client invoices or transaction reports. Once edited, sent over to client for approval
Helped manage risks associated with financial transactions
TATA CONSULTACY SERVICES (Awarded by TCS – CRS- Best Initiative Award) - Newark, NJ June 2015 – October 2019
Financial Analyst (Corporate Real Estate) / Software Engineer (Based in PSEG)
Calculated the budget and real estate expenses for new projects
Forecasted new year budgets
Lead a project with one of the CPA's at PSEG, the accounting team, and one of the Financial Analysts to document Real Estate Taxes for the current and new Corporate Real Estate properties
Lead a project with one of the CPA's at PSEG, the accounting team, and one of the Financial Analysts to document Real Estate Taxes for the current and new Corporate Real Estate properties
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