Financial Analyst Service

JOSH BAJOREK

Austin, TX 210-***-**** *******@*****.*** linkedin.com/in/josh-bajorek

FINANCIAL ANALYST

Financial Analysis Account Management Client Service

Certified financial professional with a history of success delivering impactful results for a quality organization. Skilled at establishing customer relations, defining needs, and presenting financial strategies to meet those requests. Proven ability to spearhead all aspects of financial research, audit requests, and regulatory requirements ensuring timeliness and accuracy. A leader consistently rewarded with greater levels of responsibility due to a track record of success and accomplishment. Recipient of President’s and Champion’s Award for achievements in both service and performance. Key areas of expertise include:

Data Analysis & Trends

Staff Training & Mentorship

Financial Solutions

Budget Development

Resource Maximization

Cost Benefit Analysis

Financial Reports

Business Insights

Strong Communication Skills

Project Management

FX Essentials for Bloomberg

Fixed Income

Equity Essentials

Commodity Essentials

Salesforce.com

MS Office Suite (Excel, Word, PowerPoint)

PROFESSIONAL EXPERIENCE

USAA San Antonio, TX February 2014 – June 2020

Investment Operations Analyst III, January 2018 – June 2020

Deliver exemplary performance supporting client initiatives and assessing complex investment products in the marketplace. Review opportunities, evaluate associated risk, execute optimization potential, and complete transactions for trust and corporate accounts.

●Identified and escalated AML and OFAC red flags for suspicious account activity for our high net worth clients.

●Processed and guided the transfer of multimillion dollar accounts to USAA

●Oversaw the creation of corporate resolution reports that kept USAA IMCO within FINRA guidelines.

●Ensured all reports met regulatory and compliance standards at all times.

Investment Operations Analyst II, October 2014 – January 2018

Engaged with clients, defined their objectives, and developed an investment strategy to match those goals. Periodically assess client goals and adjust investment approach accordingly. Effectively handled an expansive portfolio of high net worth clients accurately and efficiently.

●Expedited the transfer of client funds from bank accounts to a broad range of investment accounts.

●Selected as a Subject Matter Expert (SME) for various investment projects internally.

●Addressed and resolved third-party issues quickly and effectively.

Investment Operations Analyst I, February 2014 - October 2014

Utilized advanced critical thinking and problem solving skills to analyze rejected contributions, redemptions, and exchanges before subsequently restoring transaction entries. Formulated estate valuations across investment accounts for tax purposes.

●Established connections within the organization.

●Assisted colleagues with special financial projects and research as assigned.

EDUCATION & CERTIFICATIONS

Bachelor of Business Administration (BBA) – Economics

TEXAS STATE UNIVERSITY San Marcos, TX

Certified: Commodity Essentials, Equity Essentials, Fixed Income, & FX Essentials for Bloomberg

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