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Investment Service

Location:
Philadelphia, PA
Salary:
55,000
Posted:
October 27, 2020

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Resume:

Donald Rudd

**** ********* ******

Philadelphia, PA 19146

adhccr@r.postjobfree.com

856-***-****

PROFESSIONAL STATEMENT

Looking to further my career as a business analyst in a fresh engaging environment.

EDUCATION

Nichols College, Dudley, MA Graduate May 2017

Bachelor of Science in Business Administration

Major: General Business Concentrations: Marketing, Management, Finance

Summa Cum Laude GPA: 3.9

SKILLS

Proficient Microsoft Office – Vlookup, Pivot Tables

Organized

Time Management

Public Speaking

EMPLOYMENT EXPERIENCE

Operations Analyst II

SEI Investments Company, Oaks PA Dec2018-Feb2020

Approve transactions, demographic information updates, and money transfers accurately.

Set and lead meetings to demonstrate new product features.

Post and distribute documents to investors on behalf of the fund managers. Perform audits.

Train and assist entry level analysts.

Operations Analyst

SEI Investments Company, Oaks PA Dec2017-Dec2018

Review, analyze, and input client information and transactions into multiple systems.

Update client demographics, wire instructions, and other vital data points.

Review subscription documents to ensure Anti-Money Laundering guidelines are met and investors are FATCA compliant.

Assistant Rink Coordinator (Part Time) May2017-Present

Snider Hockey, Philadelphia PA

Utilize time management skills to create and execute effective practice plans.

Track data of ice touches per skater and organize data into presentable pivot table.

Coordinate practices with 60 skaters’ ages ranging from 3-18.

Student Government Association Vice President Aug2015-May2017

Nichols College, Dudley MA

Responsible for tracking and reporting community service performed by student organizations

Assisted budgeting process for the student organizations.

Organized school-wide community service day. Over 100 volunteers, 12 off-campus sites, and 300 community service hours accomplished.

Marketing Internship May-Aug2016 Anheuser Busch, Medford MA

Built and maintained Anheuser Busch product displays.

Maintained customer relationship by answering questions of store managers and reporting special requests.

Assisted daily upkeep of POS warehouse.

Marketing Teaching Assistant Internship Aug-Dec2015

Evaluated tests and papers to assist the professor.

Lead lesson plans created by the professor, created activities designed to complement lecture.

Held office hours to assist students with homework, projects, and test preparation.

VOLUNTEER EXPERIENCES

Bison Give Back Day Coordinator April 2017

Coordinated a community service day for Nichols College.

Volunteers included students, professors, faculty, and the President of the college.

Over 300 total community service hours were served across 12 sites off campus, as well as many on campus sites.

ACTIVITES

NCAA Div. III Nichols College Men’s Ice Hockey 2013-2015

Nichols College Men’s Club Ice Hockey - Captain 2015-2017

AWARDS

Nichols College Community Service Leader 2017

Dean’s List High Honors 2013-2017

References Available Upon Request



Contact this candidate