Associate

Andrew T.B. Shepard

**** ******* ****** *** ******, MD 21204 443-***-**** ***************@*****.***

Experience

Morgan Stanley Baltimore, MD

Prime Brokerage, Associate (2016-current)

Manage prime brokerage accounts for the completion of trade clearing, cash movements and the transferring of assets between accounts.

Act as a team lead and point of contact for the communication of new compliance rulings.

Create and maintain volumetric data on client activity, using this information to enhance the team’s allocation of resources.

Actively monitor margin and treasury requirements to ensure timely clearing and settling of cash and security movements.

Provide day to day processing for movements of OTC derivatives and collateral swap products between internal/external prime brokerage accounts.

Main point of contact for risk, OFAC, and AML related inquiries from clients and various internal groups.

Collateral and Indications, Analyst (2014-2016)

Produced accurate and timely completion of indicative pricing and valuation reports on various FID and equity products.

Monitored collateral thresholds and requirements for accounts across all entities.

oExecuted margin calls for clients who were short on collateral requirements.

Revised and implemented Microsoft Excel macros for manual pricing processes.

Created an unofficial daily market update, raising awareness economic data which had significant impact our day to day functions. This report was sent to the global collateral and indications team, over 50+ members.

Point of contact for all FID and equity pricing queries.

Education

Washington College Chestertown, MD

Bachelor of Science in Economics, May 2013

Omicron Delta Epsilon – Economics Honor Society

Alex Brown Investment Club

-Managed over $800,000 w/ average ROI of 13.9%.

C.V. Starr Center Coordinator

- Organized and coordinated lectures from prominent speakers and politicians, including authors Richard Beeman and Pervez Musharraf.

Global Leadership Program (Rome)

-Selected by administration and professors to take part in a leadership based global study program with students from 12 different countries.

Personal

Triathlete and cyclist

Skills

Proficient in Microsoft Word, Office, Excel, PowerPoint, Risk Management, IBM SPSS, and Bloomberg.

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