Victor J. Fallas

*** **** **, ************, **, *9106 Cell: 609-***-**** admat8@r.postjobfree.com Education

TEMPLE UNIVERSITY, The Fox School of Business, Philadelphia, PA Master of Science, Financial Analysis, to be awarded May 2022

• CFA Level I candidate, Charter Financial Analyst – May 2021 The Fox School of Business, Philadelphia, PA

Bachelor of Business Administration, Finance & Management Information Systems, awarded May 2015

• Consumer Sector - Lead Analyst, The William C. Dunkelberg Owl Fund, August 2014 – May 2015

• Member, Temple University Investment Association, September 2013 – May 2015 Academic Project

Lead Analyst – Consumer Sector: The Owl Fund August 2014 - May 2015

• Lead Analyst in student run portfolio comprised of $250k+ of Temple University’s endowment. Prepared stock pitches and initiating coverage reports by conducting financial analysis and relative valuation. Created forecasts, discounted cash flow models and relative valuation tables to support research in initiating coverage reports.

Experience

THE GLENMEDE TRUST COMPANY, Philadelphia, PA

Senior Associate: Project Management Middle Office & Finance teams May 2018 - Present

• Analyze investment portfolios for prospective and existing clients for pricing, rebalancing, SMA’s, private asset and other administrative requests.

• Provide project support for the investments and wealth management teams, in particular working with model portfolios within Charles River, InvestEdge and other downstream platforms.

• Conduct research of an international equity fund and provide monthly performance and rebalancing updates to all portfolio managers across the firm. JP MORGAN CHASE & Co., Newark, DE July 2015 - May 2018 Stock Loan Middle Office Analyst: Operations Analyst Development Program Graduate

• Served as Trading Assistant for the domestic stock loan desk, providing support for 8 equity traders based in New York.

• Managed a team of two other analyst and was responsible for all escalations and metrics reporting to senior executives

• Led successful migration of three operations and settlements roles to Buenos Aires, Argentina. Traveled to Argentina alone to Conduct trainings and testing for 3 months abroad with the team after the transition PRUDENTIAL FINANCIAL, Newark, NJ June 2014 - August 2014 Summer Internship Program: Regulatory Compliance Intern

• Supported Market Conduct Examination Group to gather and prepare requested data by FINRA and State Departments of Insurance for regulatory exams for PRUCO Reps

• Created a database to track U5 & U6 filings conducted by FINRA using WebCRD, in order for the Regulatory Compliance Unit (RCU) to track PRUCO terminations Additional

Native Spanish Speaker DTC Settlements SAS Enterprise FIS: Loanet & Global Plus Charles River Investment Management Bloomberg Factset CapIQ