Financial Consultant
Resume:
Edward M. Kopera
Hamilton, NJ *8690
******@*****.***
PROFESSIONAL EXPERIENCE
ExtensisHR – Woodbridge, NJ Mar 2022 - Present
Sales Consultant
Creating and forming new and organic relationships with healthcare brokers to generate lead flow and new PEO clients.
Met and exceeded first year quota, closing 119% in total. 3 clients were brought on board totaling 56 lives.
Continuously generating multiple leads daily through brokers and a designed strategic process that includes: attending conferences, in person meetings, drops, cold calls, social media, email, personalized videos and zoom/MS teams.
Part of a team that is currently onboarding a new insurance carrier onto the ExtensisHR platform in New York state. Responsible for educating our healthcare brokers and prospects on the additional choice of Empire benefits. (Blue Access)
Elliott Management- New York, NY Feb 2017 – Mar 2022
Prime Services Support
Increased liquidity and cash with Elliott’s 14 prime broker relationships by processing and confirming margin requirements and asset-based financing on a daily basis.
Partnered with quant team to build calculators that estimated Elliott’s top day margin calls and determined where daily trades should clear, helping to maximize margin and asset financing.
Ensured all repo and cash trades were confirmed and booked properly into the Elliott proprietary systems via the New York and London trading floors.
Instructed and processed daily cash wires relating to margin calls with numerous prime brokers and Elliott’s cash settlements team via FED wire and SWIFT.
Caxton Associates LP- New York, NY Jan 2005 – July 2016
Middle Office Operations
Liaison between Caxton execution desk and sales traders to accurately capture, book, process, and confirm all equity/futures/FX/commodities/swap trading and credit indexes.
Managed a team of 2 Caxton employees on the NY trading desk, ensuring all trading controls and processes were handled properly throughout each trading day.
Fund/financed the Caxton US fixed income portfolio via broker dealers to generate positive returns in the repo market.
Executed residual FX trades for several Caxton traders up to a $1 million dollar tolerance and created and monitored FX roll reports for the firm on a monthly and quarterly basis.
Reduced risk by properly tracking, booking and confirming all daily trading activity for Caxton traders. By capturing costly errors and continuously improving upon existing processes, I was able to save the fund a significant amount of money over the years.
Processed daily cash wires, resolved daily trade breaks, and executed FX conversions to minimize currency risk generated from PNL.
Worked with the Caxton execution desk to improve product flows related to order execution, trade capture and trade reporting.
The Blackstone Group- New York, NY Jul 2002 – Jan 2005
Relative Value Fund (fund closed October 2005)
Trading Assistant
Supported the senior managing director and two PMs in all aspects of daily portfolio management.
Actively traded in the repo market via broker dealers to fund/finance the treasury portfolio and maximize repo carry.
Performed full completion of each trade after execution through liaisons with market makers and via electronic trading platforms.
Managed daily trade flow process to the third-party advisor (administrator), prime brokers and clearing houses in a timely and efficient matter.
International Funds Services- New York, NY Jan 2001 – Jul 2002
Middle Office Operations
Processed daily trading volume; including trade capture, settlement, confirmation, and allocation through the IFS proprietary system.
Generated real time P&L for various hedge funds and their individual strategies.
Investigated and reconciled account discrepancies of individual trades and resolved client trade break issues on trade date + 1.
Bank Financial Services Group- Princeton, NJ Jul 1998 – Jul 2000
Benefits Analyst
Designed retirement plans for officers of financial institutions, including supplemental executive retirement plans (SERPS), performance driven plans, and deferred compensation plans in accordance with their investment objectives.
Modeled the impact of Corporate Owned Life Insurance (COLI) on the client’s income statement and balance sheet; making strategic recommendations based on quantitative analysis.
Education
Dickinson College Carlisle, Pennsylvania
Bachelor of Arts May 1996
NCAA Division III Baseball
NCAA Division III Basketball
Computer Skills
Bloomberg, Reuters. Salesforce, ZoomInfo, Tableau
Excel, Word, PowerPoint
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