Assistant Vice President (AVP)

Location:

Madison, NJ, 07940

Posted:

August 30, 2011

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Resume:

PROFILE

Actively seeking a position in the field of Financial Research/Asset Management to utilize

advanced analytical & research, excellent communication & project management skills

matched with a strong computer knowledge background.

EXPERIENCE

ClearLend Securities, a division of Wells Fargo© (2006-Present)

(FKA: Wells Fargo/Wachovia© Global Securities Lending, Short Hills, NJ)

Assistant Vice President & Head of Markets Data Research & Analytics: Assumed responsibilities

for managing Global Markets Reference, Trade, & Pricing Data in addition to managing

vendor relationships; Implemented the adoption of enterprise data standards and facilitated

management of its sourcing, business processes & maintenance models.

Analyst: Developed & prepared sophisticated financial revenue forecasting models in Securities

Borrowing & Lending for RFIs/RFQs/RFPs tendered by Global Institutional prospects

and clients’ alike. Lead initiative to transform current proprietary trading, reporting, & compliance

software platform from current US-centric status to a global one.

Thomson Reuters©, New York, NY (2005-2006)

Senior Associate: Fixed Income Strategic Intelligence & Analytical Services (FISI)

Performing in-depth research and analysis on Domestic Corporate Debt, US Sovereign Agencies

& Treasuries; Responsibilities encompassed performing financial analysis in areas such

as Risk Management, Asset Allocation & Spread Analysis.

Capital Bridge, Inc. , Hoboken, NJ (2002-2005)

Senior Analyst: Investor relations database encapsulating over 9,000 Investment Management

firms, 42,000 Mutual Funds and over 2300 Hedge Funds; Prepared and completed the

GICS® mapping and numerous hedge fund research projects; Supervising and training research

staff at overseas desk in Cape Town, South Africa.

Valji Bhimji & Co., Mumbai (Bombay), India (1994-2002)

Senior Vice President: Generated stock recommendations for large and mid-sized money

center banks, industrial conglomerates and broadcasting & media cos.’. Interacted extensively

with institutional clients and senior portfolio managers. Analyzed financial statements,

forecasted financial performance and performed valuation on companies using in-house developed

proprietary models in addition with EVA® . Cultivated relationships and raised capital

from High-Net Worth investors in Hong Kong. (2000-02)

Associate Research Analyst: Performed equity research analysis on UK & Asia-Pacific PLCs,

US conglomerates and retailing companies; Prepared financial earnings forecasting models.

(1997-1999)

Research Assistant: Brokerage operations, specializing in private brokerage, financial

consulting/advisory, and market-making. (1994-1997)

EDUCATION

Bachelor of Commerce/Accounts: Sydenham College of Economics & Commerce (India),

1996 (Rutgers, School of Business, Newark, NJ; Undergraduate in Finance/Economics*

(Dean’s List)

Awarded distinguishing honors in Accounting, Financial Management & Analysis, Economics

BLOOMBERG Professional® Global Product Certification (2007)

Financial Times New York Institute Finance (FT NYIF®) - Awarded Grade: A in ‘Advanced

Portfolio Management’ Course

SKILLS

7® Ultimate (x86/x64-bit), Windows XP® Professional SP3

Software Applications: Microsoft Office Professional Plus 2010/2007, Microsoft Excel 2010,

STATUS

Permanent eligibility to work in the United States; No sponsorships required.

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