Analyst

Greg Forrest

*** ***** ********* ****** *** Angeles, CA 90005| **********@*****.*** | 813-***-****

Work Experience

Analyst at Citi Sep ’11 - present

Responsible for the reconciliation, rate validation and payment allocation of income events including fixed income, mortgage-backed securities and equities for Citibank institutional clients.

Custodian for Citibank private banking clients investing in basket securities including exchange-traded funds (ETFs), Holding Company Depositary Receipts (HOLDRs) and Standard & Poor's Depositary Receipts (SPDRs).

Retail Account Management Intern at T. Rowe Price Investments

Oct ’10 - Apr ’11 (6 mo.)

Processed both retail and retirement trades for client accounts. This included purchases, redemptions, and exchanges for both core clients and high-net-worth clients. Performed callouts and sent correspondence as needed.

Assisted with updating and maintaining client databases in an environment requiring dual computer screens and several software programs, operating simultaneously.

One of two interns chosen from a group of twelve to be transferred to a department with work requiring increasingly more complex trades.

Market Analyst at BDS Marketing Jan ’10 - Jul ’10 (6 mo.)

Increased sales of client’s products in retail stores by gathering first-hand market analytics.

Compiled and presented ad hoc reports to management, which was directly inserted into the market strategy of the client company.

Market Analyst at Action Link Marketing Nov ’07 - Jun ’09 (1 yr. 7 mo.)

Increased sales of client’s products in retail stores by gathering first-hand market analytics from several retail locations in several different counties.

Compiled and presented ad hoc reports to management, which was directly presented to the Vice President of Marketing of the client company.

Market Analyst Intern at OSI Restaurant Partners LLC

May ’08 - Sep ’08 (4 mo.)

Assisted the Vice President of Inclusion and Diversity with analysis of local markets of proprietors. Formulated several ad hoc reports that contributed to the design of market plans vital for service delivery in over 800 locations.

Education

Master of Science in Entrepreneurship

University of South Florida Aug ’09 - May ’11 (1 yr. 9 mo.)

A unique program that offered courses in: venture capital, private equity, business planning, market assessment, product development, strategic management, and more. Graduated with a 3.63 grade-point-average.

Some School Projects

1. Participated in the Fintech 24-hour MBA Business Plan Competition, formulating a strategic analysis for national supermarket chain and pitching the plan to its upper-level management team.

2. Created and pitched a complete business plan for an early-stage software development company specializing in online ordering and reservations systems for ‘mom-and-pop’ style restaurants. Plan included financial modeling, service pricing, market segmentation, marketing strategy, cash burn schedule, and more. Gazelle Labs chose company for acceleration and incubation.

3. Created and pitched a market assessment for an early-stage biotechnology company with a large intellectual property portfolio consisting of cancer therapies. One of three out of 24 MBA groups chosen by Draper Laboratory for further investigation.

Bachelor of Science in Management

University of Tampa Aug ’05 - May ’09 (3 yr. 9 mo.)

A program that provided the knowledge and skills required to effectively lead an organization. It provided a focus on principles of finance, marketing, international business, and more. Made the Dean’s List.

Software Competencies

Bloomberg

Microsoft Excel (formulas, vlookups, pivot tables, etc.)

Microsoft Access (building databases, importing/exporting data, queries, etc.)

Microsoft PowerPoint, Outlook, and Word

SPSS Statistics, SAS Statistics

Automated Work Distributor

TA2000/NT Desktop financial system

DST Financial System

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