Tunde Shobanjo
Chicago, IL 60610
(312) 504 - 4403
*************@*****.***
Dynamic, creative and proactive finance professional with broad financial advisory, research and investment experience. A cross-functional expertise in Asset Management with a focus on Funds (Hedge Funds and Mutual Funds), and brokerage industry. More than 5 years experience in the financial services industry, combining analytical skills with business acumen to positively contribute to organization’s bottom-line.
A strong record of business relationships, problem solving, and team a player with proven leadership qualities, and interest in the stock market and investing.
Excellent communication and organizational skills and currently embarking on the CFA.
PC skills including SQL, Bloomberg, ADP, Advent, Outlook, Excel, Word, and PowerPoint
EXPERIENCE
Goldman Sachs – Chicago, IL
Goldman Sachs Asset Management (GSAM)
Operations Analyst, 01/2006 – 08/2006 (Contract)
Working on a project in the Partnership Services Team (PSC) in the Goldman Sachs Asset Management department to reconcile and align client account data between external fund administrators (Global Alpha) and Goldman Sachs internal system (Account Master/CAOS). Worked on Products that include alternative investment partnership products include onshore and offshore hedge funds, private equity funds, and exchange funds. Constantly communicated with Client Analysts on any changes or updates to client account, and updated the information on internal system (Common – Register).
Key Responsibilities:
• Assisted and supported fellow team members on time sensitive projects.
• Updated internal system (Account Master/CAOS), by informing and confirming with fellow Client Analysts on any changes on high net worth clients’ accounts within Goldman Sachs Asset Management (GSAM).
• Focused on hedge fund and exchange fund servicing including redemption approval, oversight of settlement processes and accounts, and interacting with clients.
• Daily, Weekly, and Monthly NAV calculations for clients.
• Monitored, instructed and verified payments with external vendors
• Liaised with a variety of group including Special Investments, Private Wealth Management teams, Institutional Client Services, GSAM Tax, GSAM Legal, Portfolio Management, and Controllers
MCI – Chicago, IL
Implementation Analyst, 1/2003 – 5/2005
Provided key financial operational support for company’s data and voice business. Worked in a team to help reduce millions of dollars backlog and back billing of contracts. Analyzed and adjusted client contract statements to meet client specific requirements. Reviewed and reconciled client accounts in excess of $1 million. Prepare client budget comparison reports, reviewed customer contracts and designed alternate rate plan, while continually working under multiple deadlines.
Key Responsibilities:
• Worked in a team to help reduce (by more than two thirds) over $50 million back log of contracts.
• Developed good multitasking and organizational skills.
• Trained and supervised new staff analyst on company’s proprietary invoicing systems.
• Initiated daily meetings with various departments to provide enhanced inter-departmental communication, resulting in more precise sales projections.
Left to pursue full time MBA
Envestnet PMC – Chicago, IL
Data and Conversions Associate, 12/2001 – 12/2002
• Analyzed Mutual Fund performances and recommended funds to Broker Dealers.
• Produced marketing material and financial reports to promote available funds.
• Posted daily investments and mutual fund transactions to internal systems. Analyzed performance and risk dynamics of financial instruments.
• Processed Corporate Action related activities daily and Client Account Reconciliations.
• Analyzed financial information detailing assets, liabilities, and capital, and prepared reports to summarize and interpreted recommended mutual funds and equities for department managers and brokers.
Left due to downsizing
TD Waterhouse Investor Services – Chicago, IL
Account Officer/Stock Broker, 5/2000 – 10/2001
• Employed numerous investment instruments in complex option hedging strategies and trading scenarios, including fixed-income, bonds, and equity securities.
• Worked on telephone and internet related fund inquires. Consulted with high net worth clients to process stock market transactions and margin calculations, corporate action, and account reconciliation; increased asset accumulation and improved client retention by providing excellent customer service.
Left due to downsizing
EDUCATION
CFA Candidate - Present
Wilberforce University – Wilberforce, OH
BSc in Business Administration
Graduated Cum Laude
Vice President of the Student Committee