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Trading resumes in Schwenksville, PA

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Investment Analyst Program Assistant

Conshohocken, PA
... Acted as point of contact for family office and hedge fund prime broker accounts, executing large equity and option trades with block trading desk, and DVP trade settlement resolution. Increased fee based revenue from 12% to 48% of total assets ... - 2021 May 24

Analyst Financial

Philadelphia, PA
... 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 ... - 2021 May 10

Sap Consultant

Berwyn, PA
... Responsibilities: Point person for EDI integration efforts Gathered and analyzed client’s and trading partner specific requirements, and created mapping specifications for all types of Inbound and Outbound EDI transactions Planed, coordinated and ... - 2021 Apr 28

Corporate Attorney

Conshohocken, PA
... statement disclosures and Board Materials relating to money market funds, liquidity risk management processes, and affiliated trading transactions • Advise on distressed debt and bankruptcy workouts including the review and revision of Forbearance ... - 2021 Apr 09

Customer Service Sales

Ambler, PA
... Event set up and breakdown - Event and party staff - Customer service representative Keyholder Earthbound Trading Company Sep 2015 - May 2016 (9 months) -My primary responsibilities included shipping and receiving as well as weekend closing manager. ... - 2021 Apr 08

Manager Life Insurance

Birdsboro, PA
... Became a subject matter expert on Strategy Manager and the trading workflow in order to assist Portfolio Managers. Became accredited in SWP Foundations within the first two months of being hired. Currently owning a specific product line on the ... - 2021 Mar 22

Assistant Management

Lansdale, PA
... PA Private Wealth Intern Dec 2019 – Jan 2020 • Updated excel files to reflect client holdings based off market movements and firm trading • Researched potential investment opportunities within ETFs, CEFs, and mutual funds for blog posts ADDITIONAL ... - 2021 Mar 08

Manager Front Office

Royersford, PA
... New York, NY Manager Structured Equity Products - Asia, Europe & NY Established and maintained new trading platform for Synthetic Notes/Equity Linked Notes in Asia, Europe and NY Worked directly with head trader on all aspects of the trades – ... - 2021 Mar 08

Wholesale Production Support Processor

Norristown, PA
... A Fulton School of Engineering IMPACT Award Recipient Spring 2020 • 3x Dean’s List RELEVANT COURSEWORK • ASU Trading & Investment Certificate Program • CIS 310: Business Data Visualization • CIS 405: Business Intelligence SKILLS • Eagle Scout • TD ... - 2021 Jan 24

Medical Billing Data Entry

Philadelphia, PA
... Updating and maintaining settlement, trading, commission and mutual fund accounts as well as perform the data entry for such accounts. Establish networking between the mutual funds’ companies and the firm. Central Assets Department Associate: ... - 2020 Dec 28
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