BRENDA URIBE
Yuma,AZ
Summary
Enthusiastic individual seeking opportunities to expand their finance knowledge and further gain analytical skills.
Overview
4
4
years of professional experience
Work History
Fixed Income Analyst
The Vanguard Group Inc.
09.2022 - Current
- Ensured timely settlement of fixed income securities including MBS pools/TBAs, treasuries, corporate, and municipal bonds settling through Aladdin to minimize tracking error and cost to the funds.
- Trained new interns by providing expert knowledge on corporate bonds and guidance with settling trades by leveraging available resources to research and find accurate resolutions.
- Collaborated closely with business partners including middle office, custodian banks, broker/dealers, and internal service teams to problem solve trading issues.
Asset Transfer Specialist
The Vanguard Group Inc.
06.2020 - 09.2022
- Supported clients with account openings, assets transfers, rollovers, and outgoing transfer requests.
- Cultivated better ways of working through problem-solving initiatives and being involved in standard work that allowed crew to help unprepared clients with their asset transfers.
- Partnered up with internal business partners and financial institutions to better assist clients with not in good order requests by providing guidance to clients to ensure correct requests are being submitted.
Brokerage Investment Professional
The Vanguard Group Inc.
08.2019 - 06.2020
- Assisted clients with account maintenance inquiries including digital help, completing forms, general questions, and tax forms.
- Exceeded department expectations for OKRs and coached peers by sharing best practices while they shadowed my calls.
- Strengthened clients by guiding them to the Vanguard website to find resources that would expand their investment knowledge.
Education
MBA - Finance
Grand Canyon University
Phoenix, AZ02.2023
Bachelor of Science - Finance And Economics
Grand Canyon University
Phoenix, AZ04.2019
Skills
- Detail oriented
- Bilingual in Spanish (both written and verbal)
- Experienced with time management and meeting daily deadlines
- Problem-solver
- Microsoft Excel
- Able to train others
- Cross-team collaborator
- Excellent verbal and written communication skills
- Independent worker
- Expertise on Aladdin by BlackRock
- Knowledge of CTM
Timeline
Fixed Income Analyst
The Vanguard Group Inc.
09.2022 - Current
Asset Transfer Specialist
The Vanguard Group Inc.
06.2020 - 09.2022
Brokerage Investment Professional
The Vanguard Group Inc.
08.2019 - 06.2020
MBA - Finance
Grand Canyon University
Bachelor of Science - Finance And Economics
Grand Canyon University
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