Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Timeline
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Doug Fischer

Denville,NJ

Summary

Analytical Investment Associate with a proven track record of high productivity. Specialized in portfolio management, demonstrating expertise in critical thinking, problem-solving, and effective communication. Successfully navigates complex investment landscapes and builds strong client relationships. Committed to surpassing expectations and seeking opportunities for advancement.

Overview

2
2
years of professional experience

Work History

Middle Office Investment Associate

U.S. Bank
Hackensack, NJ
01.2023 - Current
  • Actioned daily outbound margin calls exceeding over $1 million for MRA, GMRA, MSFTA, and Derivative agreements.
  • Successfully handled a high volume of over 30 inbound margin calls, demonstrating strong responsiveness and attention to detail related to various bilateral agreements.
  • Collaborated with clients and various counter-parties on a daily basis to ensure efficient execution of over 250+ time-sensitive trade settlements.
  • Maintained seamless reconciliation of 400+ bi-lateral accounts by proactively communicating and verifying collateral balances and interest payments with counter parties on a monthly basis.
  • Oversaw the verification and allocation of more than $50mm in funding for multiple funds, ensuring immediate resolution of daily margin calls while maintaining sufficient resources for boxed trades.
  • Successfully addressed and rectified more than 10 discrepancies on a daily basis pertaining to collateral balances, repurchase agreement rolls, and position splits.

Finance Intern

U.S. Bank
Hackensack, NJ
06.2022 - 08.2022
  • Led a 5-person team in researching industry trends and the competitive landscape to support strategic decision-making.
  • Created presentations summarizing market trends, sector analysis, and company specific information for internal use or client distribution purposes.
  • Presented investment proposals to senior management team.
  • Gained understanding of different job responsibilities and the overall trade life cycle by shadowing team members.
  • Built relationships with clients, brokers, bankers, and other professionals in the finance industry.

Education

Bachelor of Science - Finance

Rutgers, The State University of New Jersey
New Brunswick, NJ
12-2022

Skills

  • Team Collaboration
  • Client Relations
  • Attention to Detail
  • Data Evaluation
  • Leadership
  • Adaptability

Accomplishments

  • Division II Rutgers Ice Hockey player
  • Served as Captain of 18U AAA American Hockey team
  • Chi Phi Fraternity Member
  • Deans list member

Affiliations

  • Golf
  • Sports teams
  • Lifting and running

Timeline

Middle Office Investment Associate

U.S. Bank
01.2023 - Current

Finance Intern

U.S. Bank
06.2022 - 08.2022

Bachelor of Science - Finance

Rutgers, The State University of New Jersey

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Doug Fischer