Summary
Overview
Work History
Education
Skills
Timeline
Generic

Grace Ambrosio

Summary

Finance professional with a strong background in client relationship management and risk reporting. Experienced in collaborating with sales and trading teams to optimize service delivery for institutional clients. Aiming to leverage analytical capabilities and customer service experience to contribute to business advancement.

Overview

5
5
years of professional experience

Work History

Analyst- Synthetic Products Group (Equities Synthetic Middle office)

Goldman Sachs
New York
01.2025 - 04.2025
  • Deliver daily risk reports to senior stakeholders, tracking volumes booking accuracy, and breaches
  • Acted as a liaison between front/back office and clients to ensure seamless communication
  • Collaborated with sales & trading teams to align on client needs and trade execution
  • Supported 100+ institutional clients across Americas, EMEA & APAC in managing synthetic trade flow

Client Relationship Specialist

Charles Schwab
Naples
09.2022 - 11.2024
  • Assist clients with account servicing needs (check deposits, account monitoring, wire execution, clearing overdrafts, internal transfers)
  • Uncover business opportunities for in branch investment/ financial consultants
  • Scheduling appointments, account processing
  • Ensured accounts were updated to meet KYC standards.
  • Updating statement recipients
  • Assisted clients utilize Schwab online banking platform

Office Intern

Suplee Shea Cramer & Miller P.A
Sarasota
05.2020 - 07.2021
  • Filing/ Amending tax forms
  • Updating client records
  • Shadowed meetings with Raymond James Advisors

Education

B.S - Finance

Florida Gulf Coast University
Fort Myers, FL
12-2022

Skills

  • Risk management
  • Client servicing
  • Cross-functional collaboration
  • Account servicing
  • Client relationship management
  • Data analysis
  • Salesforce administration

Timeline

Analyst- Synthetic Products Group (Equities Synthetic Middle office)

Goldman Sachs
01.2025 - 04.2025

Client Relationship Specialist

Charles Schwab
09.2022 - 11.2024

Office Intern

Suplee Shea Cramer & Miller P.A
05.2020 - 07.2021

B.S - Finance

Florida Gulf Coast University
Grace Ambrosio