Isaiah Tang
Cerritos
Summary
Operations Analyst with focus in derivatives processing, reconciliation, and financial reporting. Strong understanding of investment management and alternative investment products, including swaps and options. Ability to multitask and perform efficiently in fast-paced environments, both individually and in team settings.
Overview
3
3
years of professional experience
Work History
DERIVATIVES OPERATIONS SPECIALIST
State Street
02.2024 - Current
- Manage derivative transactions in OTCHUB, including trade posting, dividend accrual and payments, and security pricing
- Reconcile daily cash and position breaks between clients and brokers.
- Assists Client Operations by COE data for accurate preparation of financial and management reports.
- Conceptual application of investment strategies including; Credit Default Swaps, Interest Rate Swaps, Total return Swap, Options, and CFD's.
- Process corporate actions efficiently, assessing their impact on fund performance.
- Collaborates with internal teams and external brokers to resolve issues and to improve operational efficiency.
EQUITY ANALYST
Beach Investment Group (BIG)
06.2022 - 05.2023
- Collaborates with a team of30 to manage nearly1 million dollars’ worth of portfolios on behalf of3 non-profit clients
- Assessed company investment potential by examining historical trends, current activities, and stated plans
- Developed comprehensive company valuations to inform investment decisions
- Interpreted data on price and yield future investment-risk trends, economic influences and other factors affecting investment programs
- Built and presented investment proposals for clients
- Produced financial models for buy and sell recommendations within multiple industries
Education
California State University of Long Beach (CSULB)
05.2023
Skills
- Microsoft PowerPoint
- Microsoft Excel
- Project management
- Bloomberg Markets Concepts Certification, Bloomberg Education, 2022
Timeline
DERIVATIVES OPERATIONS SPECIALIST
State Street
02.2024 - Current
EQUITY ANALYST
Beach Investment Group (BIG)
06.2022 - 05.2023
California State University of Long Beach (CSULB)
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