JUAN SANTACLARA
Chireno,USA
Summary
The role of investment assistant includes providing support to the executive vice president in daily tasks such as preparing the sale/purchase of bonds, record keeping of bonds/bank financials, and research of market events. The preparation of periodic financial reports that are presented to bank managers, board of directors, and bank auditors. Assistance in maintaining relationships with public deposit account clients to confirm their collateral value of their deposit accounts.
Overview
9
9
years of professional experience
Work History
Investment Assistant
Citizens 1st Bank
06.2019 - Current
- Assist in the purchase and sales in municipal, corporate, mortgage, and GSE bonds
- Sort through bond inventory from brokers
- Ensure that public depositors have sufficient collateral
- Create the daily cash flow and monthly bank financials
Plumbing Crew Student Leader
Stephen F. Austin State University
10.2015 - 06.2019
- Completed routine maintenance to residence halls
- Analyzed problems by communicating with faculty, staff, and students
- Instructed coworkers in daily tasks and activities
Orientation Leader
Stephen F. Austin State University
03.2017 - 08.2017
- Assisted new students in the transition to the university
- Answered questions and concerns to parents and family regarding campus life
- Aided in the course registration process for students
Education
B.B.A. - FINANCE
Stephen F. Austin State University
Nacogdoches, TX08.2019
Skills
- Proficient in Microsoft Word, Excel, PowerPoint and Access
- Limited proficiency in Spanish
General Member for the Nacogdoches Jaycees
A non-profit organization of community leaders and members that raises funds to donate to children and youth organizations.
Timeline
Investment Assistant
Citizens 1st Bank
06.2019 - Current
Orientation Leader
Stephen F. Austin State University
03.2017 - 08.2017
Plumbing Crew Student Leader
Stephen F. Austin State University
10.2015 - 06.2019
B.B.A. - FINANCE
Stephen F. Austin State University
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