Kate Festa
New York,NY
Summary
Experienced in analytical and problem-solving skills, thriving in a fast-paced, data-driven environment. Keen interest in global capital flows and socioeconomic factors that influence investment decisions, fueling a passion for making a meaningful impact. Successfully streamlined processes and improved operational efficiencies through data analysis and strategy development. Seeking a client-facing market integration role within financial services to apply transferable skills and contribute to organizational success.
Overview
3
3
years of professional experience
Work History
Legal Operations Analyst
Webull Financial, LLC
07.2024 - Current
- Completed legal processes for client liens, levies, garnishments, information requests and take appropriate action to restrict account access, liquidate positions, and/or pay creditors
- Corresponded with government entities to provide updates on cases and liaison on decision making
- Managed vendor relationships to ensure firm's standards and requirements are aligned
- Spearheaded process automation initiatives, reducing manual efforts required in day-to-day operations tasks significantly.
- Improved reporting accuracy with implementation of advanced data validation techniques.
- Streamlined project management processes, improving team collaboration and output.
- Designed training programs for new software tools, enhancing team productivity.
- Enhanced operational efficiency by streamlining data collection and analysis processes.
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
Investor Relations & Business Development Intern
Verition Fund Management
06.2023 - 08.2023
- Attended and observed meetings with current and potential investors to gain insights and support relationship-building efforts.
- Created updated investor pitch and product offering analysis, leveraging competitor insights to support fund-wide alpha generation initiatives.
- Shadowed the Business Development Team during potential hire interviews and in-person meetings with external recruiters to gain insights into fund staffing needs.
- Collaborated on analyzing historical performance by comparing the fund’s quarterly returns since inception to the VIX and S&P 500.
Bravado Tour Merchandising Intern
Universal Music Group
06.2022 - 08.2022
- Conducted closing sale settlements for various UMG artists
- Assisted in large-scale merchandise sales forecasts for upcoming world tours to determine production quantities
Education
Bachelor of Science in Business Administration - Global Management
Bucknell University
Lewisburg, PA05.2024
Skills
- Excel
- Excel Macros (VBA)
- Python programming
- Microsoft Office
- Microsoft PowerPoint
- Greenhouse
- Time management
- Teamwork and collaboration
- Problem-solving abilities
- Interpersonal skills
Timeline
Legal Operations Analyst
Webull Financial, LLC
07.2024 - Current
Investor Relations & Business Development Intern
Verition Fund Management
06.2023 - 08.2023
Bravado Tour Merchandising Intern
Universal Music Group
06.2022 - 08.2022
Bachelor of Science in Business Administration - Global Management
Bucknell University
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