Kayla Knudsen
Orange City
Summary
Seasoned Senior Analyst in Investment Banking, offering deep understanding of financial modeling, risk assessment and portfolio management. Strong leader with demonstrated success in fostering productive team environments and delivering high-quality investment strategies. Proven ability to make impactful decisions under pressure and deliver results that drive company profitability and growth.
Overview
12
12
years of professional experience
Work History
Senior Analyst - Investment Banking
BNY Mellon
Lake Mary
05.2019 - Current
- Subject matter expert in global and domestic trade markets.
- Identifying underlying issues with unmatched and DK'd trades amongst numerous markets.
- Wire investigation
- Subject matter expert in Triparty repo and time deposit processes.
- SWIFT payment and trade instruction analysis
- Cash and security reconciliation
- Training and support for junior associates
- Assisted in analyzing financial data to support investment strategies.
- Conducted market research to identify emerging trends and opportunities.
- Collaborated with senior colleagues on due diligence processes for potential investments.
- Developed presentations for internal stakeholders summarizing key findings and recommendations.
- Engaged in team discussions to enhance analytical methodologies and reporting tools.
- Provided insights on portfolio management strategies based on thorough data analysis.
- Streamlined documentation processes for greater efficiency in project workflows.
- Ensured regulatory compliance by adhering to industry standards and legal requirements in all transactions.
- Enhanced team productivity with streamlined processes for data management and reporting.
- Achieved successful mergers and acquisitions through thorough due diligence and strategic negotiation.
- Strengthened client relationships through timely communication of market insights and customized investment solutions.
- Collaborated with cross-functional teams to execute complex transactions involving multiple stakeholders.
- Mentored junior analysts, providing guidance on best practices in investment banking methodologies.
- Improved operational efficiency by implementing new technologies for trade execution, order management, and data analytics.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Served as point of contact for high profile clients. Most portfolios exceeding a 500mm + assets under management.
Advisor Services - Service Team member
Charles Schwab & Co
Orlando
05.2017 - 11.2017
- Processing of SLOA, DPOA and POA documents
- Account maintenance
- Instruction of cash movements
- Assisted clients with account inquiries, enhancing customer satisfaction and retention.
- Processed transactions accurately, ensuring compliance with internal policies and regulations.
- Collaborated with team members to streamline service processes, improving efficiency and response times.
- Resolved client issues promptly, demonstrating adaptability in high-pressure situations.
- Educated clients on investment products, fostering informed decision-making and engagement.
- Supported onboarding processes for new clients, ensuring a smooth transition into services offered.
- Maintained a clean and organized workspace, contributing to a positive work atmosphere for both employees and customers.
- Demonstrated flexibility in scheduling by working various shifts as needed, including weekends and holidays, exhibiting reliability as a team member.
- Displayed a strong work ethic by consistently arriving on time, prepared for shifts, and exhibiting a positive attitude towards team members and customers alike.
- Assisted in training new team members, ensuring adherence to company standards and policies.
- Improved customer satisfaction by providing timely and efficient service in a fast-paced environment.
- Handled customer inquiries with professionalism, addressing concerns promptly to ensure their satisfaction.
- Supported fellow team members during high-volume periods by effectively multitasking between various roles when needed.
- Displayed professionalism when interacting with children, families, partners, fellow team members, managers and other program members.
Senior Administrator - New Account Opening
Charles Schwab & Co
Orlando
04.2014 - 05.2017
- Specialized in account opening for various brokerage account types
- Subject matter expert in trust, retirement and corporate account set up
- Escalation contact for service team members
- Sole management of the team escalation and email box. I would prioritize tasks by risk level and required market deadlines.
- Streamlined administrative processes to enhance operational efficiency and reduce turnaround times.
- Developed and implemented training programs for new staff, fostering a culture of continuous improvement.
- Managed scheduling and coordination of executive meetings, ensuring optimal use of resources and time.
- Oversaw document management systems, improving accessibility and compliance with regulatory standards.
- Analyzed workflow procedures to identify bottlenecks, leading to enhanced productivity across teams.
- Kept office operations running smoothly by providing effective leadership and administrative skills.
- Served as a key point of contact between management and employees, addressing concerns promptly and professionally to maintain a positive work environment.
- Assisted in the recruitment process by screening resumes, conducting interviews, and making hiring recommendations based on candidate qualifications.
- Seved as subject matter expert for complex accounts. Some examples of this include corporate accounts, trust accounts, DPOA's, guardianship and conservatories.
- Processed new account applications and liaged with clients for any missing information.
Education
High School Diploma - General Studies
Rome Free Academy
Rome, NYSkills
- Microsoft Excel
- Credit analysis
- Cash flow analysis
- Due diligence
- Valuation techniques
- Portfolio management
- Trading strategies
- Fixed income analysis
- Corporate finance
- Mergers and acquisitions
- Equity research
- Client servicing
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Active listening
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Relationship building
- Task prioritization
- Self motivation
- Analytical thinking
- Goal setting
- Risk assessment
- Professionalism
- Client relationship development
- Time management abilities
- Continuous improvement
- Adaptability
- Trade analysis
- Cash reconciliation
- Regulatory compliance
- Market research
- Client relationship management
- Process improvement
- Team mentorship
Languages
English
Full Professional
References
References available upon request.
Timeline
Senior Analyst - Investment Banking
BNY Mellon
05.2019 - Current
Advisor Services - Service Team member
Charles Schwab & Co
05.2017 - 11.2017
Senior Administrator - New Account Opening
Charles Schwab & Co
04.2014 - 05.2017
High School Diploma - General Studies
Rome Free Academy