Marco Califano
Nutley,NJ
Summary
Detail-oriented and proactive Trade Support Operations Specialist with extensive experience in mutual fund operations within a fast-paced, high-pressure asset management environment. Excelled in end-to-end trade lifecycle management, processing high-volume daily mutual fund trades, institutional money market and sweep fund settlements while consistently meeting strict 4:00 PM ET submission deadlines with 100% accuracy. Skilled in verifying wire settlement amounts, reconciling positions and cash balances, resolving trade exceptions, and collaborating cross-functionally with portfolio managers, financial advisors, traders, and compliance teams to ensure seamless execution, regulatory adherence, and minimal operational risk. Proven ability to thrive under tight timelines, drive process improvements, and maintain exceptional data integrity in time-sensitive settings. Actively seeking to advance expertise through continued education in finance, including pursuing relevant certifications to deepen knowledge in investment operations and financial market.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Mutual Fund Trade Support Operations
Morgan Stanley
03.2023 - Current
- Thrived in a fast-paced environment by executing and processing high-volume daily mutual fund trades (purchases, redemptions, exchanges) from portfolio managers, ensuring timely submission to fund companies, transfer agents, and custodians via platforms such as the NSCC or direct channels
- Monitored trade status, confirmed executions, and resolved rejected or pending trades by coordinating with financial advisors, transfer agents, and internal trading desks, minimizing settlement delays and operational disruptions.
- Processed daily settlements for $500M+ in institutional money market and sweep funds with 100% wire accuracy
- Ensured compliance with SEC regulations, internal policies, and industry standards during trade processing.
Mutual Fund Corporate Action Consultant
Morgan Stanley
08.2022 - 03.2023
- Monitored, interpreted, and processed corporate actions notifications for mutual fund companies, including stock splits, dividends, mergers, acquisitions, tender offers, and ensuring timely and accurate updates to fund holdings.
Intern
Robert Wood Johnson Barnabas Health
06.2021 - 08.2021
- Actively participated in all cycles of Healthcare financials.
- Assisted in creation of cash flow statements
- Assisted in implementation of new software
- Managing patient to company insurance billings.
- Developed business, financial and analytical skills needed for career.
Volunteer
St. Vincent Church
07.2018 - 10.2018
- Maintained clean, neat and operational facilities to serve program needs.
Education
BBA - Finance
Loyola University Maryland
Baltimore, MD05.2022
Skills
- Microsoft Excel proficiency
- Experienced with Microsoft Office applications
- Proficiency in financial systems/platforms
- Risk management
- Effective time management
- Proven ability to maintain accuracy and composure in fast-paced, high-pressure environments
- Effective team collaboration
- Client support
Certification
- CFA Level 1 Candidate
- Bloomberg Market Concepts
Timeline
Mutual Fund Trade Support Operations
Morgan Stanley
03.2023 - Current
Mutual Fund Corporate Action Consultant
Morgan Stanley
08.2022 - 03.2023
Intern
Robert Wood Johnson Barnabas Health
06.2021 - 08.2021
Volunteer
St. Vincent Church
07.2018 - 10.2018
BBA - Finance
Loyola University Maryland