Michael Rosario
Highland Mills
Summary
Hardworking, passionate analyst eager to deepen financial knowledge and industry experience to create value and maximize operational potential.
Overview
4
4
years of professional experience
Work History
Institutional Client Account Services Associate
Lazard Asset Management
06.2022 - Current
- Helped large volume of new account onboarding every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills and analytics to identify client needs and operational logistics to provide appropriate solutions.
- Responded to custodian and broker account service requests daily with timely solutions while maintaining positive relationships.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Fixed Income Margin Analyst
Daiwa Capital Markets America
05.2021 - 06.2022
- Evaluated day to day exposure of over 200 counterpart's using financial models, historical data, operational activities and future objectives
- Tracked and recorded key operational and financial performance metrics to support strategic initiatives and identify trends, risks and potential areas for improvement
- Streamlined manual processes to increase productivity and maximize work flows
- Developed and deepened client relationships to cement profitable partnerships
Operations Analyst
TradeStation Securities
01.2021 - 05.2021
- Played a key role in the Automated Customer Account Transfer (ACAT) System, processed more than 50 accounts per day through ACAT system
- Reviewed and completed ACAT Settlement Reports, ACAT in Review Reports, ACAT Forms, and Cost Basis Reports on a daily basis
- Worked closely with Securities Lending Team to help with high volume and increase productivity
- Proficient with FIS Phase3 System to perform daily processes
Education
Bachelor of Arts - Finance
Fairleigh Dickinson University: Silberman School Of Business
Madison, New Jersey05.2021
Skills
- Microsoft Office
- Google Drive
- Charts/Graphs
- Financial Analysis
- Market Research
- Organization Skills
Affiliations
- Small Business owner and stock trader
- Fairleigh Dickinson's Mens Soccer Team, member of Student Athletic Advisory Committee
- Treasurer and Public Relation Chair of the Iota Kappa Chapter of Sigma Chi International Brotherhood
- Harvard University, EDX Online Course in Entrepreneurship in Emerging Economies
References
- Will furnish upon request
Timeline
Institutional Client Account Services Associate
Lazard Asset Management
06.2022 - Current
Fixed Income Margin Analyst
Daiwa Capital Markets America
05.2021 - 06.2022
Operations Analyst
TradeStation Securities
01.2021 - 05.2021
Bachelor of Arts - Finance
Fairleigh Dickinson University: Silberman School Of Business
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