Nathan Glauser
Salt Lake City,UT
Summary
Analytical professional adept at leveraging data tools like Tableau and Alteryx to inform financial strategies and risk management. Recognized for transferring 230+ accounts seamlessly while maintaining trade value integrity across time zones. Engaged stakeholders through effective communication, fostering collaboration to achieve operational goals.
Overview
5
5
years of professional experience
Work History
Associate (GBM – Equity Derivatives)
Goldman Sachs
Salt Lake City, USA
09.2022 - Current
- Identified opportunities for alternative and proprietary investments within a $445bn+ asset base to optimize portfolio performance.
- Reduce the trading and sales risk at settlement by ~57% since Oct ’23 for equity derivative contracts
- Minimize number of pending wires, through capital calls or distributions, by 10-15% month over month
- Provide a 0.25 ROI in reconciling managed assets through Alteryx computer software, increasing efficiency and reducing risk
- Direct, listen, and collaborate with a team of 35-50 professionals to provide a 3-5% day over day curtailment of $10-15MM+ in pending funds for 12+ general partners or limited partners
- Led small team discussions 2-3 times a week to address risk reduction strategies and improve team collaboration.
- Engaged clients on trading back end processes to enhance understanding and streamline communication.
- Transfer 230+ accounts into another teams’ ownership while maintaining the ability to exchange an aggregated absolute value of over $100mm in trades across time zones for equities, Fortune companies, and differing trade dates
- Describe the highlights of projects, reduced KRI’s and team development over a 3–4-week time frame to various shareholders, allowing internal recognition from team members
Strategic Analyst
EDU-Turn
Salt Lake City, USA
08.2021 - 09.2022
- Conducted capstone internship identifying and addressing real-world challenges for stakeholders
- Researched, compiled, and analyzed affiliate marketing campaigns focusing on product research, traffic sourcing, and platform requirements
- Weekly stand-up meetings presenting marketing campaigns and proforma assumptions to a panel of 6-12 professionals and two directors at any given time
- Analyzed sales data of supplier and e-commerce platforms weekly using Tableau and QuickBooks
Education
BS - Information Systems
University of Utah
08-2022
BS - Entrepreneurship
University of Utah
08-2022
Skills
- Equity trading
- Portfolio management
- Financial modeling
- Risk analysis
- Data reconciliation techniques
- Google Analytics Individual Qualification
- Tableau
- Microsoft Excel
- Project management
- Client relationship management
- Stakeholder engagement practices
- Team collaboration strategies
- Analytical techniques
- Critical thinking skills
- Relationship-building techniques
- Task prioritization methods
- Microsoft PowerPoint
- Microsoft Word
Timeline
Associate (GBM – Equity Derivatives)
Goldman Sachs
09.2022 - Current
Strategic Analyst
EDU-Turn
08.2021 - 09.2022
BS - Information Systems
University of Utah
BS - Entrepreneurship
University of Utah