Olivia Rhodes
Summary
Detail-oriented Securities Analyst skilled in financial analysis, cash flow management, and timely communication. Proven ability to analyze complex datasets and deliver actionable insights to enhance client portfolio performance.
Overview
1
1
year of professional experience
Work History
Securities Analyst II
Computershare
Houston
07.2025 - Current
- Managed and processed loan and security payments for multiple client portfolios daily, and effectively resolved variances while providing clear insights into account activities.
- Communicated and reconciled with agent banks to ensure clients are paid in a timely and correct manner.
- Delivered daily cash flow statements to clients, and was entrusted to move money based on these documents.
- Evaluate servicer performance to ensure compliance with stated agreements.
Securities Analyst
Aston Carter
Houston
09.2024 - 07.2025
- Analyze large volumes of financial data related to cash flow to generate reports that summarize cash positions.
- Ensures accurate financial reporting to meet daily and monthly deadlines.
- Analyze controlling legal documents to resolve issues related to payments and assess servicer compliance with contractual agreements.
Education
Masters - Business
The Citadel
Charleston, SC05.2025
Bachelor of Science - Mathematics, Economics
The University of The South
Sewanee, TN05.2023
Skills
- Proficient in Microsoft Excel
- Financial analysis
- SQL knowledge
- Compliance analysis
- Cash flow management
- Report preparation
Leadership Experience
- Sewanee Varsity Soccer Captain
- Citadel Soccer Team
References
References available upon request.
Timeline
Securities Analyst II
Computershare
07.2025 - Current
Securities Analyst
Aston Carter
09.2024 - 07.2025
Masters - Business
The Citadel
Bachelor of Science - Mathematics, Economics
The University of The South
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