Sophia E. Taglich
Cold Spring Harbor
Summary
Results-driven professional with solid background in delivering impactful solutions. Proven track record in fostering team collaboration and adapting to changing needs. Skilled in strategic planning, project management, and client relations. Known for reliability, strong analytical abilities, and excellent communication skills.
Overview
6
6
years of professional experience
Work History
New Rates Sales/Trading Associate
Jefferies, Fixed Income Sales and Trading
New York, NY
09.2023 - Current
- Managed intraday risk positions to enhance desk P&L performance, resulting in over 1 million dollars in profits during a volatile, high-pressure rate environment.
- Facilitated riskless principal transactions between GSEs and institutional clients to achieve $50,000 in profit for the organization.
- Analyzed market conditions and submitted competitive bids in U.S. Treasury debt auctions, ensuring firm met its statutory obligations as a primary dealer.
- Executed order tracking and provided market insights to institutional clients, ensuring optimal trade execution and liquidity management.
- Monitored real-time economic indicators and news headlines to develop actionable market insights and trade ideas for clients.
- Managed execution of trades in treasuries, treasury futures, interest-rate swaps, and government agency securities, demonstrating comprehensive knowledge of diverse financial instruments within the rates desk.
- Advised on market demand for debt offerings from government-sponsored enterprises and executed trades to institutional end-users to enhance transaction efficiency.
Marketing and Social Media Intern
New Balance
Boston, MA
06.2022 - 12.2022
- Managed the publication process for over 250 apparel products on New Balance website, leveraging Salesforce Commerce Cloud to enhance product diversity.
- Collaborated with New Balance partners during weekly stand-ups to ensure alignment on product design and distribution strategies for sports products.
Marketing and Social Media Manager
Thrive Sports Performance
Syosset, NY
06.2020 - 01.2022
- Spearheaded creation and management of company Facebook, Instagram, and Snapchat accounts to enhance service promotion and client recognition.
Education
Bachelor of Science - Management
Boston College
Chestnut Hill, MA05.2023
High School -
Cold Spring Harbor Jr./Sr. High School
CSH, NY06.2019
Skills
- Proficient in Microsoft Office and Bloomberg
- Licensed in SIE, Series 7, and Series 63
Accomplishments
Technical: Proficient in Microsoft Office Suite, Bloomberg, SIE, Series 7, Series 63
Language: Basic Spanish
Timeline
New Rates Sales/Trading Associate
Jefferies, Fixed Income Sales and Trading
09.2023 - Current
Marketing and Social Media Intern
New Balance
06.2022 - 12.2022
Marketing and Social Media Manager
Thrive Sports Performance
06.2020 - 01.2022
Bachelor of Science - Management
Boston College
High School -
Cold Spring Harbor Jr./Sr. High School
NCAA ATHLETICS
Athletics Boston College Varsity Women’s Lacrosse, Chestnut Hill, MA Fall 2019-Spring 2023, NCAA Division I National Champion & Defender, Won the 2021 NCAA Division I National Championship, upsetting top-ranked UNC and Syracuse teams., Managed a 40+ hours/week lacrosse practice, game, and travel schedule in addition to academic responsibilities., Accolades:, 2021 NCAA Division I National Champion, 2022 & 2023 NCAA Division I National Championship Runner-Up, 2023 Welles Crowther Red Bandanna Award Recipient, 2023 ACC Tournament and Regular Season Champion