Robert Ervin - Office Associate Resume Simple
A highly motivated, detail-oriented, and conscientious professional with a strong background in the banking industry. I am seeking a position that will allow me to utilize my skills and experience.
  • compliance, operations, derivatives, credit, solutions, clients
  • presentations, securities, investments, quantitative, cash, credit, reports, trading, clients, analysis
  • 2017-12-262017-12-26

    Office Associate

    Cornerstone Staffing

    • Responsible for the day-to-day operations of the portfolio of clients. Worked with the compliance team to ensure that all client information was accurate and in accordance with the company policies.
    • Developed and implemented credit rating models for the portfolio of the firm. This included the development of a new model to track the performance of the client.
    • Analyzed and researched derivatives and other financial solutions to ensure that the client was in line with the investment policy.
  • 2017-12-262017-12-26

    Senior Analyst

    Pls Financial Services

    • Provided daily reports to clients and traders on cash flows, credit risk, and liquidity needs. Created and maintained a database of all types of transactions.
    • Performed quantitative analysis of securities and investments to determine the best investment strategies for the client. Developed and implemented a new process to track and report on the performance of the portfolio.
    • Provided support to the trading desk and the traders in the development of the investment portfolio. Developed and maintained a model to track the performance of the portfolios.
    • Designed and implemented a new process to track and report on the sales of the company. This included the creation of a new product line, tracking and monitoring the progress of the project.
    • Prepared presentations for the Board of Directors and executive Committee. Assisted in the preparation of the annual operating plan.

 New Hampshire Thrift Bancshares, Inc. 

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