JESSE NAVA
[email protected] 13806 Walkers Creek Dr. Charlotte, NC 28273 Telephone: 704-609-5831 PROFILE SUMMARY Ambitious young professional with proven track record of experience looking to o btain a full time position in Banking, Corporate Finance, Portfolio Management o r Investments. Strong ability to thrive in any environment, works well with team s and able to conduct business in Spanish. WORK EXPERIENCE US Bank Corporate Trust, Charlotte, NC (August 2008 - Present) Structured Finance Analyst - Currently manage and maintain a Collateralized Debt Obligation (CDO) portfolio in excess of $1.6 billion in cash and communicate wi th the collateral manager, as the client, to fund trades and balance accounts. A s team lead, working closely with traders and relationship managers is crucial t o achieve accuracy and compliance. Maximum earnings potential of the portfolio i s enhanced on a daily basis by closely monitoring invested and un-invested cash. In addition to trading underlying assets, accounting efficiency has been improv ed by streamlining the reporting of all cash and non-cash activities. Wachovia Securities, Charlotte, NC (March 2007 - May 2008) Secondary Quantitative Analyst - Assisted Collateralized Debt Obligation (CDO) s econdary market traders with various analytical responsibilities and delivered a dministrative aid. Marked underlying collateral and calculated net asset values to support the valuation of a bond. Also worked closely with deal bankers to und erstand certain covenants and structures. Improved efficiency through the develo pment of several automated processes adding 1-2 basis points to the bottom line of every trade as well as successfully provided sales coverage with timely docum ents and analytics to work client trades. Acted as a resource to traders, sales and research groups for updated market color and commentary. Chadwick Investment Group, Charlotte, NC (December 2006 - March 2007) Commodities Account Executive - Provided clients with advice and placement of or ders. In addition to supplying information on pricing and market conditions, top priority was placed on explaining disclosure requirements, reporting executed t rades, and conducting margin calls. Handled the purchase and sale of managed fut ures on a solicited basis while maintaining high levels of customer satisfaction . Bank of America Columbia Management, Charlotte, NC (May 2006 - December 2006) Internship - Assisted internal mutual fund wholesalers with running hypothetical client illustrations. Improved customer service levels by handling separately m anaged investment accounts service issues. EDUCATION The University of North Carolina at Charlotte Bachelor of Science in Business Administration Major in Finance Minor in Economics RELEVANT SKILLS AND CO-OCCUPATIONAL ACTIVITIES *Obtained FINRA Series 3 National Commodity Futures (FOREX) license (January 200 7)
*Speak, read and write Spanish fluently *High degree of flexibility and easily adaptable organizational skills *Strong ability to research , analyze and interpret data *Head manager for private Foreign Exchange (FOREX) fund *Extensive knowledge of portfolio construction, asset allocation and financial planning concepts *Experience with Bloomberg Professional market data service *Cash flow analysis experience with Intex Trader Desktop *Familiar with CDO Suite and Wall Street Office administration systems *Fully competent in all Microsoft Office Professional applications *Member of National Society of Hispanic Professionals *Proud Big Brother for Big Brothers Big Sisters of Charlotte *Habitat for Humanity volunteer