| EXPERIENCE: |
SCUDDER, STEVENS & CLARK, New York, NY
Marketing Assistant-Senior Associate, Marketing Services Department |
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Assist in the preparation of new business proposals. Prepare initial
drafts by selecting appropriate responses from library.
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Create and maintain macro-based library response for new business proposals.
Task include everyday maintenance including ensuring that responses comply
with compliance, restrictions and/or disclosure requirements.
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Maintain and update quarterly product performance pages and report these
performance to both internal departments and outside consultants. Coordinate
production of 24 quarterly product profiles; serve as vendor liaison.
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Coordinate and gather product and firmwide information on a quarterly
basis. This requires frequent interaction with the regional offices and
several Scudder departments (Human Resources, Quantitative Services, portfolio
management groups). Tasks include maintaining all product information files
and updating Excel spreadsheets.
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| 11/95 to 5/97 |
ALLIANCE CAPITAL MANAGEMENT L.P., New York, NY
Portfolio Assistant, Fixed Income Credit Research Group |
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Assist a portfolio manager and portfolio group in preparing and finalizing
month-end prices for securities held in portfolios.
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Calculate prices using the spread and benchmarks provided by brokers.
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Ensure data accuracy in portfolio accounting and analytical systems.
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Maintain a log of analyst recommendations for research purposes.
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Prepare correspondence, memos, make travel arrangements, and organize
conference for research group.
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| EDUCATION |
B.A. Economics/Psychology (Double Major). August 1995.
State University of New York at Stony Brook. |
| COMPUTER SKILLS |
Hardware: IBM PC, Bloomberg, Salomon High Yield, First Call,
and Macintosh.
Software: Freelance Graphics, Lotus 1-2-3, Microsoft Access,
Microsoft Excel, Microsoft Word, Power Point, Quicken, and WordPerfect. |
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