A summary of knowledge and experiences

1. hjayanthi@gmail.com
Statistics Excel
Cash Investments HAREESH N. JAYANTHI Cash Forecasting
Accounting Process Improvement Modeling
Mobile 646.391.8223
Personal Marketing Plan
Target Opportunities A Treasury Analyst/Financial Analyst position in a company which is growing market share
Forecast cash needs and maturities for all Created a new asset class for portfolio
Accomplishments portfolios and worked with lending desk to make managers, including working with credit, legal &
any adjustments necessary to maximize the compliance to facilitate introduction. Wrote
trading desk’s profitability guidelines for said new asset class and educated
team on the process for taking advantage of the
• Worked with senior portfolio managers to trade
new product to increase yields in portfolios
currencies as well as maintain all stops
Conceptualized and managed (required strong
• Responsible for monitoring and investing the
project management skills) a software tool that
liquid portions of portfolios to senior portfolio
was created to facilitate portfolio management
manager specifications regarding risk and maturity
tasks to eliminate hours of back office manual
length
work. This helped portfolio managers lift our
• Monitored, evaluated and discussed investment benchmark beating yields adding anywhere from 1
performance against investment objectives and to 3 basis points per portfolio
market benchmarks both internally and with clients
• High level knowledge of MS Excel including • A strong user of various research tools to locate
Expertise macros and pivot tables usable information for projects
• A well established reputation for identifying • Able to use statistics to identify trends
process improvement opportunities and devising
• A high level knowledge of Economics
solutions, primarily via automation
• Comfortable speaking with both senior and
• Able to work productively across teams and
junior level employees
departments
Target Companies
Spot Trading Belvedere Trading Allston Trading Wolverine Trading Boeing Co.
BMO Harris Sun Trading Chopper Trading DRW Trading Gambit Trading
Marquette Partners Aon Blue Fire Capital Groupon Geneva Trading