1. José E. Rivera
Email: jriv89@gmail.com Mobile: 267-751-9917
Current Address: 1034 Neshaminy Valley Dr, Bensalem, PA 19020
EDUCATION:
The Pennsylvania State University University Park, PA
Smeal College of Business: Bachelor of Science, Finance Class of 2012
College of the Liberal Arts: Bachelor of Science, Economics Cumulative GPA 3.38
WORK EXPERIENCE:
JP Morgan via Aerotek Newark, DE
Client Valuation Analyst September 2014- April 2015*
• Onboard securities to client portfolio ranging from fixed income, equity, and CLO/CDO
• Perform due diligence utilizing Bloomberg to determine appropriate onboarding procedure
• Deliver accurate and timely valuation statements to clients on a daily/monthly basis
• Collaborate with NY pricing team to ensure requested securities are supported and mark
• Support team with the pushing/approval of account sweeps, nets, and client money returns
• Analyze complex scenarios driving aged breaks and resolve
Vanguard via Randstad Wayne, PA
Client Service Associate August 2013- June 2014
• Initiate front end of transfer of assets process by reviewing incoming forms and contacting both
the client and custodial institution
• Process monetary/clerical client requests in an accurate and timely manner
• Demonstrate client relationship management skills through active listening, building rapport,
showing empathy, and positioning
ACTIVITIES:
Forex Capital Markets Online
Trader May 2012- June 2014
• Implement fundamental and technical analysis to set up high percentage trades in the foreign
exchange market
• Identify significant upcoming news events
SKILLS: Fluent in Spanish/English, proficient in Bloomberg and Microsoft Office
*Took year off to travel abroad (LATAM)