1. Lamar Dunbar
420 Forestway Circle, Unit #207
Altamonte Springs, FL 32701
(813) 404-7193
Lamar.Dunbar@gmail.com
Objective
To offer my talents to a financial services firm that can take advantage of my quantitative skills while promoting my
professional growth.
Education
Bachelorof Science, Finance with minorin Marketing May 2013
University of South Florida, Accredited by AACSB-International
Work Experience
BNY Mellon, Lake Mary, Orlando, FL
Mutual Fund Accountant
 Maintains accounting records relating to a specific group of mutual fund, in accordance with
department policies, procedures
 Researches cash and asset reconciliation and clears exceptions
 Identifies and communicates any issues that affect the accuracy of the account records
 Processes income and expense related transactions
 Supports daily NAV generation, periodic and ad hoc reporting.
October 2013-
Present
Depository Trust & Clearance Corporation, Tampa, FL
Operations Intern
 Performed day-to-day processing activities within CNS department of GO/CS
 Interacted with participants, payingagents, transfer agents, fund managers and other DTCC
functional areas
 Communicated with NSCC members the cancellation of new Municipal issuances
o Entered adjustments to CNS settling positions and discussed updates to NSCC
security master file /w/ eligibility
o Assisted in the draft of the participant service bulletin explaining that receive and
deliver orders are null and void, explaining the effect on member’s CNS
settlements, and the implication to their broker to brokers settlement obligations in
the NSCC Obligation Warehouse.
 Assisted in the improvement of CNS Operations use of contact management methods:
o Prepared / formatted participant contacts for import into MS Dynamics CRM
system
 Resolved broker inquiries regarding P&I payments through ITIL service management system
Summer 2013
Arbitrage Management Group, Wesley Chapel, FL
Jr. Associate
 Reviewed daily bond issuances on public databases to identify potential growth opportunities
 Researched and reviewed bond documents in the area of public finance to validate
investment strategies for potential clients that may be in need of the company’s financial
services
 Monitored and evaluated current market trends in an effort to structure portfolios for
maximum capital appreciation
 Communicated professionally with large institutions in the area of public finance to identify
optimization opportunities with their current investment strategies
Spring 2012
Relevant Coursework
Advance Investments Analysis & Management, University of South Florida
 Comprehensive survey of security analysis and portfolio management
 Extensive use of Excel in the construction of financial models
Fall 2012
Financial Policies & Strategies, University of South Florida
 Examination of the financial policies of corporations, with special reference to dividend
policy, financial structure, capital expenditures, acquisitions, mergers, and reorganization.
Spring 2012