José E. Rivera has over 5 years of experience in finance and client services. He received a Bachelor of Science in Finance and Economics from Penn State University in 2012. His previous roles include working as a Client Valuation Analyst at JP Morgan, where he onboarded securities and provided daily valuation statements to clients. He also worked as a Client Service Associate at Vanguard, where he processed client requests and demonstrated relationship management skills. In his spare time, Rivera trades currencies using fundamental and technical analysis.

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)