JESSE NAVA

jnb2dc18@westpost.net
13806 Walkers Creek Dr.
Charlotte, NC 28273
Telephone: 704-609-5831
PROFILE SUMMARY
Ambitious young professional with proven track record of experience looking to o
btain a full time position in Banking, Corporate Finance, Portfolio Management o
r Investments. Strong ability to thrive in any environment, works well with team
s and able to conduct business in Spanish.
WORK EXPERIENCE
US Bank Corporate Trust, Charlotte, NC (August 2008 - Present)
Structured Finance Analyst - Currently manage and maintain a Collateralized Debt
Obligation (CDO) portfolio in excess of $1.6 billion in cash and communicate wi
th the collateral manager, as the client, to fund trades and balance accounts. A
s team lead, working closely with traders and relationship managers is crucial t
o achieve accuracy and compliance. Maximum earnings potential of the portfolio i
s enhanced on a daily basis by closely monitoring invested and un-invested cash.
In addition to trading underlying assets, accounting efficiency has been improv
ed by streamlining the reporting of all cash and non-cash activities.
Wachovia Securities, Charlotte, NC (March 2007 - May 2008)
Secondary Quantitative Analyst - Assisted Collateralized Debt Obligation (CDO) s
econdary market traders with various analytical responsibilities and delivered a
dministrative aid. Marked underlying collateral and calculated net asset values
to support the valuation of a bond. Also worked closely with deal bankers to und
erstand certain covenants and structures. Improved efficiency through the develo
pment of several automated processes adding 1-2 basis points to the bottom line
of every trade as well as successfully provided sales coverage with timely docum
ents and analytics to work client trades. Acted as a resource to traders, sales
and research groups for updated market color and commentary.
Chadwick Investment Group, Charlotte, NC (December 2006 - March 2007)
Commodities Account Executive - Provided clients with advice and placement of or
ders. In addition to supplying information on pricing and market conditions, top
priority was placed on explaining disclosure requirements, reporting executed t
rades, and conducting margin calls. Handled the purchase and sale of managed fut
ures on a solicited basis while maintaining high levels of customer satisfaction
.
Bank of America Columbia Management, Charlotte, NC (May 2006 - December 2006)
Internship - Assisted internal mutual fund wholesalers with running hypothetical
client illustrations. Improved customer service levels by handling separately m
anaged investment accounts service issues.
EDUCATION
The University of North Carolina at Charlotte
Bachelor of Science in Business Administration Major in Finance
Minor in Economics
RELEVANT SKILLS AND CO-OCCUPATIONAL ACTIVITIES
*Obtained FINRA Series 3 National Commodity Futures (FOREX) license (January 200
7)
*Speak, read and write Spanish fluently
*High degree of flexibility and easily adaptable organizational skills
*Strong ability to research , analyze and interpret data
*Head manager for private Foreign Exchange (FOREX) fund
*Extensive knowledge of portfolio construction, asset allocation and financial
planning concepts
*Experience with Bloomberg Professional market data service
*Cash flow analysis experience with Intex Trader Desktop
*Familiar with CDO Suite and Wall Street Office administration systems
*Fully competent in all Microsoft Office Professional applications
*Member of National Society of Hispanic Professionals
*Proud Big Brother for Big Brothers Big Sisters of Charlotte
*Habitat for Humanity volunteer