Anson El-Ayari

Managed Accounts Intern @Richardson Wealth

Toronto, ON, CA

Trading & Modelling TeamResponsible for account data analysis and trading operations to ensure accuracy for trading and modellingDeveloped a VBA & SQL server program to automate cash-sweep trade generation by comparing account & NBC Cash Performer balances with live currency conversion and multi-tiered logic—delivering prioritized trade directives and reducing manual processing time by +80%Developed an FX trade reconciliation program using VBA by parsing CSV inputs, calculating net USD exposure with live FX rates, generating Outlook emails to FCC trade desk—improving trading efficiencyDeveloped a reconciliation of bond orders program against order fill data in VBA, computing net buy/sell positions & settlement dates, generating CSV outputs for bond desk, improving efficiency by +90%