James Turner

Managing Director @Webster Bank

Hartford, CT, US

EMAILS

j••••••@websterbank.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2017 — Present

Managing Director @Webster Bank

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Hartford, CT, US

Interest rate risk management and derivative sales

EDUCATION

N/A

University of Connecticut

Bachelor of Science - BS, Real Estate & Urban Economics

2011 — 2014

Rutgers University–Newark

Master of Business Administration (M.B.A.), Finance

SKILLS

EquitiesInternational Swaps and Derivatives Association (Isda)SwapsFinancial Statement AnalysisFinancial AnalysisWealth ManagementFinancial ReportingInvestment ManagementFund AdministrationMutual FundsAccountingInterest Rate DerivativesFund of FundsSwap CollateralBloombergFinancial MarketsTradingInvestment BankingFx DerivativesAlternative InvestmentsPrivate EquityFinanceCapital MarketsPortfolio ManagementFinancial ModelingDodd-FrankInvestmentsDue DiligenceHedge FundsSwap CollateralAnalysisBloomberg TerminalFixed IncomeReal Estate EconomicsMicrosoft OfficeDerivative SalesCorporate FinanceUs TreasuriesValuationInterest Rate Swaps

ABOUT JAMES TURNER

Specialties: BloombergInvestranWordPowerPointExcelDerivative tradingFinancial ReportingFinancial Statement AnalysisFinancial ModelingVerbal/Written CommunicationAlternative InvestmentsPrivate EquityHedge Fund client onboardingProject ManagementCreation of Financial & Aggregate Demand Models – Part of MBA Program AssignmentsCreated a weekly 10-K report for a Fortune 500 company as a semester class projectUsed Annual Financials to provide weekly reporting on company performanceForecasted projected EPS for future years and value as a buy or sell stockBuilt Aggregate Planning models using linear programming in Excel as part of case assignments

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