Joseph Zee

Financial Analyst at Bloomberg LP

Role
Financial Analyst at Bloomberg
Location
Hoboken, NJ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joseph Zee

Finance major and economics minor

Experience

  1. Financial Analyst

    Bloomberg

    Oct 2023 — Present · Skillman, NJ, US

    Key responsibilities included engaging in Client support through ADSK functionality (Bloomberg Help Desk platform), focusing on the maintenance of periodic factor and coupon data. Engage in the creation and developing of new Mortgage bond data to the Mortgage databases from Prospectus/legal issuance documents. Experience responsibilities in managing multiple forms of data using multiple data analysis tools (Excel/Power BI/Python/Adobe/Toolkit) while also engaging in high levels of customer support and engagement. Responsibilities also included using Bloomberg Terminal to implement, input, manipulate, analyze and create many different forms of data from clientele. More responsibilities included managing a high level of client inquiries covering a multitude of collateral loan data including periodic payment information, collateral performance/amortization and regulatory documents.

Education

  • Rutgers Business School

    Bachelor's degree , Finance, General

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Joseph Zee — Financial Analyst at Bloomberg in Hoboken, NJ, US | Unifers