Kenneth Lamin
Junior Financial Analyst - Morgan Stanley
- Role
- Junior Financial Analyst at Morgan Stanley
- Location
- Montclair, NJ, US
- LinkedIn followers
- 500 followers
About Kenneth Lamin
Motivated and detail-oriented Business Analyst with 3.5 years of experience in developing…
Experience
Junior Financial Analyst
May 2022 — Present · Centerville, UT, US
Processed and analyzed daily securities and cash transactions ensuring data accuracy across client portfolios• Generated client-specific reports covering transaction histories, balances, and valuation inquiries for over 300 accounts• Reconciled foreign securities, converting over foreign holdings into USD equivalents to maintain account integrity• Supported inquiry response resolution, addressing client issues and escalating risk-sensitive matters to management • Resolved transactional discrepancies by collaborating with internal teams, ensuring accurate and timely financial reporting
Education
Brigham Young University - Idaho
Bachelor of Science - BS, Business Analytics, Cluster in General Economics
2019
Montclair State University
Master of Science - MS, Business Analytics
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