Nathan Steele
Trading Operations Associate at Veritable, LP
- Role
- Trading Operations Associate at Veritable, Lp
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Trading Operations Associate
May 2015 — Present · Newtown Square, PA, US
Monitor adverse credit events and prepare reports to manage client exposure-Develop market analysis and draft conclusions to support team strategy-Settle fixed income and equity trades and perform a daily reconciliation to avoid trade errors-Resolve trade discrepancies with brokers and custodians-Manage an internal database of existing security positions and potential investments
Education
Penn State University
Bachelor's degree
2010 — 2014
Skills
- Public Speaking
- Strategic Financial Planning
- Business Analysis
- Strategy
- Client Development
- Budgets
- Finance
- Microsoft Excel
- Powerpoint
- Research
- Windows
- Customer Service
- Financial Analysis
- Microsoft Office
- Outlook
- English
- Client Education
- C++ Language
- Equities
- Quantitative Analytics
- Investments
- Html
- Photoshop
- Economic Modeling
- Financial Planning
- Financial Forecasting
- Microsoft Word
- Equity Research
- Leadership
- Risk Management
- Business Meetings
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