Samuel Avis

Global Markets Analyst at Bank of America Securities

Role
Operations Analyst at Bank of America Merrill Lynch
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Samuel Avis

I graduated from University of North Carolina Wilmington with a degree in Business…

Experience

  1. Operations Analyst

    Bank of America Merrill Lynch

    Jun 2017 — Present · Charlotte, NC, US

    Middle office liaison that monitors and corrects the booking details of trades in the equity market (i.e. price, commissions, taxes, and instructions) by comparing them to daily reconciliation reports.• Experienced trade resolution in AMER/EMEA/APAC markets.• Create pivot tables to identify reoccurring issues to escalate to senior management.• Provide quality customer relations, while continuously communicating internally with traders executing desks. • Mitigate rick by effectively monitoring and removing Reg-Sho 204, Reg-T, and 15C-3 trades on a daily basis. • Prioritize and resolve daily problems in a faster than expected manner. • Team lead responsible for effectively training new hire employees in equity global markets.

Education

  • University of North Carolina Wilmington

    Bachelor's Degree, Economics

    2013 — 2017

  • University of North Carolina at Charlotte

    Master's degree, Data Science and Business Analytics

    2020 — 2023

Skills

  • Social Networking
  • Fundraising
  • Management
  • Social Media
  • Economics
  • Teamwork
  • Recruiting
  • Public Speaking
  • Event Planning
  • Finance
  • Leadership
  • Microsoft Office

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Samuel Avis — Operations Analyst at Bank of America Merrill Lynch in Charlotte, NC, US | Unifers