Analyze and evaluate financial statements of public companies, stock price and market movement. Manage risk through proper money management to minimize loss of capital. Monitor and track stock prices and determine maximum return on investment. Skillfully execute stock trades to maximize personal portfolio. I completed three-month assignment with a trading firm in New York.
$500 million global financial services company.
Senior Trader, Equity Trading/Program Trading
Utilized algorithms, fundamental & technical analysis, and post-trade analytics to execute portfolio and single stock orders of key domestic and international clients to deliver bottom-line results and clients satisfaction. Analyzed portfolios and reviewed financial and other data to develop reports and recommendations for internal and external clients. Monitored capital exposure and profits & losses (P&L) daily to meet and exceed management goals. Reviewed and assessed research to forecast market developments. Supervised and mentored multiple assistants on trading and systems. Selected as lead team member to develop an automated system to improve the trading process and manage client orders. Held daily discussions with research analysts and sales to optimize trade execution and advise client on risks and benefits of orders.
Major Contributions
DONALDSON LUFKIN and JENRETTE, (Acquired By CSFB in Sep. 2000)
Multibillion-dollar financial services company.
Senior Trader, Equity Trading
NASDAQ Market Maker covering a number of industries. Created, managed and analyzed department P&L and volume reports using Excel & Access. Directed communications between research analysts, sales teams, and management in order to enhance client relationships and identify business opportunities. Analyzed earnings and financial statements and advised senior traders and clients on market activity. Supervised and mentored multiple assistants on the trading system and compliance.
Major Contributions
Associate/Assistant Trader/Junior Trader
FINRA Series 7 General Securities Registered RepresentativeFINRA Series 24 General Securities Registered PrincipalFINRA Series 55 Equity Trader Limited RepresentativeFINRA Series 63 Uniform State Agent Securities Law Exam
Experienced and driven Equity Professional with experience generating revenue and new business opportunities through strategic management of financial portfolios with skillful analysis and implementation of economic news and research. I have Expertise in devising and directing cross-functional communications and technological enhancements that improve operations and efficiency.
Financial Analysis & Reporting · Profit & Loss Management · Risk Management
Compliance/Regulatory Issues · Cost / Benefit Analysis · Strategic Planning
Technological & Operational Enhancements · Investment / Portfolio Management
Client Relations · Personnel Training & Mentoring · Business Development
Security Traders Association of New York
Strong computer skills, Microsoft Excel, Word, Access, PowerPoint & Outlook, Lotus Notes and Sametime, Bloomberg, Reuters, Sungard Brass Trading System, Fidessa, Lava, Flextrade, Pipeline, and AOL IM.
“Michael is a diligent hard worker who is self-motivated and needs little or no direction to accomplish his task. While working for me as an Equity Trader at Prudential Equity Group, Michael was always current and well prepared to handle the daily responsibilities of executing customer order flow. Michael will be an asset to any organization that he works for.”
"To Whom it May Concern:
I am pleased to be able to write this letter of recommendation for Michael McLoughlin. Michael was a long time co-worker of mine at Donaldson, Lufkin & Jenrette, from approximately 1990 thru 1999. I was very proud of the 10 year period that Michael and I worked together. He was an integral part of the growth and outstanding performance DLJ achieved. Michael has superior client relationship building skills. It is this skill set that set DLJ apart from its competitors. It was a highly regarded Investment Bank noted for its strong customer relationships. Michael is true a team player who approaches all tasks with enthusiasm and commitment. He had a broad spectrum of responsibilities ranging from capital commitment / block trading to technology / systems development. I am confident Michael will transfer these skills to any endeavor he embarks upon. I am proud to offer my highest recommendation for Michael; he will be a true asset to any organization."