Cynitresse S. Carter. Branch Analyst. Contents. Introduction Service/Operations Risk/Compliance Business Development Financial Advisor Teams Management. Introduction.
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My name is Cynitresse Carter, and I’m currently Branch Analyst at Morgan Stanley in St. Louis. I rotated through Service/Operations, Risk/Compliance , Business Development and is now in the last phase of my experience on the branch level assisting not only management with various projects but Financial Advisors as well. Two things that I excel at my current role that relates to this role is when I recode an existing performance spreadsheet to fit in line with an FA’s book of business. This tool shows the client suggestions of reallocating there portfolio. I was able to do this with elementary knowledge of how to use visual basics in excel. I practically went online and research how to create this spreadsheet. Another accomplishment was my ability to take a Pdf design and turn it into a PowerPoint presented to a $100 million dollar prospect. The Family wealth advisor was on deadline to get this presentation completed along with other materials to complete the deal. She won the client because of my help. I decided to apply for this role because it fits more into what I’m strong at. I’m very technical, analytical, very detail oriented, well with project management related task, and I have a strong work ethic as my current manager can attest to. You can give me a project with few instructions and it will be completely prompt and in the way you vision it. Expanding on the technical skill set - I can learn software programs very fast. I’m a fast learner. I have shadowed the operations associate who handles the branch level operational task outlined in the major responsibilities you outline. I feel that I can learn how your platforms work and excel as your Venture Capital Associate.