KATHLEEN HOSEIN

Professional Experience:

            Evergreen Investments, Boston MA

                     Consultant Relations Analyst

                     September 2005 – October 2006

Ř       Support the institutional sales and marketing effort by providing accurate, timely company and product  information to   over twenty consultant databases (domestic and international)

Ř       Work closely with consultant relations, performance team, analytics team and other internal groups

Ř       Collect and distribute product performance, characteristics, market values and other critical data points to clients and consultants

Ř       Develop in depth knowledge of Evergreen products and the investment industry

Ř       Respond to ad hoc requests from internal and external audiences

                                                                                                                                               

            State Street Global Advisors, Boston MA    

Sales Associate

June 2004-September 2005

Ř       Designed sales presentations for prospective and existing institutional clients

Ř     Used databases to analyze competitors’ performance, style and strategies

Ř     Analyzed prospective clients and competitors’ market performance

Ř     Worked  with New Business Development Officer to identify and evaluate new leads

Ř     Independently performed research services on a global basis for investment professionals

 

State Street Corporation, Boston MA                                                                  

Foreign Exchange Analyst

January 2003-June 2004

Ř       Ensured accurate and timely settlement of Foreign Exchange deals using 8 system platforms across various medias

Ř       Effectively communicated customer needs and issues among divisions including Middle Office, Bank and Sales Traders, Payment Services and Investigations

Ř       Provided support to a staff of 23 traders executing over 3,000 FX transactions daily

                    

Portfolio Administrator

August 2001- January 2003

Ř     Controlled cash and securities movement in various types of portfolios (international, fixed income, money markets)

Ř       Forecasted and tracked cash flow, reporting, and reconciliation to ensure timely trade settlements

Ř       Maintained direct contact with investment managers and clients daily

Ř     Worked on the conversion team to acclimate new clients with State Street Corporation’s systems and procedures      

Education:

Boston University, Boston, MA

Masters of Science in Financial Economics, May 2005

Graduate Certificate in Financial Markets and Services, January 2004

Providence College, Providence, RI

B.S., Management, May 2001

Minor: Spanish Language, Western Civilization

 

Computer Skills:

Extensive capabilities with MS Office, Bloomberg, LexisNexis, Onyx, SWIFT, WallStreet, FactSet, PMAPs, SalesForce