Thomas Niland
San Mateo
Summary
Dynamic Trader at Fisher Investments with expertise in trade execution and data analysis, recognized for enhancing fixed income procedures resulting in a 60% increase in efficiency. Demonstrates strong leadership and attention to detail, adeptly managing high-pressure scenarios while fostering team collaboration and development.
Overview
8
8
years of professional experience
Work History
Portfolio Accounting Associate
Fisher Investments
San Mateo
04.2017 - 09.2019
- Conducted daily reconciliation to maintain accurate account holdings in trading systems.
- Verified balance of new client accounts before providing trading clearance.
- Served as the main contact for team support throughout the organization.
- Established effective workflows for emerging business sectors in accordance with regulatory guidelines.
- Developed step-by-step instructions to boost productivity for upcoming team members.
Junior Trader
Fisher Investments
San Mateo
09.2019 - 10.2020
- Contributed value to team with an immediate impact through initiative.
- Enhanced understanding of capital markets via daily tasks, in-depth research, and broker collaborations.
- Mastered trading techniques for low-touch products, emphasizing execution understanding.
- Developed comprehensive procedural guides to streamline onboarding processes.
- Streamlined workflows to minimize unnecessary manual operations.
- Aligned internal teams in updating suboptimal workflows, ensuring mutually advantageous outcomes.
Trader
Fisher Investments
San Mateo
10.2020 - Current
- Achieved best execution by trading 'high-touch' equity orders using diverse strategies.
- Generated ETFs leveraging underlying liquidity.
- Executed non-US market trades while adhering to complex exchange requirements.
- Presented detailed trading cost analyses to support the strategic decisions of the Trading team.
- Streamlined fixed income trading through the adoption of electronic platforms and automated execution, achieving over 60% greater efficiency.
- Revamped execution procedures for mutual funds to enhance scalability.
- Generated growth-focused analytics ensuring infrastructure readiness for business expansion.
- Enhanced team expertise through knowledge sharing and support.
- Managed worldwide expansion projects and established process guidelines for emerging units.
- Coordinated trade execution by bucketing transactions sharing characteristics for efficient processing.
- Sourced liquidity using innovative methods across various security types.
Education
Bachelor of Science - Agricultural Business
California Polytechnic University
San Luis Obispo, CA12.2016
Skills
- Proficient in Microsoft Office, Bloomberg, and Charles River programs
- Trade execution across various products and exchanges
- Comprehensive trade data analysis
- Strong attention to detail
- Driven to lead
- Unwavering work ethic and 'will-do' attitude
- Nimble learner
- Excels under pressure
Timeline
Trader
Fisher Investments
10.2020 - Current
Junior Trader
Fisher Investments
09.2019 - 10.2020
Portfolio Accounting Associate
Fisher Investments
04.2017 - 09.2019
Bachelor of Science - Agricultural Business
California Polytechnic University
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