With work experience over 15 years, this expert is nowadays working at Avant Strategic Partners which is situated in 49 as a Analyst. José received his education from 2004 to 2007 at the Robert Morris University - Illinois. this expert speaks Spanish fluently. José can be found in San Antonio, Texas. To contact directly with José, you can search for their phone number or e-mail or receive additional info by requesting access to José's additional details on this webpage.
Name variants:
José Robles
Last updated Oct 14, 2024
Contact Information
Workplace
Colleagues
Work History
Analyst
Overland Park, KS
Responsible for the daily management and monthly reconciliation of client accounts, as well as IRS compliance on tax exempt bonds. I execute a series of calculations and yield tests on propr...
from Jun 2011
Operations Analyst
180 north La Salle St SUITE 3800, Chicago, IL 60601
Responsible for the daily management and monthly reconciliation of one hundred and thirty Equity and Fixed Income accounts. Accountable for the accurate daily posting of dividends, interest ...
Jun 2009 — Aug 2010
Senior Global Market Specialist
New York, NY
Constant multi-tasking in relation to P&S trade settlement and general clearing practices. Responsible for daily balancing of customer and inventory accounts, monitoring and reconciliation o...
Nov 2003 — Jun 2009
Securities Processing and Operations Assistant
Chicago, IL
Responsible for DTC / NSCC settlement which included settlement of Preferred Stock, Municipal and UIT trades on contracts.
Jan 2000 — Nov 2004
Office Supervisor
Supervised a team of four members, responsible for overall office functions of the reconditioning department, including daily posting of work done to vehicles. Responsible for payroll, which...
Jan 1996 — Feb 2000
Education
2004 — 2007
Occupations
Executive
Director
Analyst
Accountant
Finance and Accounting Specialist
Supporting Member
Operations Manager
Analysts
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Hedge Funds
Financial Reporting
Equities
Financial Modeling
Bloomberg
Financial Analysis
Asset Managment
Capital Markets
Derivatives
Financial Markets
Alternative Investments
Fixed Income
Investments
Portfolio Management
Securities
Trading
Options
Corporate Actions
FAQs about José Robles
What is the profession of José Robles?
This professional's job is Director of Accounting
What jobs is José Robles proficient at at?
José is a professional such jobs as Executive and Director.
Where does José Robles currently live?
They lives in San Antonio, Texas.
Where did José Robles work?
José Robles worked at Avant Strategic Partners, Lp, Chicago Equity Partners.
Where has José Robles studied?
José studied at the Robert Morris University - Illinois from 2004 to 2007.
What languages does José Robles speak?
José Robles speaks Spanish.
What is professional industry that José Robles worked in?
This professional works in Financial Services industry.
Are there any skills, that José Robles has?
This person has such skills as Hedge Funds, Financial Reporting, Equities, Financial Modeling, Bloomberg, Financial Analysis, Asset Managment, Capital Markets, and Derivatives.