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Lindsey Burton

Lindsey Burton

Institutional Sales & Relationship Management for Eastern Canada

Bloomberg

New York

Institutional Sales & Relationship Management

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Bloomberg

Institutional Sales & Relationship Management for Eastern Canada

I specialize in driving value for buy side and sell side clients in the Canada region, directing attention to product enhancing pre-trade tools, screening tools, and portfolio analysis that are all critical to our clients' bottom line. Specifically, Bloomberg helps our clients achieve market efficiency while delivering cost savings and a superior product to its competitors.

Career medium 01
Career
Career medium 01

Bloomberg

Equity Specialist

I worked with individual Bloomberg Terminal users to troubleshoot all day-to-day equity specific inquiries. In this role, I made sure our users were given the exact tools they need to complete specific equity-driven tasks to make their daily work more efficient.

I completed a two week in-depth course mastering the equity space and additional course on fundamental analysis. Upon successful completion of this course, I spent the next few months working exclusively with Bloomberg Terminal users in the Equity market on a variety of analytical projects.

Career

Fidelity Investments

Financial Analyst

I worked in the Fidelity Investment Operations Group division specifically concentrated in financial operations and support for over twenty-five business units. I lead a project and corrected proper placement of cost centers to fall under appropriate functions in order to accurately access information in a more timely manner. I assisted the lead budget analyst in completing the quarterly budgeting report by confirming and reporting data and commentary. I collected and consolidated budgeted revenue and expense files on a monthly basis to provide detailed summaries of the company’s financials in comparison to the prior month and year for the Chief Financial Officer. I created and distributed various templates in order to collect and analyze data for corporate executives. I prepared a planning module, providing an analysis of Fidelity’s budgets and forecasts through the course of five years.

Career medium 06
Career
Career medium 05

Goldman Sachs

Analyst

I worked in the Goldman Sachs operations division specifically concentrated in the execution and clearing of trades. I produced borrow reports once daily to report the amount of shares needed to facilitate trade deliveries. I repaired thirty inter-company trade breaks weekly by communicating with domestic and international analysts. I performed research and resolution for up to fifty trades daily through contacting external brokers and clients. I used problem solving skills to identify anomalies within inter-company trade books daily. I eliminated commission break process within the department by working with another sector of Goldman Sachs.

Career

Baystate Financial Services

Intern

I planned and organized company's customer appreciation event for forty company clients. I demonstrated effective ability to learn quickly while learning how to automate clientele information. I communicated with clients on a daily basis via phone and email.

Career medium 04
Career
Career medium 01

Elon University

Facilities Manager

I was responsible for facility oversight including supervising a staff of twenty employees and all patrons. I processed cash and credit transactions on a daily basis. I trained and managed five or more employees per semester, delegating various tasks to each. I communicated with customers on a daily basis.

Career

Northeastern University

Bachelor of Science Degree; Dual, Business Administration; Finance and Insurance/Management

Elon University

Dual; Bachelor Degree, Finance/Insurance and Management; Business Administration

Concord Carlisle High School