Landen Shick
@landenshick
I reconcile institutional investment portfolios, automate global workflows, and turn financial data into actionable insights.
United StatesWhat I'm looking for
I'm a Bilateral Portfolio Reconciliation Analyst at Bank of New York, supporting clear communication between hedge funds and institutional banks for long-term, multi-million-dollar investments.
I use TriOptima to identify potential trade breaks and created AI bots that eliminate hours of wasted work for global teams. I collaborate daily across teams to improve the client experience.
Previously, as a Prime Custody Analyst at Bank of New York, I streamlined global department data in Excel, produced daily reports, and presented project progress to upper management.
At Calibrex Tech, I built financial documents, quantified revenues and actuals for projections through FP&A processes, and supported a multi-million-dollar company. I'm pursuing finance opportunities on a progressive team.
Experience
Work history, roles, and key accomplishments
Provided clear communication between hedge funds and institutional banks to facilitate efficient multi-million-dollar investments. Created AI bots to streamline global processes and reduce wasted time.
Option Trading and Investment Analysis
Self Employed
Feb 2018 - Present (8 years 7 months)
Created analysis of the market to make profitable trades and monitored market trends to create financial analysis.
Streamlined data for the global department to ensure accuracy using Excel. Collaborated with domestic and global teams to provide real-time insights and crafted daily reports for department-wide communication.
Financial Consultant
Calibrex Tech Inc.
Mar 2022 - Aug 2023 (1 year 5 months)
Developed high-functioning financials using Excel and other Microsoft Office programs. Quantified business revenues and actuals for accurate projections of a multi-million-dollar company through FP&A processes.
Liaison
National Hockey League and Deutsch Ice Hockey League
Aug 2021 - Aug 2021 (0 months)
Assisted the NHL Officiating Consultant to Germany Hockey, DEL, during seminars with distribution of media and information services.
IT and Financial Manager
Charity Golf Tournament
Jul 2021 - Jul 2021 (0 months)
Coordinated IT for the event and managed the finances for the event.
Education
Degrees, certifications, and relevant coursework
University of Central Florida
Bachelor of Science in Business Administration, Finance
Grade: 3.7
Pursued a Bachelor of Science in Business Administration with a focus on Finance, achieving a GPA of 3.7.
Valencia College
Associate in Arts, General Studies
Grade: 3.4
Earned an Associate in Arts with a cumulative GPA of 3.4.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
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