Alex Seminara

Experience

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  JJ Burns & Company

  Jan 2014 - Dec 2014

  Wealth Management Intern

  • Collaborated with team in supporting and managing over 180 accounts of clients whose combined assets exceed $300 million• Allocated client’s assets according to financial needs and pre-established risk allocation styles• Executed trades and implemented Dollar Cost Averaging for clients through Charles Schwab• Analyzed portfolio holdings through financial software such as Rebalance Express, PortfolioCenter, and Junxure• Prepared financial reports, summaries, and conducted investment analysis for client presentations• Assessed client transaction history in preparation for securities litigation• Issued a white paper regarding investment opportunity in China and the emerging/frontier world Show less

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  Risk Management Association

  Oct 2014 - Dec 2014

  Commercial Banking Intern

  • Attended a six week commercial banking shadowing program which included visits to TD Bank, Certilman Balin Adler & Hyman, Citibank, Bridgehampton National Bank, Friedman LLP, and People’s United Bank• Examined various financial statements to interpret different loan structures and identify potential trends in the markets• Worked directly under various attorneys, accountants, and credit analysts to understand how different functions interact together in the overall loan origination process Show less

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  Hofstra University

  Feb 2015 - May 2015

  Research Assistant

  • Assisted Dr. Ehsan Nikbakht with research and editing related matters regarding an OTC Swap activity paper and a deck for Hofstra's Finance Committee• Constructed a comparison analysis PowerPoint template addressing different forms of National and International Communication Tools, which included deep dives into opportunities relating to Viber, WhatsApp, Talkatone, etc.• Utilized Bloomberg Software to update Markets benchmark tables, which included indices such as the Barclays' 1-3 Yr/7-10 Yr/Long Treasuries/U.S. Intermediate Credit, as well as market rates for JPM and BofA Merrill Lynch indices. Inception rates were also calculated and derived for these indices using CAGR• Reviewed lesson plans and graded examinations for Dr. Nikbakht's Corporate Finance and Portfolio Management classes Show less

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  JPMorgan Chase & Co.

  Jul 2015 - Jun 2017

  Analyst

  Finance Analyst Development Program:First Rotation- Corporate & Investment Bank, Treasury Services- Liquidity Product ControlSecond Rotation- Asset Management, Highbridge Global Alternatives CFO Team- Private Equity Group/ J.P. Morgan Alternative Asset Management Hedge Fund Solutions

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  J.P. Morgan

  Jun 2017 - now

  Investments Leadership Team- East Region, U.S. Private Bank

  • Product Strategy

    Jun 2021 - now

  • Investment Specialist

    Aug 2019 - May 2021

  • Private Banking Associate

    Jan 2019 - Jul 2019

  • Private Banking Analyst

    Jun 2017 - Dec 2018