3861 N - WikiLeaks
28 East Rocks Road Norwalk, CT 06851 w. (203) 541-4255
c. (646) 417-3822 SarahLutkus@
Sarah Lutkus
EDUCATION
PEPPERDINE UNIVERSITY MALIBU, CA 1998-2002
• Received B.S. in Business Administration April 2002
• Studied accounting, finance, organizational behavior, and service leadership
• Selected as the Teacher’s Assistant for Organizational Behavior and Human Relations and Values classes during the International semester in Scandinavia
WORK EXPERIENCE
KAMUNTING STREET CAPITAL STAMFORD, CT MAY 2009-
VICE PRESIDENT OF OPERATIONS PRESENT
• Oversee all financial and operational aspects of a convertible arbitrage hedge fund
• Point of contact for three prime brokers and multiple swap relationships
• Responsible for the selection and management of service providers and negotiations of all docs with brokers (ie ISDA’s, new pb accounts, compensation CDS agreements, etc)
• Responsible for all securities settlements including Equity, Convertible Bonds, High Yield Bonds, Bank Loans, Credit Default Swaps, OTC Options, and Futures etc
• Meet with current and potential investors for the marketing and due diligence reviews of the fund
• Draft various monthly and quarterly reports for internal and external use
• Formulated responses for corporate actions: dividends, splits, and initiated DWAC exchanges
• Monitors and investigates Foreign Currency balances and initiates trades with the FX desk to mitigate exposure
• Implemented straight thru processing trade file including cancel/correction amendments from the Kynex front office system to Citco Fund Service’s Aexeo platform
• Review administrators' accounting packages to insure accuracy of NAV, journal entries, corporate action processing
• Input all receivables and payables into Peachtree Accounting system to help prepare year-end balance sheet and income statement
• Work directly with CFO and Ernst and Young Auditors to finalize year-end financial statements
• Worked directly with CFO to finalize FIN 48 Analysis and FAS 157 list
• Prepared and submitted quarterly 13F report
GOLDMAN SACHS & CO. SALT LAKE CITY, UT MAY 2008-
EQUITY DERIVATIVES TEAM MANAGER FEBRUARY 2009
• Worked with the team managers in the London, Hong Kong, and New York offices to build a new team in the Salt Lake City office tailored for US Hedge Fund clients trading equity derivatives
• Managed a team of 5 employees while overseeing all client relationships with US Hedge Fund clients
• Helped automate the Contract for Difference trade implementation system to reduce manual errors
• Reported directly to the head of equity derivatives in Salt Lake City
GOLDMAN SACHS & CO. NEW YORK, NY JUNE 2005-
PRIME BROKERAGE ASSOCIATE MAY 2008
• Member of the Client Services team providing direct client support to Hedge Fund clients with AUM up to $2 billion
• Managed the relationships of 15 Hedge Funds (ranging from small start up funds to over $2 billion) with new funds constantly added
• Primary contact for CFO’s, Portfolio Managers, and Head Traders of Hedge Funds resolving any issues involving trade breaks, trade fails, accounting issues and appropriate resolution
• Successful cross selling of all Goldman Sachs products including synthetic products, money market funds, REDI electronic trading platform
• Helped clients liaise with different departments within Goldman Sachs Prime Brokerage, such as Capital Introduction, Sales, Stock Loan, and Consulting Services
• Participated in all client meetings, preparing presentations on the services of Goldman Sachs to gain business from other prime brokers
• Assisted clients with inquiries on setting up new strategies for the fund, adding new market profiles for existing clients
GOLDMAN SACHS & CO. SALT LAKE CITY, UT APR. 2003-
PWM OPERATIONS ANALYST JUNE 2005
• Principal analyst for GS Money Market and Mutual Funds, ensuring all manual orders and trade breaks are corrected in a timely manner
• Daily execution of Position Reconciliation for all Money Market and Mutual Fund breaks and appropriate rectification
• Responsible for working directly with the fund to rectify trade corrections requested from the CA’s and IP’s
• Participated in diversity recruiting trip with senior management to the University of New Mexico
• Protect firm capital by providing oversight on client asset movements and regulatory breaks
• Primary analyst responsible for the Chicago, Philadelphia, and International handoff for all PWM International Offices
• Principal analyst for Month end Interest issues and Remit population
• Responsible for training new analysts on Goldman Sachs & Co internal systems (AMS/AMR, Sprints, Spectra, Vision, Rumba/Mainframe, Cool Report Viewer)
JOHN PAUL RICHARD, INC. CALABASAS, CA JAN 2002-
DESIGN/OPERATIONS ASSISTANT MAR. 2003
• Worked in a team to assign fabric codes, style numbers and verify pattern numbers and color codes for garments
• Verified and tagged garments received from both Domestic and International factories
• Received and entered all orders for both John Paul Richard and Vince labels
• Responsible for all domestic costing by using Accumark software
LICENSES
• Series 7and Series 63
• Licensed Notary Public in the state of Connecticut
HONORS AND ACTIVITIES
• Extensive volunteer work with the organization No More Homeless Pets in Utah
• Approached by Senior Management to coordinate the 2004 United Way Campaign at Goldman Sachs
• Member of Goldman Sachs Community Teamworks in 2003, 2004, 2005, 2006, 2007
• Member of the Division 1 Varsity Women’s Swimming and Diving Team at Pepperdine University
• Enjoy snowboarding, traveling, triathlon, working with animals and environmental conservation
References available upon request
28 East Rocks Road Norwalk, CT 06851 w. (203) 541-4255
c. (646) 417-3822 SarahLutkus@
Sarah Lutkus
REFERENCES
John Kanellitsas
Portfolio Manager
Geologic Resource Partners
jkanellitsas@
George Marinopoulos
Managing Director and Chief Financial Officer
Kamunting Street Capital Management
212-490-4350
gmarinopoulos@
Michael Fazzari
Chief Financial Officer
Oskie Capital
646-470-7279
Michael@
Jason Abrams
Chief Financial Officer
Capstone Investment Advisors
646-839-9908
jason.abrams@
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