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- 1348 Riversixxxxxx Dr Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx * email@example.com
Customer Service (Investment Banking)
Dynamic, versatile, and results-driven management professional with over 6 years providing high-performance customer service and operations management in the financial service and trading sectors.
- Well-organized with multitasking and prioritization skills that optimize resource management, driving processing efficiencies that netted about $5M in annual cost savings at Barclays.
- Proven versatility in managing own property business while engaging in successful stock trading and serving financial institutions in providing client service in equity management, ensuring multiple income sources.
Excellent interpersonal communication skills that inspire performance excellence and teamwork synergies in achieving business objectives even unxxxxxxr stressful work conditions.
Manage transactions with counterparts across product sectors (treasuries, agencies, corporates, muni s, and other Fixed Income, Equity, DTC securities), routing traxxxxxx xxxxxxtails and portfolio allocations from written or electronic traxxxxxx confirmation while prioritizing on same day settlement traxxxxxxs.
Process MBS pool allocations on time, while correcting discrepancies to minimize issues, breaks or TMPG charges.
Streamline processes by automating manual procedures to eliminate risks of human errors.
Assist in resolving DK s, fails and exceptions to minimize unnecessary risk exposure.
Maintain awareness of industry changes and their impact on the confirmation process.
Xxxxxxcreased overall cash usage from external clearing agent BONY, reducing operating costs by about $5M annually by simplifying processes for intra-day and end-of-day Fixed Income allocations, improving procedural efficiencies in allocations and daily processes by 40% using more effective controls in optimizing and allocating different Fixed Income, Equity and Fed instruments based on collateral hierarchy on a daily basis.
Researched traxxxxxx economics (pricing and ixxxxxxntifiers) for allocations on the Tri-Party platforms, leveraging expertise on the Bloomberg terminal, and maximizing allocation efficiency., while ensuring traxxxxxx balance internally with BONY.
Executed new processes and documented current operating procedures to ixxxxxxntify opportunities for streamlining operations to save time on BAU, and training coworkers on new processes.
Addressed and remediated unmatched traxxxxxxs with several offices and sales teams to ensure that all Tri-party traxxxxxxs were properly booked in Barclays' systems, liaising with BONY to verify all Tri-party traxxxxxx information were matched on the bank's allocation system to minimize issues and breaks.
Provixxxxxxd HR support in training new hires, specifically within the company s Grad program
Selected by senior management to exclusively train in New York City to learn and reassign position to Xxxxxx.
Monitored and amenxxxxxxd 1000 s of Equity and Fixed Income traxxxxxxs in live markets (Canada, Mexico, Brazil) and closed markets (Indonesia, Japan, Peru, etc.) on a daily basis unxxxxxxr heavy time constraints
Organized settlements of superior traxxxxxxs, specifically Fixed Income traxxxxxxs and cash reconciliations, researching markets to ensure cash availability in accounts and portfolios according to correct currency, while collaborating with several xxxxxxpartments to ensure timely traxxxxxx settlements.
Mentored colleagues in different markets to boost performance and teamwork affectivity across xxxxxxpartments.
Calculated and reported on capital gains charges/taxes associated with fixed income traxxxxxx in global markets.
Lead and grow the business, driving profitable operations in managing 2 rental properties, marketing properties, conducting apartment tours for potential tenants, and addressing all questions and concerns from prospective clients.
Review completed applications and assess household information against file history and program regulations
Manage resixxxxxxnt rents, xxxxxxposits, fees, and files while overseeing property maintenance as neexxxxxxd.
M.B.A. in Finance, SAINT JOSEPHS UNIVERSITY Philaxxxxxxlphia, PA (2011)
B.S. in Marketing, DREXEL UNIVERSITY Philaxxxxxxlphia, PA (2009)
Financial Operations Management Training (4 months), JP Morgan, New York, NY (2011)
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