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Yyyyyy x. yyyyyy
0000 xxxxxx xxxx , xxxx , xxxxx 00000 abc@xyz.com xxx-xxx-xxxx
Experienced Strategic Leader with several years of experience in operational roles within fast-paced, financial environments. Cross-functional expertise in providing administrative support to trade desks, reconciling internal financial accounts, and resolving complex client account issues. Recognized with a keen ability to build positive relationships in addition to working closely with internal and external stakeholders. Decisive leader known for consistently increasing productivity and efficiency levels and leading cross-functional teams.
Proficient in: DTC, Phase 3, TEAM, Marco, NetxPro, Piranha, Windows, Microsoft Office Suite, Oasys, CTM, and Bloomberg Systems
Key Competencies
Financial Administrative Support Vendor Management Account Reconciliation Client Support
Complex Data Analysis Customer Service Team Leadership Process Improvement
Attention to Detail Relationship Management Account Set-Up Oral/Written Communication
Professional Experience
Bloomberg Tradebook, New York, NY December 2012-Present
Middle Office
Direct day to day administrative and financial operations within a fast-paced environment with a focus on increasing productivity and operational efficiency levels
Work with clients regarding trade allocations, end of day reports, trade recaps, and settlements in addition to providing trade support
Oversee the settlement of both equity and global trades, resolved escalated client issues, and set up QSR, AGU, and correspondent flip relationships within the DTCC portal
Credit Agricole Securities, Iselin, NJ June 2007-November 2012
P&S Analyst
Coordinated complex administrative tasks within a financial environment which centered on identifying and resolving both listed and OTC equity breaks along with interacting positively with Traders, clients, and Brokers
Monitored trades and values via a NASDAQ workstation and communicated closely with clients and their clearing agents in the matching/processing of trades
Completed daily reconciliations of a CNS comparison accounts along with overseeing firm specific accounts such as inventory, suspense, and firm error accounts
Cantor Fitzgerald, LP, New York, NY April 2006-June 2007
P&S Analyst
Provided trade specific support with a concentration on correcting outstanding trade breaks and/or issues in addition to responding quickly to service requests from internal and external stakeholders (Traders, Brokers, etc. )
Completed NSCC balancing, ID PDQ fail set ups/cleanups, option trade booking, and the compiling of a spreadsheet outlining daily trade activities
Additional Professional Experience Includes: Security Master Associate, National Financial Services (2005-2006) and R&D Associate, National Financial Services (1997-2005)
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