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SUMMARY:

Goal and results oriented back office expert with an extensive experience managing all aspects of hedge fund and brokerage operations. Expertise includes fixed income & equity settlements, back/middle office trade support, repurchase agreements, reconciliation, derivatives operations, invoice/billings and operational controls. Expert on Confidential ’s Federal Reserve GSCX settlement systems and worked on UAT projects teams on updating trade booking and modeling. I'm an outstanding team player, I have strong management skills and I have record of success in developing and maintaining strong business relationships with associates and clients. I have exceptional legal, accounting and organizational skills in reporting financial analysis and the ability to perform under aggressive time frames.

AREAS OF EXPERTISE:

Brokerage Operations
Repurchase Agreements
Derivatives Collateral Management
Operational Controls
Prime Brokerage
DTCC/GSCC/MBSCC
Settlements Fixed Income & Equity Products
Treasury/Mortgage Backed Securities
Aexeo FX
Settlements
Reconciliation
GSCX Settlement Systems
Project Management
TMPG Hedge Serv. / LCH CME

PROFESSIONAL EXPERIENCE:

Confidential

Consultant

Responsibilities:

Succeeded with a 75% reductions in reconciliation breaks, implementing new settlement process and by increasing communication with Confidential, our fund administrator
Setup a position rec report showing all outstanding and position breaks across +20 PBs and various product and collateral types
Brought Fortress into regulatory compliance with paper trade affirmations in Mark It Wire for 50+ trades weekly. Settled/ confirmed CDS, Interest Rate and Currency Swaps
50% improvement on trade confirmation process by implementing teamwork on the division of duties
Confirmed monthly interest billing for various counterparties; resolved invoice disputes between counterparties
60% improvement settlement timeliness by working directly with the top three counterparties causing the majority of the breaks
Setup new non USD funding reporting in order improve cross currency issues settlement issues, reduce balances and help management analyze AUM & margin collateral.

Confidential, New York, NY

Consultant

Responsibilities:

Achieved 10% cost reduction by facilitating enhancements and new business models for internal Settlements and Financing Exceptions (SAFE) system with Graphic User Interface (GUI)
Spearheaded operational control project identifying over 3,000 invalid and failed internal system missions and increased overall system effectiveness
Saved 1.5 employee hours daily by improving reporting of fails/metrics; created new spreadsheet system for reporting results to senior management
Project team member on UAT testing of new OCC/CME booking model over the GSCX system; this was vast improvement over the past systems where regulatory funding was done vs. MS & Co.
Prime brokerage team and DTC settlements group

Confidential, Brooklyn, NY

Consultant

Responsibilities:

Key leader new Graphical User Interface streamlining settlement systems into new SAFE systems, where cost were reduced and reporting was more robust
Interfaced with various trading desks, department managers and auditors on problematic accounts and setup new procedures. For example, I worked directly with the repo desk and salesman on a large mutual fund that was increasingly failing on trades, I setup a procedure where a mid - day fails report was sent to the settlements team and I would then speak to different custodians about the client’s trades.
Worked directly with trading desk on daily calculations for different regulatory bodies and processed requirements
Team leader on all process improvement projects and worked directly with IT on settlement and regulatory requirements

Confidential, New York, NY

Consultant

Responsibilities:

Traveled the life of a trade and worked with several groups such as P&S, Reconciliation, Settlements, stock loans and trading desk
Improved processes by reducing paper usage by moving to an On Demand reporting system
Identified problematic accounts and procedures that were root causes for trade failures and made recommendations to improve the processes
Worked with IT dept. on setting up and stream lined US Treasury Settlements and the reconciliations groups overall daily workflow reducing man hours by 20%
Worked directly with different funding groups on proper cash balances between different internal Confidential companies

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