TECHNICAL SKILLS:

MS Office, MS Project, VISIO, Bloomberg, Confidential, BlueMatrix, Reuters, Geneva, Portia, Charles River, ClearVision, FXAll, MarkitWire, Deriv/SERV, Markit CPM / Markit Document Exchange, Confidential, ICE Link, SharePoint, WestLaw. Alladin, CCRM, SWIFT, Access, LexisNexis, SalesForce, JIRA

PROFESSIONAL EXPERIENCE:

Confidential

Senior Account Manager / Project Implementation, Atlanta, GA

Responsibilities:

• Senior Member of North American Confidential Middle Office team, responsible for all MO key deliverables including training clients in systems; ensuring that client Middle Office integration plans hit all target dates for processes and production of reports
• Developed actionable ideas for change management, client implementations and process improvements
• Ensure business readiness by developing and leading knowledge transfer training for senior management, clients and junior staff
• Establish processes for derivatives middle office protocols for US, Canadian and European clients
• Ensure all client trades (fixed income, equity, derivatives, cash and futures) are booked properly in Confidential and captured in PnL; run scheduled tasks in Confidential and produce daily CAPL reports, review PnL reconciliations and Treasury management functions
• Review daily position and trade reconciliations between fund books and records and Prime Broker
• Responsible for set up and review of securities in Confidential confirm through Bloomberg daily static data updates

Confidential

Collateral Change Management Business Analyst, Charlotte, NC

Responsibilities:

• Responsible for project planning, tracking and reporting progress including scheduling meetings and reporting outcomes for meetings with project stakeholders to identify requirements and resolve key issues and providing input into the direction for transformation of multi - currency collateral movements; developed actionable ideas for implementation and OCM
• Assisted with the creation, review and editing of business requirements documents related to scope of project and systems integrations; ensured issues were identified, documented, tracked, escalated, reported and resolved in a timely manner
• Reported progress, gap analysis, conflicts and impacts to Project Manager and PMO

Confidential

Regulatory Change Management Business Analyst, Greenville, SC

Responsibilities:

• Analyzed various Regulatory rules and the current state of the US business (with particular attention to Confidential rules and the derivatives business) in order to create the design, definition and documentation of business requirements and process improvements for enterprise level Regulatory and Financial Reporting work stream; also assisted with additional Enhanced Prudential Standards (Section 165), OCM and Risk Management (Liquidity) reporting work streams
• Developed and lead workshops for knowledge transfer with senior management, other technical areas and business units
• Provided oversight for Project Management and implementation teams for Reporting, Lending Limits and Risk Management
• Develop business requirement documents (BRDs) with key performance indicators (KPIs) for scope of projects

Confidential

AVP, Integration Specialist, Atlanta, GA

Responsibilities:

• Responsible for successfully driving end-to-end execution of enterprise level Confidential compliance project for Swap Dealer
• Created new process and improvements to current processes to ensure that all aspects of client information are correctly captured and reported in OTC trading systems; developed BRD and worked with IT to create controls and reporting processes
• Negotiated Confidential Master Agreements, Confidential agreements and other ancillary documents to ensure Confidential compliance
• Supported collateral management with data inputs and interpretation of Confidential and CSA documents; project status reports
• Participated in knowledge transfer (OCM) with senior management, Legal, IT, compliance, front office and other team members
• Completed other project roles important to Confidential Documentation and DF compliance, including End User Filings and EMIR

Freelance Derivatives Business Analyst, NY, NY

Confidential

Responsibilities:

• Reviewed client information for Confidential compliance; input information into collateral and trading systems
• Responsible for onboarding prime services clients, including negotiating Confidential Master Agreements, collateral annexes, & prime brokerage agreements; worked closely with the Front Office, Credit, Collateral, & Legal groups to meet tight deadlines
• Worked with Legal to successfully renegotiate all Guarantees & related Master Agreements to facilitate merger with Bache

Confidential

AVP, Negotiator, NY, NY

Responsibilities:

• Drafted, negotiated, and tracked the execution of trading documentation, including Confidential Master Agreements, CSAs, MRAs, GMRAs, guarantees, commodity documents and any ancillary documents for bank clients in order to ensure adherence to policies for Confidential trading including MBS/ABS./Securitized loans/repos, etc.; primarily involved with negotiations for hedge funds; also negotiated terms for Confidential Give up agreements; partnered with senior attorneys on structured product deals and documentation for new products, options and repos
• Worked closely with the Sales, Trading, Credit, Risk Management, Collateral, Compliance, client onboarding/KYC and other internal control groups to resolve legal/risk/operational issues and obtain relevant approvals in order to gain maximum legal and regulatory benefits and minimize exposure to risk; input all collateral information in systems; supervised 3 paralegals/admin staff

Confidential

Credit Derivatives Documentation Analyst, New York, NY

Responsibilities:

• Responsible for drafting CDS & IRD confirmations, middle office processes including distribution of trade, reconciliation, risk reports & trade queries; acted as intermediary/liaison with trading, operations, risk management & legal to resolve issues
• Resolved transaction discrepancies and documentation issues for an international client base; worked on process improvements
• Successfully completed Confidential / Confidential change management project; assisted with the execution of Confidential Master Agreements