SUMMARY:

Seasoned hands - on professional with extensive experience in the FX and Precious Metals domain with a strong technical knowledge base. Focused on generating new business and maximizing trading desk profitability. Working experience with all front, middle and back office processes.

TECHNICAL SKILLS:

Working product knowledge: Spot FX, Forwards, Swaps, Options, NDFs, Exotic Currencies and Precious Metals.

Trading desk skills: Bloomberg, Reuters, EBS, Lava, Worldview, FX Connect, Sonar, Sonar Dealer, FX Click, Webconnect, Edealer, GTSS, SWIFT, FXALL, P&L and Risk Management, Trading Algorithms implementation.

Technology skills: Excel (Macros, Pivot Tables, Vlookup), Access, Java, ASP, HMTL, SQL Unix, SDLC, Project Management, Database Management.

WORK EXPERIENCE:

Confidential, New York, NY

RELATIONSHIP MANAGER

Responsibilities:

• First point of contact for all client inquiries during US trading session.
• Monitoring Risk Warehouse, trading out of FX and Metals exposure. Reporting P&L to desk COO.
• Developing and maintaining relationships with clients such as hedge funds, FX brokers, global banks and high net worth individuals. Maintaining relationships and negotiating competitive pricing flow with FX and Metals liquidity providers.
• Supervising all onboarding efforts by gathering and delegating all client requirements, timelines and pricing expectations to onboarding teams and technology groups in order to provide clients with best execution experience and best liquidity for their style of trading.
• Assisting clients with trade execution via various trading platforms, executing trades on behalf of clients.
• Meeting clients and potential leads for the purpose of generating more business.
• Investigating trade discrepancies with clients, middle, back office, settlements and investigations teams.
• Investigating client collateral discrepancies with funds transfer and credit departments.
• Troubleshooting FIX API connection issues with clients, escalating issues to technology teams.
• Assisting sales and marketing teams in pitching business to perspective clients. Negotiating flow pricing with clients, establishing FX and Precious metals flow with liquidity providers.
• Training clients on use of Confidential back office systems, trading platforms, account statements and research reports.
• Facilitating daily discussions with various Citi technology teams, prioritizing and tracking business and technology projects and pending technical issues using the Jira tracking tool.
• Drafting client communications and trading conditions updates.
• Escalating margin and funding issues to clients, performing margin calls and monitoring margin closeouts.
• Generating and discussing revenue analysis with sales team and management.
• Assisting clients with financial audit inquiries and statements dealing with tax reporting.
• Training new members of the global RM team in all of the trading desk processes.

Confidential, New York, NY

TEAM LEAD

Responsibilities:

• Complete support of Confidential: four Asian Desk traders, four London Desk traders, eight US Desk traders.
• Trained members of all shifts in all tasks required for seamless operation of the Confidential in New York, as well as the London, Tokyo and Hong Kong operations teams.
• Initiated FX trades for global trading desk.
• Booked all Cash, Spot, Forward, SWAPs, and NDFs for traders, client managers, corporate actions and treasury.
• Received and processed orders from clients by phone, e-mail and fax.
• Assisted traders during volatile market sessions by accepting and pricing orders.
• Prepared functional documentation for various tasks pertaining to the Operations department.
• Monitored timely confirmation and settlement of all FX trades, escalating discrepancies to traders, clients, relationship managers, risk, compliance and IT department.
• Monitored all CLS, GTSS, Proactive confirmations.
• Monitored settlement deadlines for all emerging market currencies in order to avoid settlement risk.
• Tested and created test plans for upcoming system enhancements.
• Reported and escalated existing system issues in production and testing environments, created trouble tickets.
• Generated and monitored incoming and outgoing payments and various SWIFT messages.
• Coordinated with operations teams in Tokyo, Hong Kong and London and relationship managers in US, London, Tokyo and Luxemburg offices.
• Resolved funding shortages in client’s accounts by utilizing existing standing instructions and by contacting appropriate parties for authorization of various account actions.
• Monitored funding availability in various Nostros for Exotic and non-Exotic currencies.
• Monitored PNL for all traders, generating daily P&L reports and EOD P&L break investigation.
• Generated various Hedge, Prop and P&L analysis reports for Traders and Strategy team.
• Managed confirmation and settlement processes using Proactive Auto Matching system.
• Contacted custodian banks on behalf of clients in order to get authorization to execute restricted emerging markets currencies trades.
• Worked closely with traders, strategy team, treasury, corporate actions, client managers, standing instructions confirmations, settlements and investigations departments to bring maximum profitability to the firm as well as delivering best possible service to the firm’s clients.

Confidential, Forest Hills, NY

BUSINESS ANALYST (CONSULTANT)

Responsibilities:

• Created technical requirements for report conversions and data transformations.
• Analyzed existing reporting and database systems and recommend optimizations and possible migration paths.
• Migrated financial reporting databases from Access to Oracle and SQL Server.
• Developed custom applications in Access with VBA customizations of financial formulas.

Confidential, New York, NY

JUNIOR FX PORTFOLIO MANAGER

Responsibilities:

• Managed a portfolio of currency based assets, concurrently monitored nine currency pairs.
• Attended market analysis workshops and seminars led by senior traders.
• Provided independent monitoring of the day to day control aspects of the firm’s operations by preparing balance sheets, P&L, risk management reports.
• Executed and confirmed trades with clients, resolved trade discrepancies with clearinghouse.
• Performed technical and fundamental, medium and long term market trend research.
• Processed account opening applications, deposit and withdrawal wire transfers, received client funds.
• Coached four entry-level trading assistants in technical analysis and monitored their trading activities.

Confidential, Long Island City, NY

PROJECT MANAGER AND TECHNICAL LEADER

Responsibilities:

• Simultaneously managed two development teams in building and updating various banking applications (6 and 8 people in India).
• Implemented multiple bank projects by taking ownership of the full Software Development Life Cycle.
• Worked closely with UAT and IST teams in order to deploy flawless production system enhancements and updates with the least possible downtime of the banking application.
• Conducted weekly meetings with development and business teams in order to write up business requirements for technical projects.
• Developed project scope: budgets, time lines, tasks, recourses and delivery dates.
• Prepared sizing, estimation, status reports, developed test plans and performance reports.
• Negotiated requirements and deadlines with marketing, legal and top management.
• Implemented functionality and system (load, stress, and performance) test plans.
• Implemented and optimized various database in order to improve system performance.