ASSOCIATE - CLIENT MANAGEMENT, GLOBAL PRIME FINANCE Resume New York, NY - Hire IT People

SUMMARY

History of providing excellent client service and cultivating deep senior relationships wif high profile hedge funds to maximize client engagement.
Comprehensive noledge of prime brokerage services and operations, including collateral management, portfolio reconciliation/reporting, securities lending, global margining and corporate actions.
In - depth understanding of global financial markets wif experience across multiple asset classes and instruments including equities, fixed income, futures and options, foreign exchange, and synthetic equities.
Originated new and incremental business opportunities wif hedge fund clients by engaging wif clients to understand their strategic direction and forecast future requirements.
Proficient in Advent Geneva portfolio Confidential system as well as Bloomberg.

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

ASSOCIATE - CLIENT MANAGEMENT, GLOBAL PRIME FINANCE

Responsibilities:

Sole point of contact for 10-15 high profile domestic and international hedge fund managers, which included investment advisors, money managers, market makers, specialists and other professional investors trading at multiple securities firms
Managed existing client relationships and facilitated all aspects of client service including collateral management, technology deployment, portfolio reconciliation/reporting, securities lending, global margining and corporate actions
Provided training and guidance to new staff as well as support staff
Allocated value added resources such as creative financing solutions and custom reporting for equity products
Monetized hedge fund partnerships and drove equity financing and trading revenues
Served as a liaison wif clients to remedy daily trade discrepancies, confirmations and positions; collaborated wifin the firm to identify and expedite resolution of client related issues
Assessed and mitigated the firm's risk and exposure by monitoring trading activity daily and overseeing any operational risk associated wif expirations on listed options; advised senior Confidential daily
Oversaw corporate actions for complex hedge funds, ensuring instructions are implemented accurately
Facilitated introductions between hedge funds and the banking franchise to form relationships dat would drive revenue
Formulated strategies to increase market share wif existing client base, including the design of a client specific custom trade allocation template

Confidential, New York, NY

VICE PRESIDENT - SENIOR RELATIONSHIP MANAGER, PRIME BROKERAGE SERVICE

Responsibilities:

Provided a single point of contact for all global clearance needs to 10-12 Prime Broker clients
Managed a team of 3 Relationship Managers responsible for servicing approx. 30-35 predominantly hedge fund clients
Facilitated trade support issues such as corporate actions, stock loan, margin, financing, settlements, portfolio reporting, technology support, new account processing, futures, foreign exchange, and all operational and support requirements
Participated in sales calls wif prime brokerage sales team to represent client service and review operational topics such as reporting, enhanced margin options, infrastructure and workflows
Settled domestic and international trades for Confidential Hedge Fund clients; facilitated the efficient movement of securities and monitored compliance against pre-set limits
Confirmed daily performance figures and positions for traders and money managers
Acted as a liaison between clients, outside broker-dealers, operation managers, and key global settlement areas wifin Confidential

Confidential, New York, NY

ACCOUNT EXECUTIVE

Responsibilities:

Ensured high quality service and facilitated all client trades and money movement
Marketed the Confidential funds to a broad spectrum of institutional investors, including corporations, banks, employee benefit plans, endowment funds, governments, insurance companies, and high net worth individuals
Supported institutional relationship managers and funds marketers in growing assets and maintain existing relationships

Confidential, New York, NY

RELOCATION PROJECT MANAGER

Responsibilities:

Responsible for managing the key components and logistics of corporate relocations.
Oversaw logistics, inventory control, new and used furniture requirements, personal computers, and the Confidential and control of moving company personnel
Provided consulting services to J.P. Confidential Investment Confidential Inc., Medco Containment Services, U.S. Trust, KPMG, DLJ Inc. and Chase Confidential Bank