Cib-middle Office Resume Samples

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AC
A Crist
Aubree
Crist
4859 Michale Via
Philadelphia
PA
+1 (555) 138 2111
4859 Michale Via
Philadelphia
PA
Phone
p +1 (555) 138 2111
Experience Experience
11/2014 present
Phoenix, AZ
Cib-custody Middle Office Authentication Team
Phoenix, AZ
Cib-custody Middle Office Authentication Team
11/2014 present
Phoenix, AZ
Cib-custody Middle Office Authentication Team
11/2014 present
  • Make performance appraisal for direct reports
  • Work with VP to ensure regular communication with partner locations
  • Review and improve on productivity benchmarks on ongoing basis
  • Create strong resiliency & backups within the team
  • BAU Execution to be best in class. Publishing of weekly KPI's & KRI's and to identify and track reasons for deviation from agreed levels. Ensure follow up for all ageing items
  • Work in partnership with Local ORM team for QA Tests, MIS, Audit etc
  • Assist in preparing and implementing Business Continuity Plans
08/2008 08/2014
Boston, MA
Cib-equity Derivatives Group Middle Office
Boston, MA
Cib-equity Derivatives Group Middle Office
08/2008 08/2014
Boston, MA
Cib-equity Derivatives Group Middle Office
08/2008 08/2014
  • Strong team work
  • Performing essential daily controls with attention to detail and awareness of the controls’ importance
  • Accurate trade capture of transactions in Risk Management Systems and product sets, both onshore and offshore
  • Students of Administration, Accounting, Economics or Engineering
  • Event processing for derivatives
  • Graduation in [June/2018] or later
  • Dealing with queries from a variety of different teams from Front to back office across multiple countries and regions
08/2002 06/2008
Los Angeles, CA
Cib-futures & Options Middle Office
Los Angeles, CA
Cib-futures & Options Middle Office
08/2002 06/2008
Los Angeles, CA
Cib-futures & Options Middle Office
08/2002 06/2008
  • Help to manage JPM CCVM and Clients Exposure
  • Help to manage and control revenue reports
  • Approve give-ups and give-ins deals from other brokers
  • Graduation in December/2017 or later
  • Students of Economy, Business Administration, Engineering, Agronomy, International Relations, Accounting, Mathematics, Technology Related Courses
  • Support Futures and Options Trading & Sales Desk
  • Generate reports: trading confirmation/ position and costs to clients
Education Education
Bachelor’s Degree
Bachelor’s Degree
University of Memphis
Bachelor’s Degree
Skills Skills
  • Ability to discuss risk management of complex corporate action events with high profile prime broker clients
  • Ability to represent and promote the firm's People Agenda
  • Ability to develop direct reports for career advancement and skill-set expansion
  • Ability to meet with new and existing Prime Brokerage clients to discuss relevant Asset Servicing issues
  • To be able to perform trade reconciliations, check option positions, communicate with clients and service managers
  • Ability to manage events form end to end, ensuring all controls are followed
  • Ability to create, maintain and adapt metrics for the group
  • To serve as the main escalation contact on all issues relating to Asset Services events, for Prime Brokerage and Operations business partners
  • To ensure the client instructions for corporate actions are received and approved
  • To understand the security movements and cash flows associated with each corporate action and to respond to client inquiries
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15 Cib-middle Office resume templates

1

Cib-synthetic Prime Middle Office Resume Examples & Samples

  • Single point of contact for all assigned Clients
  • Trade matching, allocation and exception handling
  • Cashflow management for lifecycle payments of client swaps
  • Managing clients queries, ensuring they are investigated and resolved in a timely fashion
  • Liaising with internal departments to resolve discrepancies
  • Communication of open issues to the client and Client Service Rep in a clear and concise manner ensuring a full understanding of the issue
  • Identify opportunities for process improvement and work with the relevant partners to deliver to the business
  • Conduct Quarterly review of all client accounts
  • Client visits
  • MIS and Trend analysis for root cause and issue resolution
  • Self motivated, self starter
  • Ability to work under pressure, prioritising tasks according to risk and client profile
  • Excellent communication and interpersonal skills, ability to develop strong working relationships with marketers, clients, traders and other support teams
  • Strong leadership skills. Ability to take ownership and responsibility
  • Team Player, but able to work independently
  • Experience within an operations environment
  • Ability to help change and improve the process
  • Strong derivative product knowledge (Knowledge of Equity Swap and Delta One products an advantage)
2

CIB Investor Services Operations Custody Middle Office Client Facing Segment Lead Resume Examples & Samples

  • Strong prior custody operational experience
  • Experience of working on large scale, multi-stream programs
  • Candidate must have a control focused agenda, and a thorough understanding of program/project risk
  • Anticipate issues and aggressively drive initiatives to ensure results
  • Self-starter and ability to learn quickly
3

CIB Operations Ficc Middle Office Change Resume Examples & Samples

  • Working closely with the Business (Desk Heads, Global and Regional Business Managers) to understand their needs / priorities / issues
  • Initiating projects by defining scope, objectives and timeframes
  • Performing cost benefit analysis to propose optimum future process to the business
  • Being the voice of the business and facing-off to partners - technology, operations, legal, compliance, treasury and other support groups
  • Building and owning project deliverables: business case, plans, issues & risks
  • Excellent project management skills & a track record in delivering complex projects on behalf of Front Office / Operations / Technology
  • At least 3 years experience working in the change environment
  • Good balance between analytical skills and interpersonal skills
  • Ability to face off to very demanding stakeholders, managing their expectations
  • Previous experience in the Financial Services industry. Understanding of Fixed Income/Rates or Currencies business would be useful but not mandatory
  • Strong understanding of the end to end transaction lifecycle
  • Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
  • A self motivated individual, able to deliver with minimal supervision, whilst working effectively in a team
4

CIB Operations Equities Middle Office Change Management Resume Examples & Samples

  • Translating business priorities into clear requirements; providing traceability of requirements to functional implementations
  • Analyse, design and document business processes and target operating models
  • Formulating test strategies, preparation of test materials and coordination of execution
  • Contribute in developing, delivering and evaluating training materials
  • Building and running governance around the different initiatives: communication, escalation, resolution
  • Experience in the Financial Services industry with understanding of Equity Derivative products and associated end to end transaction lifecycle
  • Excellent problem solving skills to identify, understand and address operational and technical issues
  • Proficient in requirements gathering and documentation skills
  • Proven project management experience & a track record in delivering projects on behalf of Front Office, Operations and/or Technology
  • Experience in planning and executing User Acceptance Tests
  • At least 5 years experience working in the change environment
  • Good balance between analytical and interpersonal skills
  • A self motivated individual, able to deliver with minimal supervision whilst working effectively in a team
5

CIB Ops-ib Risk Middle Office Cpg-associate Resume Examples & Samples

  • Support the CPG Trading desks (CPT/DDT) across multiple products and risk management systems
  • 3+ years experience in investment banking
  • Collateral Management including understanding CSA documentation and the impact of using different discount curves to price trades
  • Understanding of financial terminology and traded products
  • Who works well with others and is a good team player in order to deliver results
  • Ability to work under pressure, dynamic and able to fixed deadlines
  • Ability to multi-task and manage multiple projects while continuing to deliver on daily requirements
  • Independent thinker , good attention to detail and investigative skills
  • Knowledge of accounting and finance
  • Advanced MS Excel/Access skills particularly VBA
6

Cib-equity Derivatives Group Middle Office Resume Examples & Samples

  • Accurate trade capture of transactions in Risk Management Systems and product sets, both onshore and offshore
  • Performing essential daily controls with attention to detail and awareness of the controls’ importance
  • Event processing for derivatives
  • Students of Administration, Accounting, Economics or Engineering
  • Graduation in [June/2018] or later
  • Knowledge of MS Office package
  • Knowledge of derivatives is a plus
  • Must be able to resolve issues on a daily basis
  • Detail orientated individual that can multitask efficiently under pressure and in a fast paced environment
  • Independent , proactive, self-motivated and flexible with a positive attitude
7

Cib-custody Middle Office Latam Resume Examples & Samples

  • Perform root cause analysis for their respective clients to increase STP and reduce client inquiries
  • Establish and maintain relationships with operations & middle office contacts at clients
  • Work as part of the global team performing follow the sun hand offs to ensure a smooth global coverage for global clients
  • Meeting with clients in person along with client service
  • Strong knowledge of equity, fixed income & FX products
8

Cib-futures & Options Middle Office Resume Examples & Samples

  • Support Futures and Options Trading & Sales Desk
  • Approve give-ups and give-ins deals from other brokers
  • Allocate deals
  • Generate reports: trading confirmation/ position and costs to clients
  • Attend business, client services and clients demands
  • Help to manage JPM CCVM and Clients Exposure
  • Help to manage and control revenue reports
  • Students of Economy, Business Administration, Engineering, Agronomy, International Relations, Accounting, Mathematics, Technology Related Courses
  • Graduation in December/2017 or later
  • Strong Knowledge of MS Office package (Excel, Word, Power Point and PDF Acrobat)
  • Knowledge on Derivatives, Broker Business, Exchange Knowledge and finance/ investment courses will be consider as differential
  • Focus and attentive to details
9

CIB Operations Equity Derivatives Middle Office Resume Examples & Samples

  • Reconcile and Resolve Fails & Exceptions (Trade & Settlement Breaks)
  • Monitor Fails / Exception Reports
  • Provide Business Control Reporting – MIS
  • Perform reconciliation between Front Office, Middle Office and Back Office systems to ensure data capture accuracy and completeness
  • Perform daily controls and reconciliation functions for EDG trades
  • Provide detailed business control metrics to management on a daily basis
  • Action business as usual (BAU) tasks and execute root cause analyses on new issues or control gaps
  • Take ownership of work, problems, clarify issues / objections, and ensure data integrity, accuracy and completeness
  • Build and maintain strong working relationships with all EDG teams and be an expert on Equity Derivative Reconciliations and Controls
  • Handle adhoc projects for the team
  • 3-5 years of experience in an investment banking environment, preferably in Middle Office / Trade Support
  • Attentive to details and strong interpersonal skills
  • Solid business judgments and positive attitude
  • Sound knowledge in EDG products
  • Strong proficiency with PC software. Knowledge of MS VBA and SQL would be an asset
10

CIB Treasury Services Escrow Middle Office rep Associate Resume Examples & Samples

  • Bachelor’s degree, preferably in related field of study (Business or Finance)
  • Experience in financial services, preferably in Escrow, Custody or Corporate Trust
  • Strong Verbal and Written Communication skills
  • Excellent PC skills including Word and Excel
11

Cib-ib Risk Middle Office CSA Discounting & Optimisation Resume Examples & Samples

  • Management Global JPM curve remapping exercises and providing analysis of expected Risk and PnL delivery to the desk
  • Experience in investment banking
  • Strong technical knowledge and logical mindset in technology, product and process
  • Kapital risk management system expertise
12

Cib-custody Middle Office Authentication Team Resume Examples & Samples

  • BAU Execution to be best in class. Publishing of weekly KPI's & KRI's and to identify and track reasons for deviation from agreed levels. Ensure follow up for all ageing items
  • End to End process responsibility and to be in control of End of day reports and critical intra day reports
  • Managing all Exceptions and handholding to closure
  • Play a key role in Audit reviews and checks
  • Assist in preparing and implementing Business Continuity Plans
  • Review and improve on productivity benchmarks on ongoing basis
  • Work with VP to ensure regular communication with partner locations
  • Make performance appraisal for direct reports
  • Processes research/investigations on appropriate systems to operations
  • Explains product features and benefits
  • Understands how products can solve customer problems
  • Create strong resiliency & backups within the team
  • Work in partnership with Local ORM team for QA Tests, MIS, Audit etc
  • Graduate 8-9 years experience/CA/ MBA (Finance)/CFA
  • Must be able to work under pressure and make accurate decisions in stressful situations
  • Uses initiative and readily questions
  • Must be able to lead, manage and motivate the teams
  • Client focussed
  • An appreciation of risk and quality issues
  • Control Oriented
  • Proactive, positive approach
  • Able to grasp/learn concepts and procedures quickly
13

Cib-middle Office Fixed Income Resume Examples & Samples

  • Assist Sales Middle Office in running reports
  • Assist in trade capture of client allocations
  • Assist on trade amends commentary
  • Look up USI ID’s in CME Clear port
  • Assist in ad hoc projects and PowerPoint decks
14

Cib-prime Brokerage Trade Management Middle Office Resume Examples & Samples

  • Partnering with clients to understand business and service needs. Validating client requirements vs. services offered and implementing support processes in CS
  • Prime Brokerage or Client Services background desirable
  • Understanding of the clearance business model
  • Strong MS Office skills (Word, Excel and Powerpoint)
  • Team player but can operate without direction
  • Perform well under pressure and can meet tight deadlines
  • Strong PC skills required
15

Cib-treasury Services Escrow Global Middle Office Head Resume Examples & Samples

  • 10+ years experience in Escrow, Trust or Treasury Services
  • Experience managing large teams with diverse roles
  • Strong financial, analytical and strategic skill set
  • Disciplined approach to Risk Management
  • Detailed knowledge of product related risk and regulatory environment
  • History and reputation for strong compliance with all regulatory requirements in both letter and spirit of law
  • Execution-oriented self-starter who likes to take initiative, and is able to get things done
  • Energetic, Team player
  • Excellent reputation in business. Able to attract and retain top managers
  • Proven organizational and administrative skills
  • Culturally sensitive with the ability to work effectively among different countries and regions
  • Strong knowledge of JPMorgan and Escrow is desirable
  • Graduate degree preferred; proven Treasury Management experience a plus
16

Cib-middle Office Resume Examples & Samples

  • Ensure trade capture is performed correctly in the Risk Management Systems
  • Investigation and resolution of queries
  • Degree in Finance, Accounting, Economics, or Engineering
  • Good command of spoken and written English
  • Willing to learn and capable of working under pressure as well as proactive approach to resolution
  • Ability to take initiative
17

Cib-prime Custody Middle Office Resume Examples & Samples

  • Strong business knowledge is preferred/Added advantage of Prime Custody
  • Knowledge of Cash Processing and Trade lifecycles
  • Knowledge of Global markets and settlement practices
  • Operate effectively in a dynamic environment with tight deadlines, and can prioritize one’s own work to achieve them
  • Basic knowledge of Prime Broker, Hedge Fund Services, or Mutual Funds
  • Dedicated to superior client service and ability to remain poised under pressure
  • Keen eye for details and accuracy
18

CIB GCG Operations Marketing Middle Office Resume Examples & Samples

  • Marketing Middle Office provide operational support to all Sales and Marketers trading commodities within EMEA
  • Liaising with clients, vendors and internal teams to investigate and resolve trade discrepancies
  • Onboarding clients and providing post trade support for the JPM Online Trading Platform (JPMM)
  • Supporting the execution of large portfolio purchases
  • Working with the firmwide offboarding group to clean up historic reference data
  • Helping Front office understand the changing regulatory agenda and providing support
  • Building rapport and providing exemplary client service to internal and external stakeholders
  • Actively participate in improving current processes whilst maintaining controls
  • IT literate in all Microsoft packages
  • Proactive and willing to learn
19

Cib-equity Derivatives Group Structured Investments Middle Office Resume Examples & Samples

  • Previous management experience
  • Motivated, self-starter and results driven
  • Ability to work under pressure, prioritizing workloads in a multi-client environment where demand exceeds supply
  • Creative problem solving capability
  • Equities Derivatives experience in a global financial institution, preferably in a mix of business and technical capacities
  • Understanding of front to back business processes in Securitized derivative products preferable
  • Proficiency in Word, Excel, Bloomberg necessary
  • Knowledge of VBA a plus
20

CIB Rates Middle Office Resume Examples & Samples

  • To produce and explain daily P&L / Risk but also ensure its accuracy
  • To understand the cashflows associated with each trade and to work with the accounting and settlement teams to
  • Extremely detail oriented, with a some knowledge of interest rate derivatives preferred
21

CIB Operations Prime Brokerage Middle Office Interest Control Associate Resume Examples & Samples

  • Multi-year experience in Middle Office, Operations, Treasury, or support for Cash Margin Financing/Equity Finance /Stock Borrow Loan products
  • Prime Brokerage Cash Financing/Securities Lending product experience and knowledge is preferred
  • Project Management - Support the build out, development, testing and implementation of various strategic business initiatives (migration of cash prime brokerage client charging engine, new financing P&L engine for shorts, enhancement of client financing reports, decommissioning of legacy systems, etc.)
  • Control - Review/perform daily client level cash financing P&L validations. Analyze variances and investigate P&L discrepancies to ensure P&L reported to senior management is complete and accurate
  • Financial month end close - Review gross interest financing month end process for Prime Brokerage
  • Rates OnBoarding - Responsible for overall accuracy of financing rate set-up process
  • Prefer MS/MBA in Accounting or Finance
  • Strong organizational, planning, time management and process management skills
  • Attention to detail is essential
  • Strong quantitative and qualitative analytical skills and a creative approach to problem solving
  • Exceptional relationship and team building and influencing skills
  • Ability to multi-task with flexible working style
  • Control / efficiency mindset
  • Understanding of accounting and financial calculations and their applications also advantageous
22

CIB Operations Futures & Options Middle Office Resume Examples & Samples

  • Client liaison – Single point of contact for all trade breaks, commission breaks, reporting queries and adhoc queries, liasing with various internal teams to resolve these issues whilst maintaining the highest level of client service
  • Timely and accurate product expiry management
  • Opportunity for travel to visit clients for service review meetings, adhoc meetings, client training
  • Initiating and participating in process improvement initiatives
  • Project work including managing stakeholders and driving change
  • F&O experience is desirable, although not essential
23

Cib-prime Brokerage Middle Office Asset Services Resume Examples & Samples

  • To manage a team of high-performing, experienced Asset Services Client Service specialists
  • To ensure the client instructions for corporate actions are received and approved
  • To be able to perform trade reconciliations, check option positions, communicate with clients and service managers
  • To serve as the main escalation contact on all issues relating to Asset Services events, for Prime Brokerage and Operations business partners
  • Ability to meet with new and existing Prime Brokerage clients to discuss relevant Asset Servicing issues
  • Ability to develop direct reports for career advancement and skill-set expansion
  • Manage a large agenda of product development and process improvement requirements, across all business partners, clients, Operations, and Technology
  • Ability to represent and promote the firm's People Agenda
  • Build and maintain a diverse workplace
  • Bachelor’s degree, required
  • Minimum 2 years management experience
  • Knowledge of various asset classes, including (but not limited to), Equities, Fixed Income, and SWAP
  • Self-starting, independent team player
  • Time Management: Organization and prioritization of tasks, meeting deadlines and working to defined targets
  • Technical skills : The daily tasks will involve using several applications as well as the standard desktop. Thorough Microsoft Excel and PowerPoint knowledge a must