CIB Operations Analyst Resume Samples

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DK
D Kerluke
Dallas
Kerluke
210 Welch Flats
Los Angeles
CA
+1 (555) 122 2381
210 Welch Flats
Los Angeles
CA
Phone
p +1 (555) 122 2381
Experience Experience
02/2015 present
Los Angeles, CA
Cib-gfic Mo-operations Analyst
Los Angeles, CA
Cib-gfic Mo-operations Analyst
02/2015 present
Los Angeles, CA
Cib-gfic Mo-operations Analyst
02/2015 present
  • Establish a strategic mindset by constantly identifying opportunities to improve controls and make sure Trader’s books are complete and accurate
  • Develop a working knowledge of debt products and lifecycles
  • Perform cost benefit analysis to propose optimum future process to the business
  • Performing important Front Office to Front Office and Front Office to Back Office system reconciliations
  • Review & improve the end to end control process around the various reconciliations
  • Would be responsible for Tokyo UST trade management and monitoring process
  • Ultimately, successfully deliver controlled environment while performing Trade Support activities
06/2009 11/2014
New York, NY
Cib-mo Edg-operations Analyst
New York, NY
Cib-mo Edg-operations Analyst
06/2009 11/2014
New York, NY
Cib-mo Edg-operations Analyst
06/2009 11/2014
  • Overseeing the data gathering process, analyze the data and report MIS utilizing the various data source
  • Team performs controls namely peak exposure check, Independent Amount and Credit charge
  • Build and maintain strong working relationships with all global teams and be an SME on Reconciliations and Controls
  • Continuously participate in projects involving; new product rollout, new system implementation, process improvements, etc
  • Provide detailed business control metrics to management on a daily basis
  • Perform daily checks across all (Asia/ EMEA and NA) regions for Equities to ensure critical fields are updated and matching between Upstream / Risk Management System and Downstream
  • Escalate issues for any urgent matters or assistance
12/2005 01/2009
Detroit, MI
CIB Bacc-operations Analyst
Detroit, MI
CIB Bacc-operations Analyst
12/2005 01/2009
Detroit, MI
CIB Bacc-operations Analyst
12/2005 01/2009
  • Ensuring that the defined KPI's for the team are consistently met and providing root-cause analysis with robust action plans in case of errors
  • Taking active participation in process improvements and automations
  • Establishing and maintaining excellent relationships with the Business as well as the people in the Client support/Ops groups
  • Provide operational support throughout the transaction life cycle
  • Proactively work in improving processes to gain efficiency and productivity
  • Manage complex operational and settlement issues
  • Proactively identifying problems and proposing solutions
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Portland State University
Bachelor’s Degree in Business
Skills Skills
  • Excellent time management skill and ability to prioritize work effectively
  • Ability to multi task, ensuring the controls are performed correctly, breaks are resolved and MIS being sent to managers on deadlines
  • Ability to work in a high pressure environment with time critical deliveries
  • Ability to drive results through a "hands-on" approach
  • Ability to respond to a changing environment
  • Proactive in problem solving and developing solutions
  • Be innovative and suggest system improvement capabilities
  • Control mindset to identify process control gaps, prioritize & mitigate operational risk
  • Positive “Can Do” attitude
  • Contributes to an environment of collaboration and mutual responsibility
Create a Resume
1

Cib-rates Settlements Operations Analyst Mumbai Resume Examples & Samples

  • Able to implement small projects given clear goals and direction
  • Communicates effectively & professionally, responsive to queries and requests and able to escalate when needed
  • Matching of incoming confirmations /settling payments for sensitive/ larger counterparties
  • Where appropriate, takes action on own, without waiting for direction from others. Persists and continues to strive for a goal despite obstacles and setbacks
  • Expresses ideas in a confident, clear and compelling way and appropriately tailors style/approach to audience, both verbally and in writing
  • Basic understanding of individual functions comprising the business, their interdependencies and business as a whole
  • Knowledge of the technical infrastructure that supports the business & effectively utilizes infrastructure for daily tasks
  • Capitalizes on opportunities to develop relationships with others outside their business/function
  • Should be excellent at excel management
2

Cib-fx Ops-operations Analyst Resume Examples & Samples

  • Processing of foreign exchange trades
  • Settlement of trades
  • Preparing swift messages
  • Liaising with internal and external clients via phone / emails
  • Raising and resolving queries related to trades
  • Preparing MIS and reporting as required on the desk
  • Ability to multi task in a fast paced environment and very results oriented
  • Ability to understand and articulate business requirements
  • Ability to communicate with external / internal clients
  • Ability to work independently and very self-motivated
  • Responsive to a dynamic and constantly changing environment
  • PC skills required: MS Word, Lotus Notes, MS Excel and Internet
  • Graduate with good academic record
3

CIB F&O Operations Analyst Resume Examples & Samples

  • Graduate with at least 2.5 + yrs of experience, preferably in back office operations
  • Solid intellectual capacity for process improvements
  • Strong time management skills required to meet exchange and front office deadlines
4

Cib-mo Edg-operations Analyst Resume Examples & Samples

  • Perform daily checks across all (Asia/ EMEA and NA) regions for Equities to ensure critical fields are updated and matching between Upstream / Risk Management System and Downstream
  • Team performs controls namely peak exposure check, Independent Amount and Credit charge
  • Investigate exceptions and liaise with multiple teams across Front Office, Middle Office, Back Office and technology teams to get the exceptions resolved
  • Action and perform root cause analyses on new issues or control gaps
  • Overseeing the data gathering process, analyze the data and report MIS utilizing the various data source
  • Provide detailed business control metrics to management on a daily basis
  • Build and maintain strong working relationships with all global teams and be an SME on Reconciliations and Controls
  • Product knowledge; thorough understanding of the end to end transaction cycle for derivative products (preferred)
  • Excellent verbal and written communication skills. Individual should have been in a role that required daily and extensive communication directly with FO Sales & Marketing groups
  • Ability to drive results through a "hands-on" approach
  • Proactive in problem solving and developing solutions
  • Ability to respond to a changing environment
  • Be innovative and suggest system improvement capabilities
  • Ability to multi task, ensuring the controls are performed correctly, breaks are resolved and MIS being sent to managers on deadlines
  • Positive “Can Do” attitude
  • Contributes to an environment of collaboration and mutual responsibility
  • Graduate with 4+ years of experience, with alteast 2+ years in an investment banking environment, preferably in Middle Office / Trade Support
  • Degree holder in Finance / Economics or other related disciplines (preferable)
  • Strong proficiency in MS Office
5

Cib-mo Edg-operations Analyst Resume Examples & Samples

  • Graduate/Post Grad
  • Computer basics
  • Understanding of basic
  • Quality oriented
  • Ownership and responsibility
  • Partnership
6

Cib Settlements Operations Analyst Mumbai Resume Examples & Samples

  • Consistently meet KPI/ deadlines & communicates work status to appropriate parties
  • Listens effectively to client needs, asks the right questions & is sensitive to what is key/a priority for clients
  • Intermediate to in-depth understanding of products and financial concepts in immediate business area. High-level understanding of how products supported fit in at firm
  • Familiar with and adheres to the Firm's Code of Conduct, regulatory requirements and all policies applicable to role, business, LOB, and location
  • Actively participate in the implementation of strategic initiatives identify process improvements and efficiency opportunities in the daily workflow verbally confirming details of Derivative Trade products
  • Control and Process Improvement mindset
  • Identifies key stakeholders in the business process and establishes solid working relationships with these key partners
  • Experience/working knowledge of Derivative products
7

Cib F&o Operations Analyst Bangalore Resume Examples & Samples

  • Self-motivated and flexible with working hours and good communication skills
  • Excellent product knowledge on derivative products and OTC Markets
  • Escalation handling and Query Management skill set a prerequisite
  • Flexible attitude towards working hours due to the demands of the working place
8

Cib-equities Operations Analyst Resume Examples & Samples

  • Work directly with Sales team and trading desk to prioritize clients
  • Facilitate regular updates to the business with respect to their client’s pipeline
  • Ensure collection of all appropriate documents prior to client on-boarding
  • Conduct local KYC* along with client documentation initial analysis, in accordance to internal and regulatory procedures (*Know Your Client)
  • Follow up on client pending documentation and KYC renewals by liaising with internal line of businesses
  • Addressing internal questions about local onboarding requirements
  • Control and follow up of pending or outdated documentation
  • Working across functional areas to ensure all operational, financial and technology risks have been addressed
  • Liaise with other areas like Legal, Compliance, Technology
  • Manage the reporting and monitoring of metrics
  • Liaise with the Regulators for regulatory reporting related to clients
  • Set up clients in local platforms as Sinacor, CBLC and ICAD-x
  • Excellent interpersonal skills, strong partnership and coordination skills
  • Strong control mindset, focuses on continual improvement
  • Strong decision making capabilities and able to identify problems and drive towards resolution
  • Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
  • Ability to present precise, concise and summarized analysis to senior executives
  • Fluent in English and Portuguese
  • Good knowledge of Excel, and MSOffice
9

Cib Ba & R Operations Analyst Mumbai Resume Examples & Samples

  • Preparing Daily /weekly Monthly and Quarterly reports Fed reports
  • Submission of trade where the break is greater than 20 Million to CFTC
  • Reporting trades which have failed DTCC validation
  • Reporting trades singletons breaks
  • High value Notional reporting
  • Reporting Trade details form Various Risk management system
  • Testing of the new reports which will be coming up
  • Reporting Trades which have
  • Graduate with 2-5years Exp. Preferable with Finance Background
  • Excellent MS Excel & MS Access skills is necessary
  • Deadline oriented
  • Quick learner and capable of grasping nuances of products and implications of their processing requirements
  • Partnership/Relationship Building Skills
  • Pro-active with an ability to demonstrate and mange change; willing to take on additional responsibility
  • Good relationship building skills and ability to deal with counterparts at all levels
  • Problem solving and analytical mindset
10

Cib-gfic Mo-operations Analyst Resume Examples & Samples

  • Develop a working knowledge of debt products and lifecycles
  • Partner with clients and key personnel around the globe to efficiently manage daily cash flows and Adhoc queries
  • Take ownership of routine middle office functions such as Payment processing, weekly MIS, Weekly Metrics & any other reconciliation
  • Ensure all outstanding unapplied cash is being reported & reduced by effective liaising with Middle office
  • Partner with technology to suggest system improvements based on the businesses need for improved oversight and control
  • Excellent communication and interpersonal skills, ability to partner with teams spanning operations, technology & Middle office teams
  • Demonstrate the ability to identify issues and escalate timely while understanding potential risks and looking to mitigate control gaps where necessary
  • Knowledge of Sybase, PowerBuilder a plus
11

Cib-gfic Mo-operations Analyst Resume Examples & Samples

  • Performing important Front Office to Front Office and Front Office to Back Office system reconciliations
  • Would be responsible for Tokyo UST trade management and monitoring process
  • Pricing Asia instruments by referring various sources like Bloomberg, Reuters, Broker Data, External regulatory websites etc
  • Review & improve the end to end control process around the various reconciliations
  • Establish a strategic mindset by constantly identifying opportunities to improve controls and make sure Trader’s books are complete and accurate
  • Come up with process and system enhancement recommendations
  • Work with business and Technology group to prioritise the requirements by presenting the business case
  • Ultimately, successfully deliver controlled environment while performing Trade Support activities
  • Previous experience in the Financial Services industry with strong understanding of FI bonds market
  • Strong understanding of Trade Management and Support activities
  • Excellent Business Analysis skills to drill down complex upstream downstream trade flows
  • Excellent problem solving skills in order to identify, understand and address operational and technical issues
  • A self motivated individual who is able to deliver with minimal supervision, whilst also working effectively as part of a team
12

CIB Bacc-operations Analyst Resume Examples & Samples

  • EOD pricing and Market data reconciliations
  • Sales Support
  • Sales & Traders client values reconciliations and reporting to Front Office
  • Broker fees reporting
  • Trade Management process, breaks resolution, follow up and escalation of unresolved breaks. Investigate and provide solutions to various queries from settlements, confirmations, etc
  • Middle Office Metric production and analysis
  • Establishing and maintaining excellent relationships with the Business as well as the people in the Client support/Ops groups
  • Proactively identifying problems and proposing solutions
  • Taking active participation in process improvements and automations
  • Ensuring that the defined KPI's for the team are consistently met and providing root-cause analysis with robust action plans in case of errors
  • Fluent in English and Spanish (oral and written). Portuguese desired
  • Minimum of 18 - 24 months of work experience, preferably in financial industry
13

CIB Bacc-fixed Income Markets Operations Analyst Resume Examples & Samples

  • Monitor Conduit/TOI cash flows through JPM accounts
  • Manage daily Conduit/TOI funding requests, and raise funds through Treasury
  • Conduit FX processing for non-USD transactions
  • Input and request release of Conduit/TOI wire requests through JPMorgan Access
  • Conduit Admin Agent transaction management
  • Working with Conduit clients on settlements
  • Financial analysis of Conduit markets and CP issuance
  • Metrics Reporting
  • Weekly Conduit market update
  • Participate in other line of business project initiatives
  • High level of motivation, dependability, intelligence and team player
  • Flexibility with schedule to manage business needs after normal working hours
14

Cib-document Processing Spec-operations Analyst Resume Examples & Samples

  • 2-5 years experience with cash management, payments processing and clearing systems or strong financial systems integration experience with client systems would be an advantage
  • Proven project management experience, certification a plus (Certified Treasury Professional, Project Management Institute)
  • Detail oriented and methodical
  • Strong and effective communication (verbal and written) and presentation skills
  • Superior analytical skills with proven experience and skills in diagnosing problems
15

Cib-dpc-operations Analyst Resume Examples & Samples

  • Knowledge of financial services industry preferable. Prior experience will be advantageous
  • Good working knowledge of MS office, decent typing skills required
  • Communication – Is organized, clear and confident in written and oral communications. Actively engages in discussions offering expertise, opinions and advice
  • Teamwork – Creates and/or contributes to an environment of collaboration and mutual responsibility (e.g. effectively influences others to gain cooperation and address issues; initiates and is responsive to requests from other products, regions, etc.)
  • Graduate/Degree in Commerce, Science or BMS
  • Prior experience in the Financial services industry
16

CIB Bacc-operations Analyst Resume Examples & Samples

  • Identify trade discrepancies as well as mitigate the risks related to the trade life cycle
  • Manage complex operational and settlement issues
  • Interact daily with the middle office, counterparties, traders, corresponding banks, immediate supervisors, and the finance desk
  • Will be required to master the complexities of many fixed income products as well as gain a solid understanding of the business model and infrastructure
  • Must be controlled and detail orientated. Must be able to analyze complex and ambiguous issues and recommend creative solutions Securities or some financial services operations experience required
17

Cib-securities Processing Operations Analyst Resume Examples & Samples

  • Must be able to analyze complex and ambiguous issues and recommend creative solutions
  • Securities or some financial services operations experience required
  • Strong written and verbal communication skills required
  • Flexibility in working hours required including occasional overtime
  • Strong virtual team and interpersonal skills
  • Some roles may require 4-12 weeks of training abroad
18

Cib-document Processing Spec-operations Analyst Resume Examples & Samples

  • Document lifecycle management (e.g. Validation, capture, storage and retention management) for in-scope documents
  • Coordinating, reviewing, and extracting terms from finalized client-facing agreements and documents
  • Recording and distributing information electronically to support credit, securities lending, derivative trading, management reporting, and the exposure and limits monitoring for the firm
  • Providing crisis management support to Legal, Compliance, and Front Office in the event of client default, or country/industry business disruptions
  • Change management to support technology and process improvements, new products and business, and regulatory developments
  • Manage documentation aspects of Client on boarding including documentation review and quality control
  • Support the execution of automated workflow which includes scanning and indexing of client on-boarding documentation
  • Work closely with business partners and other team members across regions to maximize effectiveness of documentation management-related initiatives
  • Work closely with managers to provide feedback to continuously improve document management technology and workflow
  • Provide administration support, tracking and reporting as required
  • Perform due diligence process and control-related activities
  • Graduate-level education, preference will be given to Law graduates
  • 1 to 2 years of operations experience, or equivalent
  • Proven project management experience, a plus
  • Legal Documentation of Paralegal experience is a plus
  • Strong teamwork and partnership ability
  • Knowledge of Chinese/Mandarin/German/French/Spanish language will be an advantage but not a necessity
19

CIB Bacc-securities Processing Operations Analyst Resume Examples & Samples

  • Must be controlled and detail orientated
  • Ability to work in a fast paced deadline driven environment
  • Strong PC skills (Excel, Word, Access, PowerPoint, Internet)
  • Ability to work independently and as part of a group
20

CIB Documentation Management Operations Document Review Analyst Resume Examples & Samples

  • Responsible for reviewing client requests, determining required documentation and searching in house for existing documentation and interpreting documentation requirements from information provided by Legal and Sales/Relationship Managers
  • Review and understand document details to identify standard vs. non standard terms, product specific language and or regulatory disclosure for appropriate metadata archival in the documentation storage repository
  • Act a facilitator and educator of the Client documentation process for internal and external business partners through the documentation lifecycle
  • Partner with Internal business partners, such as Legal, Product, Sales, Relationship Managers and Client Service
  • Accurately archiving Investor Service legal documentation to ensure future retrieval requests can be performed according to data points as necessary
  • Undergraduate degree with minimum 3-5 years experience within the Financial Services Industry
  • Paralegal Certificate preferred
  • Knowledge of Investor Services products and corporate documentation including a broad understanding of legal and corporate documentation, terminology and legal concepts and procedures
  • Ability to work under pressure, handle deadlines and manage multiple tasks
  • Proven risk awareness and ability to escalate potential risk
21

CIB Documentation Management Operations Markets Document Review Analyst Resume Examples & Samples

  • Manage Markets documentation workflow from the point of submission from legal or credit, including tracking and escalations as applicable
  • Responsible for interpreting metadata from documentation and engaging Legal and Credit as necessary
  • Manage issues and ensure appropriate onward escalation and timely resolution
  • Provide recommendations and suggestions to address problems, process efficiencies etc
  • Ensure accurate completion of documentation within the internal service level agreements, and/or client request due dates and also to allow for accurate future retrieval requests can be performed according to data points as necessary and downstream trading can occur
  • Undergraduate degree with minimum 3 years experience within the Financial Services Industry
22

CIB Bacc-operations Analyst Resume Examples & Samples

  • Provide operational support throughout the transaction life cycle
  • Support Financial Transactions related with trading desk
  • Support internal and external audits
  • Proactively work in improving processes to gain efficiency and productivity
  • Help design and communicate necessary system changes to projects and technology teams
  • Liaise with other JPMorgan offices (US and Latam)
  • Client services support for Brazilian clients trading in Brazil and offshore markets
  • Degree in Accounting, Business Administration, Finance or related
  • Able to meet deadlines and prioritize
  • Self-starter, Able to work independently as part of an integrated team
  • Portuguese desired
  • Excellent communication skills and the ability to communicate with demanding customers and trading desk
  • MS Office (Advanced Excel)
23

CIB Bacc-fx Operations Analyst Resume Examples & Samples

  • Manage > $2Trn of gross settlements on 500,000 transactions, in over 100 different products daily
  • Direct businesses supported generate >$4Bn of annual revenue
  • Ability to work in a fast-paced, dynamic and changing environment with demanding timelines and deadlines