Desk Support Resume Samples

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JM
J Moore
Jaime
Moore
5553 Ryder Passage
Houston
TX
+1 (555) 884 3379
5553 Ryder Passage
Houston
TX
Phone
p +1 (555) 884 3379
Experience Experience
07/2016 present
Philadelphia, PA
Interest Rate Derivatives Desk Support Specialist
Philadelphia, PA
Interest Rate Derivatives Desk Support Specialist
07/2016 present
Philadelphia, PA
Interest Rate Derivatives Desk Support Specialist
07/2016 present
  • Monitor trade workflow between MW and Calypso and investigate and resolve issues
  • Manage status of mandatorily cleared trades
  • Manage system enhancements / Ad hoc FO reporting requests
  • Assist sales team with pricing and valuation of deals
  • Responsible for on-desk support of Interest Rate Derivatives for Chicago Sales & Trading
  • Reconcile T+0 P&L (trader estimate to Calypso) including detailed greek breakdowns
  • Process internal or back to back trades when necessary
04/2009 01/2016
Phoenix, AZ
Associate, Financial Products Desk Support
Phoenix, AZ
Associate, Financial Products Desk Support
04/2009 01/2016
Phoenix, AZ
Associate, Financial Products Desk Support
04/2009 01/2016
  • Work closely with IT / Project Delivery to automate transactions workflow and create robust trade booking and trade activity monitoring tools
  • Business Performance Management
  • Identify and recommend business process improvement efforts related to area(s) of expertise
  • Align individual performance goals to team and organizational goals
  • Ensure control and checks are in place for New deal and trade amendments
  • Ensure trades are updated to properly reflect life cycle events (expiry, call event, reset, barrier, stock split, dividend, merger etc.)
  • Product & Process
08/2006 11/2008
Boston, MA
Equities Middle Office Desk Support
Boston, MA
Equities Middle Office Desk Support
08/2006 11/2008
Boston, MA
Equities Middle Office Desk Support
08/2006 11/2008
  • Execute and monitor trade capture workflow in the primary trading systems
  • Work with Global Data Services (GDS) to support efforts to improve the quality of daily market data feeds and data sources
  • Perform daily checks of internal trades between trade systems
  • Articulate cost benefits clearly and provide transparency regarding actual savings
  • Initiate and map new customer trading accounts in all the relevant Front Office systems
  • Responsible for global connectivity and communication with global counterparts to ensure consistency and alignment to target operating models within the Middle Office
  • Perform detailed root cause analysis on trade amendments. Provide management with analysis reports. Work with various stakeholders to help drive reduction in amendments
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Johnson & Wales University
Bachelor’s Degree in Business
Skills Skills
  • Proficiency in using personal computers, including proficiency in Microsoft Windows, Word , Excel
  • Proficiency in using personal computers, including proficiency in Microsoft Windowsâ, Word â, Excelâ
  • Excellent attention to detail, follow-up and organizational skills
  • Strong and palpable “sense of urgency” for implementing courses of action
  • A strong understanding of the retail industry and the ability to seek and understand trends
  • The ability to perform with limited supervision
  • Ability to handle difficult interactions with a direct consumer, vendor, visitor
  • The ability to perform multiple projects simultaneously and manage time effectively
  • Ability to work comfortably and productively in all MS Office Applications
  • Ability to master the phone system (e.g. transferring calls to voicemails, notifying employees of their guests’ arrival, etc.)
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15 Desk Support resume templates

1

Analyst, Fixed Income Desk Support Resume Examples & Samples

  • University degree/college diploma in business or related field or equivalent work experience
  • 1 to 3 years in a Middle Office environment
  • Knowledge of fixed income products
  • Solid understanding of internal business partners business, services and organization
  • Solid knowledge of the business units risk and regulatory requirements
  • Strong knowledge of departmental systems and applications are a plus (ICI, DSTS, FinPro, ADP, etc.)
  • Solid knowledge of process and/or change management
  • Must have great attention to detail
  • Proven track record of successful work on process change
  • Effective ability to multi-task in a fast paced environment
  • Ability to coach, mentor and train junior staff
  • Conflict management/resolution skills
2

Interest Rate Derivatives Desk Support Specialist Resume Examples & Samples

  • Responsible for on-desk support of Interest Rate Derivatives for Chicago Sales & Trading
  • Verify start of day and end of day front office risk
  • Reconcile T+0 P&L (trader estimate to Calypso) including detailed greek breakdowns
  • Book trades in MarkitWire (MW)
  • Monitor trade workflow between MW and Calypso and investigate and resolve issues
  • Book amendments, buy outs, novations, rate reset switch deals in Calypso or MW
  • Process internal or back to back trades when necessary
  • Acceptance and follow-up on Markitwire activity
  • Coordinate EOD P&L (including curves & sensitivities)
  • Analyze, book and reconcile risk proxy trades
  • Coordinate novation packages (MW to Calypso trade flow)
  • Assist sales team with pricing and valuation of deals
  • Liaise with settlements and confirms groups for operational issues
  • Ensure trades in pending status in Calypso have been verified by EOD
  • Manage status of mandatorily cleared trades
  • Monitor and resolve Adaptiv violations (Counterparty Credit)
  • Maintain trade blotters
  • Manage system enhancements / Ad hoc FO reporting requests
  • 2 – 5 years of experience in the financial services industry related to interest rate derivatives
3

Commodities Trade Desk Support Specialist Resume Examples & Samples

  • 3-5 years related to Commodities trade support
  • Focus on oil, refined products, NGLS, natural gas, power, metals
  • Knowledge of Openlink for trade capture
  • Demonstrates initiative, and adept at identifying and resolving issues
  • Great team player
4

Fatca Desk Support Resume Examples & Samples

  • Timely and accurate establishment and submission of reports to management
  • Development of communication material such as internal guidance documents or senior management presentations
  • Updating and organisation of CS FATCA resources through the Intranet
  • Support of the registration and maintenance of Credit Suisse entities with the U.S. tax authority Internal Revenue Service
  • Update of entity FATCA information on Credit Suisse systems
5

Associate, Financial Products Desk Support Resume Examples & Samples

  • Product & Process
  • University degree/college diploma or equivalent work experience
  • 5 to 7 years of related experience in Derivatives environment
  • Solid knowledge of Bloomberg
  • Solid knowledge and understanding of Equity / Credit / Fixed Income Derivatives products and services, processes and controls (middle or back office)
  • Previous trade support, Profit and Loss experience is preferable
  • Solid understanding of business unit’s risk and regulatory requirements
  • Solid knowledge of departmental systems and applications
  • Solid knowledge of process and/or project management
  • Self-motivated, willing to learn and learn fast
  • Ability to work independently with minimum supervision
  • Strong customer service and relationship management skills
6

Analyst, Debt Products Desk Support Resume Examples & Samples

  • Good knowledge of standard desktop applications used by the business unit
  • Strong knowledge and understanding of the business unit’s key products and services, processes and controls
  • Strong understanding of the business unit’s risk and regulatory requirements
  • Good knowledge of departmental systems and applications
  • Strong analytical and problem-solving skills
  • Strong investigation skills
  • Good change leadership skills
  • Good coaching and training skills
7

Specialist, Commodities Desk Support Resume Examples & Samples

  • Minimum 4 years experience in the financial services industry
  • Robust understanding of Excel
  • Strong leadership and organizational skills, detailed oriented, highly motivated and adaptable
8

Equity Trading Desk Support Specialist Resume Examples & Samples

  • Manage daily maintenance of system settings, including: client coverage, access rights, confirmations, routing rules, etc
  • Vendor relationship management; liaise with vendor to resolve issues
  • Ownership of systems issues from creation through escalation to resolution
  • Collaborate with Compliance, Risk, Operations and Supervision to understand issues and document solutions
  • Develop a deep understanding of OMS and act as subject matter expert for strategic initiatives
  • Bachelors degree in Business, Finance, or a related field
  • Minimum 3-5 years working with Fidessa OMS
  • Knowledge of Equities Trading including Hi-touch, Low-touch, and Baskets
  • High level understanding of FIX messaging
  • Understanding of risk controls for Equities Trading
  • Ability to juggle multiple responsibilities in high pressure environment
  • Strong problem solving skills; demonstrated ability to take initiative
  • Proactive & solutions-oriented
9

Front Desk Support Specialist Resume Examples & Samples

  • Entering all guest, vendor and temporary staff information into the Registration Book and/or Electronic Registration system
  • Providing all guests, vendors and temporary staff with the appropriate badges required during their visit to the office and acquiring the badges during their departure
  • Ability to be firm with all guests, vendors and temporary staff to ensure they are in compliance with our Company procedures
  • Use good judgment when managing unexpected guests. For example, unsolicited sales visit without an appointment or consumer visits to speak to customer service in person or requesting an office visit
  • Notify appropriate parties’ when guests have arrived by contacting them via their personal extensions
  • Obtain sales brochures/information from unexpected vendors visiting without an appointment and forwarding it to the appropriate Manager/Department
  • Answer calls directed to the Main Company Phone line (610-878-5550) and forward calls when permitted or forward directly to voicemails
  • Communicate effectively, appropriately and confidentially in-person, over the phone and through email
  • Work with Ecommerce Customer Service Manager to develop necessary process improvements for better efficiencies for the registration process, badge distribution, and general admission/entrance into the building
  • Respond to emails in Salesforce.com, especially during peak seasons, as well as during the online sales that occur twice a year
  • Comply with all Company policies and procedures
  • Proficiency in using personal computers, including proficiency in Microsoft Windows, Word , Excel
  • Ability to master the phone system (e.g. transferring calls to voicemails, notifying employees of their guests’ arrival, etc.)
  • Excellent attention to detail, follow-up and organizational skills
  • Ability to handle difficult interactions with a direct consumer, vendor, visitor
  • Strong and palpable “sense of urgency” for implementing courses of action
  • The ability to perform with limited supervision
  • Comfort in dealing with new technology and systems
  • The ability to perform multiple projects simultaneously and manage time effectively
  • Exceptional “solution-oriented” nature
  • 1+ years of Front Desk or Receptionist experience, preferred
  • Two or four year degree
  • Pleasant, friendly, and engaging speaking demeanor
  • Ability to communicate well over in-person and email
  • A strong understanding of the retail industry and the ability to seek and understand trends
  • Ability to work comfortably and productively in all MS Office Applications
10

Fixed Income Trading Desk Support Specialist Resume Examples & Samples

  • Manage daily maintenance of system configurations for Bloomberg TOMs, Broadridge Finpro & Impact, and Market Axess
  • Ownership of systems issues from creation through escalation to resolution; acting as primary liaison with IT infrastructure and desktop support
  • Vendor relationship management; liaise with vendors to resolve issues and manage upgrades
  • Manage day to day application issues related to order routing, trading, and settlement
  • Develop a deep understanding of Fixed Income OMS’ and act as subject matter expert for strategic initiatives
  • Onboarding new Electronic Connectivity Networks (ECNs) and Brokers
  • Minimum 3-5 years working with Bloomberg TOMS
  • Experience with Broadridge Finpro and Impact
  • Knowledge of Fixed Income Trading including US Govts, Agencies & Corporates
  • In-depth knowledge of Front and Middle Office workflows
  • Strong understanding of STP of trades from ECNs to OMS
  • Critically analyze processes and procedures; make necessary updates as needed
11

Trade Desk Support Resume Examples & Samples

  • For Broker Partners participate in the on-call support
  • Document, and track, issues and actionable steps taken
  • Improve documentation of support policies and procedures
  • Application Support when needed
  • Work with team to identify and communicate application problems and issues to key stakeholders, including management, development teams and end users
  • Serve as escalation point for support issues to resolve application issues within servers and databases
  • Identify solutions to work around open issues / problems that are under investigation or pending resolution
  • Coordinate & performs software installations and training for new and existing brokers
  • Perform server moves for current brokers
  • Provide direct implementation and product support, including training and tutorials, to brokers
  • Troubleshoots and develops technical solutions related to software and setup errors
  • Supporting after hours all broker partners’ issues whether they be related to my specific department or routing them to the correct department
  • Supporting EiBox Office/ Trade Desk and other related software for our broker partners
  • Support EiBox Office/ Trade Desk point of sale software as the primary point of contact. This includes relationship building with external suppliers as well as technical support and training of application
  • Is committed to taking on challenges with a high level of energy. Can be counted on to exceed goals and strive for continuous improvement
  • Is able to effectively communicate ideas, within department as well as across the entire organization (customers or coworkers)
  • Makes decisions that are in the best interest of the company and strives to align self with company core values. Can be trusted to “do the right thing.”
  • Able to communicate effectively and persuasively in order to gain resources for the department. Ability to maintain a positive working relationship with Ticketmaster in order to help understand the position of the secondary market and prioritize resources to improve business
  • Taking ownership over projects and any issues that may arise, not automatically blaming other sources but trying to find the flaws in the system and improve it
  • Actively handles high work demands with the ability to stay focused and accomplish results
  • Works effectively with others on projects, tasks, and decision making. Is able to contribute on an individual basis towards the goals of the entire team
  • Is able to continuously work hard through disappointment and rejection with the ability to bounce back and maintain a positive attitude
  • Familiarity with SQL Server and Operating Systems
12

Front Desk Support Specialist Resume Examples & Samples

  • Assist in maintaining extension directory as the directory changes
  • Work with the Executive Assistant to the CEO to develop necessary process improvements for better efficiencies for the registration process, badge distribution, and general admission/entrance into the building
  • Provide lunch support for large meetings by ensuring pick up or delivery is on time per the meeting agenda and all drinks, silverware and serving pieces are available. This also includes light clean up
  • Keeping internal stock of water, soda and snacks available for meetings under the guidance of the Executive Assistant of the CEO at optimal levels
  • Proficiency in using personal computers, including proficiency in Microsoft Windowsâ, Word â, Excelâ
  • Strong understanding and adherence to confidentiality
  • Must be able to lift up to 25 pounds
  • Two or four year degree desired, but not required
  • Ability to communicate well in-person and email
13

Sales Desk Support Resume Examples & Samples

  • Loan/Mortgage agreement, purchase contract, leasing agreement – complete the input of vehicle info or customer info
  • Disbursement documents pre-check & update to sales rep the status
  • Notarization / mortgage registration document preparation
  • Business license borrowing from finance and mail the original one to field sales
  • Document preparation & follow up for VFS new cooperated partner (Dealer / BA / Third party)
  • Wholesales document preparation – at dealer level
  • Follow up with field sales / DCM to ensure the pending items could be closed timely
  • Follow up with legal on the special legal agreement requirement and provide the template to sales for customer signing
  • Coordinate with operations on retail disbursement
  • Responsible for pre-checking the expenses reimbursement receipts/invoices/statements from sales rep before submitted to finance dept
  • Tracking of Sales departments schedule, Vacation days for compliance purposes
  • Overall management of Sales reporting (pipeline, volumes projection, commercial updates
  • Review and tracking of key sales measurement such as PF ATROE reports, rate concession and order data activity
  • Provide support as needed on key projects / Adhoc tasks
14

Technology Desk Support Specialist Resume Examples & Samples

  • Respond to phone, walk-in, and email support requests in a timely and professional manner
  • Perform level 1 troubleshooting to identify causes and recommend solutions to users – including use of remote access, management tools, and more
  • Create, respond to, and update service requests, as required by the Technology Desk
  • Assist in the printing and troubleshooting of Pratt ID cards
  • Assist in basic maintenance of in-warranty PC and Mac hardware
  • Perform all other related duties as required
15

Structured / Equity Desk Support Associate Resume Examples & Samples

  • Act as a 2nd line of defence to ensure that appropriate controls are in place to reduce operational risk, as well as to corroborate adherence to Approved Product List
  • Ensure all procedure documents are in place and up to date
  • Hard working individual, relevant university degree preferred, interested in furthering their career
  • 3-5 years’ experience within a trade support / desk assistant role
  • In-Depth Knowledge of Vanilla and Exotic derivative products (i.e. Equities, OTC Equity and Interest Rate Derivatives – Swaps, Forwards)
  • Familiar with Imagine, Calypso, Bloomberg and Global One trading systems
  • Strong organizational and problem solving skills, detailed oriented, highly motivated and adaptable
  • Able to multi-task and prioritize workload
  • Ability to work under pressure – meeting tight deadlines
  • Strong Microsoft Office skills particularly in excel
16

Trading Desk Support Analyst Resume Examples & Samples

  • Knowledge of financial derivatives or a genuine interest to learn the field in detail
  • Excellent written and oral English, good communication skills
  • Good command of MS Excel
  • Experience in programming
17

Structured Equity Desk Support Associate Resume Examples & Samples

  • Ensure that all new trade bookings and trade amendments are accurately reflected on various trading platforms and updated to properly reflect life cycle events (expiry, reset, dividend, Corporate Actions)
  • Ability to take on a leadership role and Liaise with the trading desk and bank stakeholders (Accounting, P&L, Market Risk, VPC, Audit etc.) to ensure that new product setups and downstream flows are accurately setup
  • Participate in system migration and enhancement projects– conduct UAT testing and assess impact of trade bookings on Market risk and P&L impact on trading books
  • Proactive to investigate and resolve position, trade and payment discrepancies
18

Desk Support Resume Examples & Samples

  • Provide consistent dependable support to trading desks by
  • Strong working knowledge of the entire Microsoft office suite including, Word, Excel, PowerPoint, & Outlook
  • 1-2 years of experience within financial services
  • Expert with Excel
  • It is the policy and practice of ICAP North America, and its affiliates and subsidiaries (together, the “Company”) to abide by all anti-discrimination laws provided for by federal, state, and local statues and regulations. It is also the policy and practice of the Company to provide and promote equal employment opportunities for all applicants and employees. It is also the policy and practice of the Company to hire, train, promote, compensate and administer all employment practices without regard to race, color, sex, sexual orientation, gender identity, genetic information, age, marital status, medical condition, religion, veteran status, liability for service in the Armed Forces of the united States, national origin, or disability unrelated to the ability to perform the essential functions of a job, or any other classification prohibited by law. Furthermore, The Company is committed to complying with the Americans with Disabilities Act. If you believe that you need a reasonable accommodation in order to apply for, or to complete an application for, employment due to a disability, please notify the Company within three (3) days of your application of your specific needs for a reasonable accommodation so that the Company can assist you where appropriate. The Company reserves the right to require documentation from an appropriate professional (e.g., a doctor, rehabilitation counselor, etc.) confirming that an applicant has a disability or concerning the functional limitations of the disability for which a reasonable accommodation is requested
19

Markettrader Desk Support Resume Examples & Samples

  • Act as point of contact for institutional fund investors and broker-dealers via email and telephone correspondence
  • Resolve time-sensitive day-to-day trading issues including: FIX trades, position monitoring, customer FIX routing issues
  • Coordinate, implement and support daily application/ system changes including incoming and outgoing electronic routes
  • Monitor status and functionality of systems and applications; investigate, identify, and resolve user and application problems in a timely manner
  • Provide daily operational support to clients on numerous product lines
20

Trade Desk Support TD Admin Resume Examples & Samples

  • Troubleshoot PC hardware issues that users on the trading desk might encompass
  • Troubleshoot application issues that users on the trading desk might encompass. This would include in-house EMS software, Bloomberg, and MS products
  • Coordinate with other team members to categorize, prioritize and resolve issues dealing with all levels of the equity order routing technology systems
  • Maintain operation, monitoring and integrity of production systems to meet established standards
  • Interpret client requests and takes appropriate action to produce high levels of customer satisfaction that are balanced with business needs
  • Participate in team meetings and gain understanding of customer business
  • Create and run ad-hoc custom reports for trading desk and internal clients
  • Participate in multi-group projects of varying sizes concerning new business initiatives, technological initiatives, system maintenance, and system upgrades
  • Monitor and analyze system performance
  • Determine methods to optimize the efficiency of systems
  • Implement and manage software releases into Production
  • Demonstrated ability to work successfully in a cross-functional environment including development, networking, operating systems, database, application servers and web serving
  • Demonstrated ability to handle cross-group short term and long term projects, seeing them to completion
  • Demonstrated ability to see the big picture while simultaneously defining detailed requirements in support of the business
  • Demonstrated ability of successful implementation and support of highly scalable and highly available systems in an n-tier environment that may involve a global focus
  • Demonstrated ability to carry out a client setup, including setting up the initial workflow, as well as carrying out technical details
  • Demonstrated ability to pay close attention to detail and ability to follow through with open issues until resolved
  • Demonstrated ability to work in a team environment, handle multiple tasks simultaneously and adapt quickly to changes
  • Demonstrated ability to communicate technical and production-related concepts to a broad range of technical and non-technical staff
  • Demonstrated excellent communication and interpersonal skills
  • Advanced knowledge of UNIX required
  • Intermediate knowledge of SQL
  • Intermediate knowledge of Sybase
  • PoweShell Scripting
  • System Performance Analysis
  • Knowledge of MS Office products, especially Outlook
  • Basic shell scripting skills with Perl scripting a plus
  • Bachelor’s degree + 1-3 years of experience
21

IT Help Desk Support Resume Examples & Samples

  • Responsible for answering Help Desk phone calls and e-mails and generating service tickets into the system
  • Responsible for Tier 1 Support of all end users internal and remote
  • Documents data from all calls/e-mails and ensures all inquiries are assigned to proper technical assistant
  • Sets up user configurations for hardware and software
  • Complies with all appropriate policies, procedures, safety rules and regulations
  • Bilingualism required
  • Ability to resolve customer issues quickly and creatively in order to improve satisfaction
  • Strong organization skills; attention to detail
  • Ability to analyze and repair hardware; must know basic software configurations
22

Desk Support Engineer Resume Examples & Samples

  • Responding to general IT support calls and jobs assigned to you
  • Perform 2nd level trouble shooting in a heavy MAC OS 10.10.x environment with some Windows 7 machine in an Active Directory
  • Documentation and development of internal Wiki (Confluence) for user knowledge base
  • Imaging of new machines using Casper and Windows WDS
  • Administration and support for VoIP phone system
  • Provide smartphone and tablet device support
  • Provide IT support for general printing and boardroom AV equipment
  • Troubleshoot basic TCP/IP network issues
  • Good knowledge of OS X and Microsoft OS and desktop application experience (minimum 2 years’ experience)
  • Understanding of TCP/IP, LAN data networks
  • A good understanding the Microsoft Office 2013 Suite
  • PC Hardware/Software remote troubleshooting over the telephone and onsite
  • Use of remote tools such as LANDesk and Apple Remote Desktop
23

Desk Support Resume Examples & Samples

  • Administrative experience in an office environment required
  • High school diploma, college preferred
  • Acceptable keyboarding speed and accuracy as required by the position
24

Equities Middle Office Desk Support Resume Examples & Samples

  • Perform intraday and end-of day revaluations at book/portfolio level prior to the batch process to provide a final check on data quality for downstream consumers
  • Review PV and Risk impact on portfolio movements, new deals, life-cycle events, cancel and amends
  • Compare end of day P&L with trader-produced numbers, highlighting differences and taking necessary corrective action to remediate
  • Perform periodic intraday checks to ensure trade and market data quality, completion of life-cycle events, and accurate trade capture, working with the Front Office on cut-off times
  • Perform daily checks of internal trades between trade systems
  • Advise end users of data (Product Control, Traded Risk) of late or heldover trades and any known issues outstanding at the end of day
  • Perform detailed root cause analysis on trade amendments. Provide management with analysis reports. Work with various stakeholders to help drive reduction in amendments
  • Review market data for quality and accuracy of the data (identifying stale, incorrect and missing data), ensuring identified errors are corrected prior to the end of day
  • Work with Global Data Services (GDS) to support efforts to improve the quality of daily market data feeds and data sources
  • Support global efforts to document and maintain product booking models and procedures
  • Apply judgment to operational situations in a fast paced environment to drive progress
  • Identify potential financial risk to the bank and ensure proper resolution is achieved within the bank’s guidelines
  • Escalate as needed to whom necessary any issues that may cause financial loss to the bank or that could affect client relationships
  • 5+ years of experience in the asset class, with specific knowledge of derivatives
  • Detailed understanding of derivatives P&L and Risk (such as market risk, sensitivities, liquidity, interest rate and FX risk) and the ability to understand and explain movements in both
  • Knowledge of financial processing systems and accounting
  • Excellent analytical and PC skills, as well as a keen eye for detail
  • Strong organizational skills with the ability to work under pressure and prioritize effectively
  • Ability to operate autonomously without direct supervision. Ability to analyze and make decisions quickly in the event of a problem
  • Seasoned written and verbal communication skills. Ability to interact effectively with senior operational and trading management
  • Ability to manage a network of diverse stakeholders in person and remotely
  • Ability to quickly grasp new industry practices and create/document new processes
  • Proactive thought leadership to identify and deliver process improvements and efficiencies
  • Minimum of a BA/BS degree in financial or related field, or equivalent experience
25

Equities Middle Office Desk Support Resume Examples & Samples

  • Execute and monitor trade capture workflow in the primary trading systems
  • Apply independent judgment and discretion when resolving trade discrepancies to ensure the firm’s capital is accurately applied
  • Based on product, system and proprietary knowledge, identify and resolve variations in risk in the primary trading system eg. booking discrepancies
  • Primary point of contact for the Front Office and Operations on matters of significance
  • Apply customer instructions to complete allocations to ensure credit risk is applied in a timely manner
  • Ensure internal risk positions are appropriately reflected to mitigate any risk to the firm’s capital
  • Ensure initial trade bookings, trade amendments, client credit checks, allocations and novations occur in a timely manner
  • Book trades within regulatory time frames to comply with HSBC, client, and market regulatory standards
  • Initiate and map new customer trading accounts in all the relevant Front Office systems
  • Deliver high priority client service to meet client and internal expectations which directly affects the customers perception of HSBC
  • Responsible for global connectivity and communication with global counterparts to ensure consistency and alignment to target operating models within the Middle Office
  • Ability to apply judgment to operational situations in a fast paced environment to drive progress
  • Escalate as needed, when necessary to whom necessary any issues that may cause financial loss to the bank or that could affect client relationships
  • When making decisions regarding cost, demonstrate a commercial mind-set with a focus on value for money
  • Articulate cost benefits clearly and provide transparency regarding actual savings
  • Ability to operate autonomously without direct supervision
  • Ability to quickly analyze and make decisions in the event of a problem
  • Relevant industry product knowledge
  • Seasoned written and verbal communication skills
  • Strong organizational skills and ability to effectively prioritize
  • Understanding of the “Best Practices” and back-to-front product flow to manage