Operations Product Specialist Resume Samples

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MR
M Ryan
Malvina
Ryan
70448 Lemke Parkway
Los Angeles
CA
70448 Lemke Parkway
Los Angeles
CA
Experience Experience
12/2016 – present
Philadelphia, PA
O Connor Operations Product Specialist
O Connor Operations Product Specialist
12/2016 – present
Philadelphia, PA
O Connor Operations Product Specialist
12/2016 – present
  • Liaison for the Operations group to Fund's Service Providers/Fund Admins to assist them in completing month end NAV reporting as necessary
  • Project work at the direction of management
  • Coordination/processing Option Expiration contra exercise process. Communicating with Prime Brokers any early or contrary exercises. Reconciliation of exercise/assignment activity between our system versus the Prime Brokers
  • Process early exercise/assignment activity between our system versus the Prime Brokers and communicate any assignments to Portfolio Managers
  • Execution of trade amendments and where necessary trade cancellations at direction of Portfolio Managers/Traders
  • User testing of application upgrades and development enhancements
  • Responsible for all aspects of trade lifecycle process from trade date through and past settlement date
06/2011 – 09/2016
Los Angeles, CA
Product Operations Product Specialist
Product Operations Product Specialist
06/2011 – 09/2016
Los Angeles, CA
Product Operations Product Specialist
06/2011 – 09/2016
  • Support Product Managers working with News Agency partners and vendors
  • Project Management
  • Manage and monitor internal usage of News Agency products
  • Clients – Technical and Business contacts
  • Support, and have the potential to eventually lead, client migration projects
  • Business Operations
  • Maintain internal and client facing documentation for News Agency products and capabilities
07/2005 – 02/2011
New York, NY
Operations Product Specialist
Operations Product Specialist
07/2005 – 02/2011
New York, NY
Operations Product Specialist
07/2005 – 02/2011
  • Work with the Prime Service Product Development Group to develop new products e.g. HVDMA / Prime Vault
  • Assist the development of processes and systems to enhance controls, improve client execution and minimise cost
  • Work with IT to build tactical developments into the strategic architecture as processes mature
  • Develop tactical tools to assist in process
  • Manage daily resolution of product classification exceptions and management reporting
  • Extract improved risk/service/innovation value from the managed supplier relationships (agents, utilities and outsourced processors)
  • Directly assist Program Manager(s) in reporting, governance and any ad hoc efforts
Education Education
Bachelor’s Degree in Finance
Florida Atlantic University
Bachelor’s Degree in Finance
Skills Skills
  • Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
  • 5- A strong working knowledge of Excel
  • 1- Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
  • A strong working knowledge of Excel
  • Ability to work well under pressure and ability to multitask
  • Strong attention to detail and some experience in Verification
  • Strong organizational skills, concern for quality & accuracy
  • Excellent communication skills – written and verbal
  • Financial industry knowledge, in particular trade capture and exotic products
  • Ability to network rapidly through the organization in order to build and maintain effective relationships
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1

Operations Product Specialist Resume Examples & Samples

  • 1) Total focus on service to our clients - internal and external
  • 2) Full accountability in managing risks on behalf of our shareholders
  • 3) Absolute commitment to providing the right quality of services at the lowest possible total cost
  • 4) Staying alert to the changes in our industry and our firm and having the mindset and skills to lead through these changes
  • Ensure trade data integrity (completeness, accuracy and timeliness) – at capture point, ie T0. This mandate includes, but is not limited to, independent trade booking verification, ensuring consistency between risk management systems and third party trade representations
  • Ensure completeness, accuracy and timeliness of post T0 trade processing and data flow
  • Manage Life cycle management related process
  • Monitor and improve transaction flow into all consumers functions (Operations, Finance, Risk)
  • The Repo team also fills the critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s infrastructure
  • Middle office analyst, trading assistant, Product Control analyst or similar function, closely aligned to a/multiple trading desk/desks. In this capacity, the candidate will have experience and firsthand knowledge Repo trading, its products, pricing & associated risk attributes
  • The candidate will be able to demonstrate a solid understanding – practical and theoretical - of U.S Treasury, Agencies, Corporates instruments, covering flow (e.g. Repo and Treasury instruments such as Tips, T-bonds and Futures,)
  • Experience managing and analyzing large amounts of data including, trade details, PnL attributes and adjustment details
  • Depending on the level, experience as a trading assistant team leader is a plus
  • Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
  • Cross functional reach – as the candidate will need to liaise across functions (Front Office, Finance, Market and Credit Risk, as well as Operations), the ability to navigate through vertical and horizontal layers of the organization is essential
  • Product/Process knowledge: the candidate throughout his experience will have developed in depth knowledge of derivatives instruments, from a number of angles: product specificities, understanding of the businesses associated to this products, as well as strong command of the relevant control framework
  • Focus on delivery and impact: proven track record in delivering results and achieving targets, ability to work in a fast pace, trading environment
  • A strong working knowledge of Excel
  • VBA Skills are not a requirement but preferred
  • In this role the highest professional, ethical and legal standards will need to be maintained at all times
  • Innovative approach to solving day-to-day process problems
  • Control focused and experience of designing controls
  • Ability to network rapidly through the organization in order to build and maintain effective relationships
  • Excellent communication skills – written and verbal
  • LI-TP1
2

Operations Product Specialist Resume Examples & Samples

  • Planning, steering and controlling of the project objectives (deliverables, quality, time, costs) leveraging the project steering instruments (project plan, status reports, change requests etc.)
  • Oversee and or conduct detailed business analysis, produce timely, clear and concise business requirements
  • Work closely with IT partners to transform business requirements documents into detailed user stories
  • Oversee and or conduct in-depth UAT and UAT reporting with Operations and Business partners
  • Ensures adequate training and know-how transfer and SOP documentation for the Run-the-Bank units
  • Relay information across different management levels on progress and risks, drives decision making process and escalations
  • Accurate and equivalent central reporting of the project status within the IB Operations Change framework(s)
  • Planning and coordination of the finalization and hand-over of the project to the Run-the-Bank teams
  • Closes project (incl. lessons learned) and tracks and remaining issues for resolution/handover
  • Budgeting and forecasting of the future business demand together with the stakeholders
  • Support and facilitate any audits, internal or external, of the Program deliverables as required
  • Directly assist Program Manager(s) in reporting, governance and any ad hoc efforts
3

Operations Product Specialist Resume Examples & Samples

  • Ensure billing set-up and maintenance in accordance to the IC Services Agreement which describes the services to be rendered, the fees to be charged, and the method of payment
  • Continuously maintain, review, and adjust billing as needed due to the nature of billing in a manual environment. Great attention to detail and process flow is required
  • Process remittance of payments and credit FA compensation accordingly
  • Recommend and implement measures to improve manual billing practices and increase processing efficiency
  • Partner with IC Admin to ensure new account billing set-up and account terminations are handled according to department guidelines
  • Support the implementation of effective internal control practices, training and evaluation. Strong problem solving skills
  • Applicant must be self-motivated, challenge processes and have the ability to work without supervision
  • Rethink and reconfigure current processes, constantly strive to improve current process
  • Ensures processing is done in accordance with generally accepted auditing standards
  • Confers with Team leads to identify, plan and develop methods to obtain greater efficiency, which includes the coordination of data processing functions between the commission group and technology teams
  • 2-4 years of financial services related experience, preferably in managed account billing
  • Ability to foster a cooperative work environment
  • Ensure team members meet productivity goals and timeframe benchmarks
  • Identifies and escalates opportunities for process improvement
  • Shares best practices to improve team productivity with group
  • Seeks ways to improve individual productivity
  • Completes work in a professional format and appearance
  • Ability to assess and respond to problems when needed in a proper timeframe
  • Possesses a good knowledge of the financial services industry
  • Ability to review and prepare billing reports
  • Ability to follow short and long-range goals
  • Must be able to write clear and concise memos and other written documents
  • Excellent verbal communication skills (listening, provide feedback and facilitate group communication)
4

Operations Product Specialist Resume Examples & Samples

  • 3-5 years of loans administration experience
  • 4 year degree in Finance/Accounting/Economics
  • Experience and familiarity with credit agreements
  • Excellent interpersonal skills, customer service orientation
  • Self motivated, confident and committed
  • Professional and proactive approach to work
  • Strong organizational skills, concern for quality & accuracy
  • Ability to work well under pressure and ability to multitask
  • Leadership and initiative
5

Operations Product Specialist Resume Examples & Samples

  • Planning, steering and controlling of the project objectives (deliverables, quality, time, costs) leveraging the project steering instruments (project plan, status reports, change requests etc.) and oversee and or conduct detailed business analysis, produce timely, clear and concise business requirements whilst working closely with IT partners to transform business requirements documents into detailed user stories
  • Oversee and or conduct in-depth UAT and UAT reporting with Operations and Business partners and ensure adequate training and know-how transfer and SOP documentation for the Run-the-Bank units
  • Relay information across different management levels on progress and risks, drives decision making process and escalations and provide accurate and equivalent central reporting of the project status within the IB Operations Change framework(s)
  • Planning and coordination of the finalization and hand-over of the project to the Run-the-Bank teams and tracks and remaining issues for resolution/handover
6

Operations Product Specialist Resume Examples & Samples

  • Provide support to client onboarding and front office staff with client related technical questions regarding Foreign Account Tax Compliance Act (FATCA) and UK FATCA
  • RTB role managing local tax onboarding team of 3-4 people
  • Serve as FATCA SME for FATCA strategic solution development and vendor software testing
  • Assist in training client onboarding and various other business areas with regards to FATCA requirements and account opening procedures
  • Oversight of client onboarding procedures to ensure compliance with FATCA regulations with regards to new account openings
  • Review and improvement of tax form collection, validation, and retention in the account opening process
  • Monitor global exception reports to reduce potential tax risk
  • Assist in change requirements for policies and procedures relating to FATCA
  • Liaise with Group Tax on regulatory specific requirements and questions
  • Resolving client queries and managing front to back exceptions
  • Monthly quality assurance sign off to management
  • Identifying and if necessary escalate high risk items to management
  • Build and maintain a comprehensive knowledge of all internal systems related to Tax Onboarding, Client Onboarding, and Reviews
  • Operating as part of a cross-product team and helping to support all functions in their timely execution of responsibilities
  • Understanding of corporate documents and structures
  • Ability to analyze complex client tax documentation (Form W-8IMY structures, new FATCA Form W-8 requirements)
  • Experience designing and implementing processes and controls for FATCA
  • 1-2 years of information withholding and reporting experience
  • 1-2 years of Project management experience
  • LI-TP1
7

Operations Product Specialist Resume Examples & Samples

  • Drive key strategic initiatives in funds clearing and settlement space for the group
  • Support business development and growth on new and existing funds clients & initiatives
  • Handling client, front-office, operational and network related inquiries in a professional and insightful manner (tax, legal, regulatory, market infrastructure, agent bank and external account related issues)
  • Internal and external stakeholder engagement plus managing their' expectations
  • Perform Due Diligence, RfP's and NBI's for funds related business and on respective fund agents
  • Achieve spend vs. cost transparency and forecasting accuracy for all fund agents
  • Support senior business and operations management decision making through fact-based analysis
  • Effective communication of competitive, market / industry and supplier intelligence
  • Extract improved risk/service/innovation value from the managed supplier relationships (agents, utilities and outsourced processors)
  • Manage contracts, relationships, SLAs, RFP processes and tactical/strategic negotiations
  • Harness commercial best practices in the organization through active project and change management
  • Comply with all compulsory training modules and risk mitigation procedures
8

Operations Product Specialist Resume Examples & Samples

  • Ensure that all 18 currencies across the customer segregated accounts and house accounts are correctly funded twice a day, whilst meeting the respective currency deadlines
  • Understand and monitor the Initial and Variation Margins across all the US domiciled exchanges (~ 10 exchanges)
  • Ensure that any discrepancies in balances between the banks and internal booking system (Coma) are quickly identified and resolved
  • Work with ETD Client Margins to resolve and create root cause analysis on the next day Nostro breaks, and report any large discrepancies to the Regulatory Reporting group
  • Adjust the midday loans to ensure that we are compliant with the internal targets around our Segregated, Secured and Sequestered computations and buffers
  • Work with Prime Services Funding to ensure that any over night and afternoon investments are correctly funded and booked
  • At the end of day, take appropriate loans in our USD client and house accounts to ensure that we are correctly funded before the Fed closes
  • Maintain and monitor in our internal booking system (Coma) the daily changes in interest rates across our bank and investment accounts
  • Work closely with our off shore colleagues to ensure that all intra-day reporting and reconciliations are sent at the SLA (Service Level Agreement) times
  • Work closely with ETD Client Margins and Client Service Group to ensure that all client margin payments are made on time. This will involve releasing payments from our payment system (KeyLink), whilst also coordinating with our external banks
  • Communicate effectively and openly with our key stakeholders
  • Ensure we are always compliant around our regulatory requirements within the ETD framework
  • Maintain sustainable relationships with other ETD and Collateral operations groups
  • Identify inefficient processes with the look to make it efficient in a risk adverse environment
  • Create synergies in processes with other groups within ETD and Collateral operations
  • High level of energy, enthusiasm and initiative
  • Able to communicate and build trust and respect at all levels of the organisation
  • Self motivated and able to motivate others
  • Process orientated
  • Strong analytical, numerical & facilitation skills
  • Able to handle pressure situations whilst also maintaining composure to complete the task at hand
9

Operations Product Specialist Resume Examples & Samples

  • Calculation of margin exposure and analyzing portfolios to ensure margin policies, hedging strategies and valuations are correctly applied
  • Escalation of issues to Risk, Credit and Account management and responding to client queries relating to valuation and margin calculation
  • Work with the Prime Service Product Development Group to develop new products e.g. HVDMA / Prime Vault
  • Liaise with other Collateral Functions to facilitate cross-product margining and support the growth of this business through tactical developments
  • Work with IT to build tactical developments into the strategic architecture as processes mature
  • Assist the development of processes and systems to enhance controls, improve client execution and minimise cost
  • Support the development of methodology understanding across the group and ensure client and process contingency through team training
10

Operations Product Specialist Resume Examples & Samples

  • Scheduling of CSR's for both phone and non-phone activities to achieve answer performance goals
  • Daily monitoring of SG-wide call queues
  • Partnering with Associate Managers to deploy and redeploy phone support resources as appropriate
11

O Connor Operations Product Specialist Resume Examples & Samples

  • Reconciliation of daily trades and positions between the trading risk systems and Accounting/Settlement system
  • Resolution of daily Trade Affirmation breaks and fails between UBS O'Connor and external executing brokers / prime brokers and custodians
  • Execution of trade amendments and where necessary trade cancellations at direction of Portfolio Managers/Traders
  • Daily communication within the Operations team and Prime Brokers regarding position break and settlement issues
  • Reconciliation and resolution of daily cash activity breaks between the Accounting/Settlement system and the Prime Brokers and custodians
  • Proactively identifying and resolving potential problems and risks before they arise and know when to escalate issues
  • Responsible for all aspects of trade lifecycle process from trade date through and past settlement date
  • Ensuring all deadlines are met and trade/positions discrepancies are resolved in a timely manner
  • Process early exercise/assignment activity between our system versus the Prime Brokers and communicate any assignments to Portfolio Managers
  • Coordination/processing Option Expiration contra exercise process. Communicating with Prime Brokers any early or contrary exercises. Reconciliation of exercise/assignment activity between our system versus the Prime Brokers
  • Back-up coverage for other members within the Ops Trade Support and Control Team
  • Operations point person for Trading group for general questions or trade/position queries, counterparty queries
  • Liaison for the Operations group to Fund's Service Providers/Fund Admins to assist them in completing month end NAV reporting as necessary
  • Project work at the direction of management
  • User testing of application upgrades and development enhancements
  • LI-JB2
12

Operations Product Specialist Resume Examples & Samples

  • Act as liaison between the client areas and the application development team
  • Create and maintain functional specifications
  • Create and maintain project plans through the project lifecycle
  • Create and maintain the test plans used in the project's testing phase
  • Monitor the various test phases during the project and assist in writing test scenarios and scripts
  • Coordinate and manage the various business users during the project's testing phase
  • Coordinate and manage open issues between the business and technical teams
  • Ensure all SDLC related documents are archived together with the other project documents on the Project's shared folders or SharePoint site. This includes Business Requirements (BRDs) and final versions of the FORMS and Disclosures. Also, the UAT test results are archived together with the project documents
  • Strong knowledge of systems development lifecycle and systems design – SDLC
  • Strong consultative, analytical and communication skills
  • Excellent testing skills
  • At least 5 years of Brokerage experience and financial industry background especially in Forms and Disclosures
  • At least 3 years of working with various Form Design applications – LiveCycle application and Adobe Acrobat a plus
  • Some knowledge of project management
  • Must be able to work off-hours on occasion (Late night or weekend hours)
13

Operations Product Specialist Resume Examples & Samples

  • Ensure trade data integrity (completeness, accuracy and timeliness) – at capture point, ie T0. This mandate includes, but is not limited to, independent trade booking verification, ensuring consistency between risk management systems and third party trade representations,
  • The DMO team also fills the critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s infrastructure
  • Facilitate the production and sign-off of an accurate T0 PnL, and T+1 reconciliation with the actual PnL in partnership with Finance
  • Ensure completeness, accuracy and timeliness of post T0 trading processing and data flow
  • Front-to-back reconciliations
  • Manage Life cycle management related processes
  • Monitor and improve where needed transaction flow into all consumers functions (Operations, Finance, Credit and market risk)
  • Improve T0 PnL Explain process
  • Utilise and improve upon risk tools to deliver a daily PnL explanation and commentary
  • Continuous enhancement of process in partnership with Risk and Finance
  • Detailed/Robust Reconciliation process to support the validation of the T+1 PnL data before handing over to the Finance function
  • The MO team also fills critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s front-2-back infrastructure
  • 1- Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
  • 2- Cross functional reach – as the candidate will need to liaise across functions (Front Office, Finance, Market and Credit Risk, as well as Operations), the ability to navigate through vertical and horizontal layers of the organisation is essential
  • 3- Product/Process knowledge: the candidate throughout his experience will have developed in depth knowledge of derivatives instruments, from a number of angles: product specificities, understanding of the businesses associated to this products, as well as strong command of the relevant control framework
  • 4- Focus on delivery and impact: proven track record in delivering results and achieving targets, ability to work in a fast pace, trading environment
  • 5- A strong working knowledge of Excel
  • 6- VBA Skills are not a requirement but preferred
  • 7- In this role the highest professional, ethical and legal standards will need to be maintained at all times
  • 8- Innovative approach to solving day-to-day process problems
  • 9- Control focused and experience of designing controls
  • 10- Ability to network rapidly through the organisation in order to build and maintain effective relationships
  • 11- Excellent communication skills – written and verbal
  • 12- Experience working with Markitwire, BBG & CME
  • 1- Middle office analyst, trading assistant, Product Control analyst or similar function, closely aligned to a/multiple trading desk/desks. In this capacity, the candidate will have experience and first hand knowledge Derivative trading, its products, pricing & associated risk attributes
  • 2- The candidate will be able to demonstrate a solid understanding – practical and theoretical - of Derivative instruments, covering flow (e.g. Interest Rate Swaps, Swaptions, Total Return Swaps, Repo and Treasury instruments such as Tips, T-bonds and Futures,) and ideally more complex derivative instruments (Bespoke tranches, credit options…)
  • 3- Experience managing and analysing large amounts of data including, trade details, PnL attributes and adjustment details
  • 4- Depending on the level, experience as a trading assistant team leader is a plus
  • 5- Experience building and creating new reporting systems
14

Operations Product Specialist Resume Examples & Samples

  • Ensure billing set-up and maintenance in accordance to the Services Agreement which describes the services to be rendered, the fees to be charged, and the method of payment
  • Partner with Admin to ensure new account billing set-up and account terminations are handled according to department guidelines
  • Must be self-motivated, challenge processes and have the ability to work without supervision
15

Operations Product Specialist Resume Examples & Samples

  • Maintain a thorough knowledge of Alorica’s programs, policies, and technology. Monitor a minimum of twenty calls per day per TSR/CSR, per assigned shift
  • Maintain accurate and sufficient documentation of TSR/CSR calls including
  • An Associates Degree (AA) from an accredited university or college; or a High school diploma, GED and 1 years related work experience
  • Experience (2+) years in a call center environment
  • Some prior supervision experience preferred
  • Ability to monitor and record improvements in performance
  • Ability to provide feedback and demonstrate a variety of coaching methods
  • Ability to write reports, and business correspondence
  • Ability to communicate effectively both orally and in writing
  • Ability to build and maintain effective working relationships
  • Strong attention to detail and some experience in Verification
16

NPI Operations Product Specialist Resume Examples & Samples

  • Detail orientation a must; results driven and proven DRI with hands on approach; self-motivated, proactive and driven
  • Strong written and verbal communication skills, and ability to articulate complex scenarios in simple terms
  • Excel, Database, & Statistical Software (SPSS, SAS, SQL etc.) experience a plus
17

Product Operations Product Specialist Resume Examples & Samples

  • Ensure the needs of our customers are at the heart of every decision the product team makes, and we deliver a world-class user experience
  • Work with product managers, project managers, engineering, marketing, sales, and business operations to plan and deliver capability improvements
  • Maintain internal and client facing documentation for News Agency products and capabilities
  • Support, and have the potential to eventually lead, client migration projects
  • Manage and monitor internal usage of News Agency products
  • Develop an expertise in News Agency products and capabilities and be able to confidently answer queries from internal and external stakeholders
  • Support Product Managers working with News Agency partners and vendors
  • Ability to produce detailed functional specifications based on business requirements
  • Experience participating in multiple phases of the product lifecycle (ideation, delivery, go-to-market, support, sunset)
  • Project Management disciplines
  • Experience of QA methodologies
  • Experience in a role focused on web technologies
  • Ability to communicate & work across time-zones and with colleagues for whom English is a second language
  • Experience, or deep knowledge, of the News and Media industry
  • Experience of B2B content delivery platforms
  • Proven experience in a relevant role in any of the following areas: Product Management and/or Support; Business Development; Administration; Project Management; Business Analyst
18

Operations Product Specialist Resume Examples & Samples

  • Support steady state business activities and adherence to the defined and agreed Product Taxonomy Operating Model
  • Manage daily resolution of product classification exceptions and management reporting
  • Product Data Maintenance and ensuring integrity of the taxonomy data and meet the requirements of the Product Taxonomy data consumers
  • Implementing functional enhancements to the Product Classification Service application as required to support consumer requirements and adhere to the PT Operating Model
  • Testing of PTX code promotions for releases and business readiness testing
  • Develop tactical tools to assist in process