SUMMARY
Lead Analyst with over 10 years experience in the financial services industry; delivering excellent client service, building relationships, and strengthening teams, while launching and supporting projects and initiatives.
PROFESSIONAL EXPERIENCE
THE BANK OF NEW YORK MELLON, New York, NY
Lead Analyst, Client Service – Senior Repo Collateral Manager: (9/2016 – Present)
• Served as team lead and escalation point of contact for all Bridgewater Repo Collateral inquiries.
• Worked with external clients to resolve complex day-to-day issues and directs them to appropriate resources.
• Assisted clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.
• Applied advanced problem solving skills, judgment, and experience to analyze information.
• Used developed communication skills to deliver high quality service to a specialized client base.
• Used in-depth knowledge of client issues and needs to contribute to business development efforts.
• Lead and participated in internal activities and initiatives designed to improve the client experience.
• Supervised and trained a team of six junior analysts on all day-to-day repo collateral management activities including covering margin calls, substitutions, maturities, and optimization.
• Built Stretch Assignment Portals for Asset Servicing and Middle Office Operations Senior Management.
Senior Analyst, Client Service – Repo Collateral Manager: (9/2013 – 9/2016)
• Successfully onboarded Bridgewater into the BNY Mellon Collateral Platforms, by driving key parts of the collateral management implementation process for Repo and OTC.
• Updated business requirement documents (BRDs) and process flows to ensure documentation guidelines are met.
• Managed daily margin calls for 40 repo portfolios with a total market value in excess of $40 billion.
• Assisted Futures and OTC process leads on other daily task and trained new team members as necessary.
• Assisted on-boarding team with special projects when necessary.
• Reviewed GMRA/MRA legal documents and onboarded new brokers, when necessary.
• Built the collateral team settlements process for go-live.
Business Analyst (Consultant through IMR Recruiters): (10/2012 – 8/2013)
• Contributed to the development of the Tri-Party Repo Dodd-Frank Reform which reduced the company’s secured credit extended in the tri-party repo market by $1.44 trillion or 97%.
• Directed and execute end-to-end Internal UAT (User Acceptance Testing) and client testing.
• Conducted gap analysis against test cases, business workflows, and business / functional requirements.
• Monitored dealers NFE (Net Free Equity) account balances to minimize risk exposure to the bank.
• Provided and facilitate training to internal parties and clients for UAT.
AB GLOBAL (formally Alliance Bernstein, LP,) White Plains, NY
Fixed Income Trade Support Analyst: (9/2010 – 5/2012)
• Built relationships with senior management and brokers, by developing and reported monthly KPI's and diagnostics to senior management and presented quarterly KPI reports at broker meetings.
• Main point of contact for Derivative Team in core collateral management tasks, including OTC margin calls, collateral booking, account reconciliation, monthly interest processing, and resolving control breaks.
• Supported trading in confirmation and settlement of Repo trades, Tri-Party Repo wires between brokers and clearing banks.
• Performed Quality Control checks to ensure all trades are reconciled between trading platforms and accounting systems.
• Collaborated with custodians, agent banks, and portfolio managers to ensure accurate and timely settlement of trades through FED, DTC, Euroclear, Crest, and CDS.
ISI GROUP (International Strategy & Investment Group), New York, NY
Operations Associate (Consultant through Mercury Partners): (2/2009 – 2/2010)
• Responsible for reconciling and confirming daily equity trade details with DTCC for internal and external clients.
• Managed affirmations spreadsheets with new point of contact for internal and external clients.
• Reduced time to locate equity research reports, by establishing a filing system for research teams.
UBS INVESTMENT BANK, Stamford, CT
Opera...
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