Letchworth, England, United Kingdom
I'm an experienced hedge fund and investment banking operations professional with 14 years’ experience covering middle office operations, sales & trade support, and collateral management. My most recent role was at Coremont, where I was a senior member of the Operations team. On behalf of multiple clients, I was responsible for trade capture, rectifying trade breaks, and trade lifecycle management across a variety of asset classes. I helped launch multiple new clients, ensuring operational processes and procedures were ready for launch date. Prior to Coremont, I was a Senior Analyst with ANZ, providing support to the FX, equity, and rates and credit desks. During this time I improved automated confirmation processing by 30% through onboarding clients onto Omgeo CTM. Competencies: trade confirmation and settlement queries, portfolio reconciliation, client service, enhancing existing processes, OTC derivatives product knowledge, margin call processing and dispute resolution, ISDA/CSA documentation, working with variety of stakeholders.
• Improved trade reconciliations, reduced trade booking errors, and increased trade STP percentage across a variety of instruments including futures, listed options, FX, equities, and fixed income • Liaised with clients, counterparties, and clearers to promptly resolve trade discrepancies • New fund launch, including setup with FX prime brokers, clearers, markitwire, and Omgeo CTM • Completed novation of futures and FX positions between Brevan Howard funds • Set up of new clients to trade exchange traded derivatives, completed trade testing, set up of EGUS agreements, and STP with clearer • Onboarded new traders, ensuring accurate trade capture • Built client relationships • Trained new staff members, provided ongoing support to ensure processes were performed diligently
• Provided trade support to the front office across multiple products including FX, equity derivatives, rates and credit. Ensured trade queries were investigated and resolved in a timely manner. • Performed analysis and onboarding of credit clients onto automated confirmation matching system Omgeo CTM, improving automated confirmation processing by 30%. • Successfully trained Front Office Support India in onboarding clients onto Omgeo CTM. • Finalised issuance of index linked notes on behalf of Structured Origination desk, including booking trades, arranging ISIN and counterparty setup. • Developed procedure for the rates and FX funding process.
• Lead analyst responsible for initial testing and setup of TriResolve within ANZ • Established processes and procedures that allowed the use of TriResolve to move from project to BAU phase • Developed compliance reports to meet Dodd Frank and EMIR reporting obligations • Expanded responsibilities of team from CSA reconciliations to include non-collateral, GMRA, and clearing house reconciliations. Achieved this via testing and analysis of additional trade files • Trained additional employees and facilitated a positive working environment as the team expanded
• Process and manage collateral margin calls using Algo Collateral V5, the ISDA OTC Margining application • Onboard all new margining agreements in accordance with ISDA documentation • Identify portfolio differences and investigate trade issues in Murex and Razor • Perform daily reconciliations and update internal funding calculations • Provide detailed and accurate valuation information to both external and internal customers