Oliver Fernandes

Self employed : Capital markets/ Finance / Angel investor

Mumbai, Maharashtra, India

About

J.P.Morgan Private Bank, Geneva Head of core operations : Reconciliations, asset servicing, account transition & client reporting. Direct oversight over 70+ staff in Switzerland, India and Philippines. • An MBA with a Commerce Graduation degree, and over 20 years of experience in areas of Banking Operations, Business Transformation, Program Management, Strategy formulation, Analytics, Risk Management • 15 years of career evolution at JPMorgan’s Private bank, working closely with teams across US, Europe and Asia, supporting a 22x5 coverage model • Insightful knowledge of global banking operating models, products, processes and front-to-back hand-offs • Consistently leveraged networks to collaborate on Tech. & Ops synergies and promoted cross-LoB partnerships • Led multiple improvement initiatives focused on location strategy, automation and workforce & workflow optimization Current Role & Responsibilities • Providing functional oversight and strategic direction to all core operations teams at WM Ops Geneva • Oversight on: Corporate actions, Class actions, proxy services, reconciliations, instrument data, Pricing, Client Reporting - Designated representative for International Private Banking Operations at all regional business Oversight & control committees, Business reviews, regulatory forums, risk committees and legal entity governance meetings - Led transition of all instrument reference data and pricing functions into a centralized firmwide utility - Member of International Private Bank Operations Leadership team - Voting member at Global Pricing committee. Earlier held position as Co-Chair of the committee - Overseeing critical/high value transactions, escalations, sensitive trading breaks and technology or transmission outages

Experience

  • Capital markets/ Finance / Angel investor at Self-employed
    Jul 2020 - Present · 6 yrs

  • Executive Director at J.P.Morgan (Suisse) S.A.
    Oct 2014 - Oct 2019 · 5 yrs 1 mo

  • Executive Director at J P Morgan Services India Private Limited, Mumbai
    Jun 2004 - Sep 2014 · 10 yrs 4 mos

  • Deputy Manager at Citigroup
    Jul 1998 - Dec 2003 · 5 yrs 6 mos