Capital Markets Operations Resume Samples

JC
J Christiansen
Jayme
Christiansen
54401 Cicero Bridge
Boston
MA
+1 (555) 538 6806
54401 Cicero Bridge
Boston
MA
Phone
p
+1 (555) 538 6806

Experience

Experience

06/2014

present
Philadelphia, PA
Capital Markets Operations Specialist
Philadelphia, PA
Capital Markets Operations Specialist
06/2014

present
Philadelphia, PA
Capital Markets Operations Specialist
06/2014

present

  • Works under limited direction to complete daily work within specified time parameters
  • This person will assist the Manager in recruiting, organizing and training the rest of the Service Delivery team
  • Communicate with international banks via multiple channels including the SWIFT network
  • Use of document management software (FORTIS)
  • Execute various initiatives and projects as assigned
  • Use of document management software (FORTIS/iMagio)
  • Calculating, confirming and performing settlements, fee payments or other charges

03/2007

12/2013
Dallas, TX
RBC Capital Markets Operations
Dallas, TX
RBC Capital Markets Operations
03/2007

12/2013
Dallas, TX
RBC Capital Markets Operations
03/2007

12/2013

  • Responsible for the reconciliations of designated processes under prescribed guidelines, ensuring departmental goals are met; applies solid knowledge of the Product Operations, its procedures, methods and systems to the reconciliations process
  • Ensures daily/monthly data feeds are received on time, with proper follow up conducted for missing information
  • Applies knowledge of the product supported and it’s processes, such as, payment methods, terms and conditions, general operating policies, rules and regulations used by correspondents, clients and their agents in the day to day reconciling of accounts
  • Recognize that accuracy is key to ensure true breaks are identified and investigated accordingly
  • Identify and initiate investigation cases on items that represent a potential loss to the Bank Display a strong commitment to teamwork; open two-way communication and good staff morale
  • Seek opportunities to share information with colleagues
  • Identify departmental system or process changes to streamline and/or improve the reconciliation process and efficiency (matching rules, automating processes)

03/2003

09/2006
New York, NY
Capital Markets Operations
New York, NY
Capital Markets Operations
03/2003

09/2006
New York, NY
Capital Markets Operations
03/2003

09/2006

  • Identify service gaps provided to client groups and makes suggestions to management for improvement
  • Provide high quality reports to Front Office, Product Control and Management
  • Effectively manage the implementation of new products, processes and systems to improve the efficiency of the operation
  • Demonstrates flexibility to assume project work outside of the general reconciliation process as determined by management
  • Escalate any unresolved issues or challenges to Management as soon as possible
  • Develops a good knowledge of products supported by FX&MM and the various types of settlements, as well as their system bookings to ensure accuracy
  • Develop a very good knowledge of products supported by FX to ensure accuracy of confirmation documents

Education

Education

Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
University of Kentucky
Bachelor’s Degree in Accuracy

Skills

Skills

  • Ability to learn quickly
  • High level of adaptability in a fast-paced dynamic team environment
  • Intermediate to Advanced Excel

    Skills

    (Pivot Tables and Macros)

  • Ability to deal with problems as they arise in a dynamic environment
  • Sound knowledge of trading practices/terminology and derivatives products
  • Solid/proven academic performance
  • Flexible attitude and strong work ethic
  • Strong analytical, problem-solving, interpersonal and communication skills
  • Knowledge of derivative products is a definite asset
  • Demonstrated interest in the financial services industry