As a senior operations associate with over eight years of experience in the financial sector, I have developed and demonstrated a strong expertise in post-trade settlement, operational analysis, and process improvement. I have successfully ensured the timely and accurate settlement of bond and equity trades across various markets, including Euroclear, Asian, Australasia, European, and US markets, handling any issues and processing transactional taxes.In my most recent role at Mizuho, one of the largest financial groups in the world, I delivered high-quality results and reduced operational risk by applying my skills in Microsoft Excel, time management, problem solving, and attention to detail. I also contributed to the improvement of the department's processes and automation, implementing ideas and working on projects as needed. Additionally, I cross-trained and covered other teams across the operations, liaising with cash management and traders to resolve failed trades and support organizational goals. I pride myself on maintaining high standards and striving to achieve excellence, even in fast-paced and high-pressure environments.I am passionate about the financial industry and eager to learn new skills and take on new challenges. I am currently open to new opportunities in the settlements or operations field, where I can leverage my expertise and add value to a dynamic and innovative organization.
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Senior Operations AssociateMizuho Aug 2021 - Jul 2022London, England, United KingdomEnsuring all Bond and Equity trades settle on a timely basis; within Euroclear, Asian, Australasia, European, US Markets and handling of any failing trade issues.Declaration and processing of transactional taxes: UK & Irish Stamp, Financial Transaction Tax.Investigation and processing of interest claims and fail charges.Implementing ideas across the department; with an aim to reduce manual processes and improve automationProject work when called upon and contributing to the department’s project slate.Cross train and cover other departments/team members across the Operations as and when required.Liaising with Cash Management and traders to resolve failed trades, bond settlement issues and general operational risk. -
Operations AssociateOlivetree Financial Feb 2018 - Jul 2021London, Greater London, United KingdomResponsible for Equity post-trade settlement in Europe, Americas and Asia, along with ad hoc operational duties. -
TravelingTraveling Mar 2016 - Oct 2017Australia And Asia
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Middle Office And OperationsNevastar Finance Mar 2014 - Mar 2016London, United KingdomWorking at Nevastar Finance operating a number of roles and tasks:• Liaising with Brokers, Custodians and Banks across Europe in order to settle trades, FX’s, dispute fees/commission booked to the accounts among all other types of dealings• Placing Forward and Spot FX’s be it at clients requests or for account management purposes• Overseeing and checking accounts in order to verify transactions are booked correctly• Working closely with Portfolio Managers to ensure accounts are at all times managed to meet the clients agreed specification• Using Bloomberg to gain required information for setting up Bonds, Equities, Futures and Options among other tradeable entities, as well as for updating internal information• Ensuring portfolios and valuations are accurate and up to date in order to present to clients• Calculating performance of accounts for internal and client use• Filtering through emails and replying accordingly -
Settlements ClerkIcap Plc Feb 2012 - Mar 2014London, United Kingdom• Chasing up traders for any outstanding trades from the previous working day and addressing any matching issues• Going through emails which require my attention and responding accordingly• Processing spreadsheets through the system, from external companies and offices both within the UK and internationally• Processing manual tickets from brokers within the office• Managing electronic trades• Setting up and updating Bonds, Bunds, UK and US treasuries• Setting up new client counterparties whilst liaising with Compliance and Risk Management• Working out profit and loss and allocating profit as instructed• Using Bloomberg, Euroclear, SWIFT and TRAX
Adam Gordon Skills
Adam Gordon Education Details
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Chatham Grammar School For BoysGcse -
Walderslade Joint Sixth FormA Level
Frequently Asked Questions about Adam Gordon
What is Adam Gordon's role at the current company?
Adam Gordon's current role is Most Recent Position: Senior Operations Associate @ Mizuho | Post-Trade Settlement.
What schools did Adam Gordon attend?
Adam Gordon attended Chatham Grammar School For Boys, Walderslade Joint Sixth Form.
What skills is Adam Gordon known for?
Adam Gordon has skills like Trading, Bonds, Equities, Fixed Income, Settlement, Alternative Investments, Asset Management, Hedge Funds, Securities, Investments, Problem Solving, Derivatives.
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Adam Gordon
Committee Member, Private Practice Network At Gesa: Gastroenterological Society Of AustraliaGreater Melbourne Area2bigpond.net.au, monash.edu -
2champequity.com, cpecapital.com
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1manheim.com
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