Catherine Roy

Catherine Roy Email and Phone Number

Investment Specialist @ BMO Wealth Management - Canada
Canada
Catherine Roy's Location
Canada, Canada
Catherine Roy's Contact Details

Catherine Roy work email

Catherine Roy personal email

About Catherine Roy

Returning bilingual Canadian after 16 years in Middle East and Asia, I am now seeking an opportunity to kick start the second chapter of my financial career. Performance-driven, cross asset sell-side financial markets specialist with a proven ability to structure derivatives products solutions across multiple segments and geographies. Recognised for my capability to assess business requirements and implementing early change with a lasting positive impact. Thrives and succeeds while under pressure in a fast-paced environment. Highly organized and skilled in managing my time and resources effectively to achieve the best outcome.

Catherine Roy's Current Company Details
BMO Wealth Management - Canada

Bmo Wealth Management - Canada

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Investment Specialist
Canada
Employees:
751
Catherine Roy Work Experience Details
  • Bmo Wealth Management - Canada
    Investment Specialist
    Bmo Wealth Management - Canada
    Canada
  • Sumitomo Mitsui Banking Corporation (Smbc) Asia Pacific
    Vice President - Structuring And Solutions Sales
    Sumitomo Mitsui Banking Corporation (Smbc) Asia Pacific Oct 2021 - Apr 2022
    Singapore
     Work closely with Corporate Finance, FI and Investment Bankers for cross-selling Derivatives (across Interest Rate and FX products) for Global Market Clients in Asia Ex-Japan Support Senior Sales with client proposals, help identify new opportunities for target client list - review balance sheets, news on key corporate clients and relevant market and helping with account plan sessions Work with internal and external legal counsel to negotiate ISDA documentation, internal credit approvals and other due diligence requirements to onboard the customer Send market updates, pricing refresh, trade ideas based on market movements  Resolve post trade issues and queries Interact closely with product development team for new product rollouts or trading infrastructure enhancements. Keep abreast of regulations and cross check rules prior to deal execution
  • Self-Employed
    Relocation & Child Care Leave
    Self-Employed May 2017 - Nov 2021
    Dubai & Singapore
  • Standard Chartered Bank
    Rates & Fx Structurer
    Standard Chartered Bank Jan 2010 - Apr 2017
    Dubai, United Arab Emirates
     Responsible for origination, structuring and execution of wide suite of financial markets transactions across Africa, Middle East and Pakistan while ensuring alignment with the broader commercial strategy. Drive team annual revenues of high double-digit USD millions by providing Interest Rate and FX Solutions services to sales teams. Provide financial market expertise for Corporate Finance deals with complex risk dynamics and long lead times (eg. Project Finance & Structured Finance transactions).  Review and negotiate term sheets and hedging transaction documents, with a focus on commercial and financial terms. Facilitate marketing by generating generic and/or specific pitch books and other client-facing materials  Develop trade ideas and payoff across asset classes for corporate and FI clients in ME&P on a regular basis to feed into day-to-day Sales-Client interaction Observe trends, formulate and assess product ideas, and submit corresponding proposals for new products or product modifications Develop the product knowledge of the sales team and clients through regular training sessions, targeted coaching and client seminars. Work with Technology to participate in pricing system design, user acceptance test, troubleshooting and ensuring that new front office system needs are being met in any implementation. Partner with market risk and product control teams to ensure appropriate risk management is always followed
  • Standard Chartered Bank
    International Graduate - Wholesale Banking
    Standard Chartered Bank Jul 2008 - Jun 2010
    Dubai, United Arab Emirates
     Program designed with a view to enhance leadership skills and offer in depth understanding of the organization and banking industry in general with a view to develop future management  Rotations in key wholesale banking departments: Structuring FM (5 months); Transaction Banking (5 months); FM Middle Office (5 months); Operational Risk FM (5 months); Origination and Client Coverage (2 months);  One of the 166 applicants selected globally into the Wholesale Bank 2008 training program out of 13,000 applicants

Catherine Roy Skills

Fx Options Banking Derivatives Credit Risk Investment Banking Capital Markets Financial Markets Financial Modeling Corporate Finance

Catherine Roy Education Details

Frequently Asked Questions about Catherine Roy

What company does Catherine Roy work for?

Catherine Roy works for Bmo Wealth Management - Canada

What is Catherine Roy's role at the current company?

Catherine Roy's current role is Investment Specialist.

What is Catherine Roy's email address?

Catherine Roy's email address is ca****@****ail.com

What schools did Catherine Roy attend?

Catherine Roy attended Université De Montréal - Hec Montréal, Concordia University.

What skills is Catherine Roy known for?

Catherine Roy has skills like Fx Options, Banking, Derivatives, Credit Risk, Investment Banking, Capital Markets, Financial Markets, Financial Modeling, Corporate Finance.

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