Cristina Peña

Cristina Peña Email and Phone Number

Vice President, Private Banking Fund Ops Team Manager @ J Safra Asset Management Corporation
New York, United States
Cristina Peña's Location
Brooklyn, New York, United States, United States
Cristina Peña's Contact Details

Cristina Peña work email

Cristina Peña personal email

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About Cristina Peña

Financial operations leader with extensive experience focused on trade support, analysis, projects, testing and maintenance for product offerings and business units. Possess strong analytical skills with the capability to work independently and is self-motivated. Manage multiple deadlines in an environment where change is constant, while paying strict attention to detail. Ability to act as liaison between the technical staff and the business units. Have excellent planning and scheduling skills with the expertise to analyze, triage and resolve issues quickly and thoroughly. Display proven interpersonal skills with all levels of individuals.

Cristina Peña's Current Company Details
J Safra Asset Management Corporation

J Safra Asset Management Corporation

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Vice President, Private Banking Fund Ops Team Manager
New York, United States
Website:
jsinvestments.com
Employees:
105
Cristina Peña Work Experience Details
  • J Safra Asset Management Corporation
    Vice President, Private Banking Fund Ops Team Manager
    J Safra Asset Management Corporation
    New York, United States
    View
  • J Safra Asset Management Corporation
    Vice President, Private Banking Fund Ops Team
    J Safra Asset Management Corporation Oct 2021 - Present
    New York, New York, United States
    View
  • Bbva
    Middle Office Analyst
    Bbva May 2019 - Oct 2021
    New York, New York, United States
    Work in a team of Middle Office/trade support analysts who executes the complete trade lifecycle management, including administration, settlement processing, and trade break remediation for BBVA’s institutional clients in the Latin American, European and US markets. Provide hands-on support for the bank’s Sales, Trading and Back Office teams.
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  • J.P. Morgan
    Vice President - Sma Middle Office, Trade Support Manager
    J.P. Morgan May 2007 - Nov 2018
    New York, New York
    Led a team of Middle Office/trade support analysts who operated all aspects of client account maintenance, data reconciliation, trade errors and trade-related inquiries for 7 product offerings for JPM Securities in a volatile, market sensitive environment. Interacted heavily with the Financial Advisor teams, third party Investment Managers, vendors, internal partners and all levels of management.
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  • Citi
    Ib Global Transaction Services Specialist
    Citi 2006 - 2007
    New York, New York
    Managed the onboarding of all new client accounts and market driven client requests, i.e. withdrawals, deposits, tax sell requests for 7 high volume, top tiered Sponsor firms in Citigroup’s managed accounts line of business.
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  • Morgan Stanley
    Account Administration Manager - Investment Consulting Services
    Morgan Stanley 2000 - 2005
    New York, New York
    Managed a team of Specialists dedicated to handling both internal and external client inquiries, monitoring problem accounts, and providing support for financial advisors with issues pertaining to their clients’ managed accounts.
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Cristina Peña Skills

Client Relations Adp Fixed Income Apl Fiserv Series 99 Capital Markets Bloomberg Equities Microsoft Office Bloomberg Terminal Asset Management Support Analysts Trade Settlements Managed Money Project Management Fiserv Apl Data Reconciliation Process Optimization Financial Operations

Cristina Peña Education Details

Frequently Asked Questions about Cristina Peña

What company does Cristina Peña work for?

Cristina Peña works for J Safra Asset Management Corporation

What is Cristina Peña's role at the current company?

Cristina Peña's current role is Vice President, Private Banking Fund Ops Team Manager.

What is Cristina Peña's email address?

Cristina Peña's email address is cr****@****.com.br

What schools did Cristina Peña attend?

Cristina Peña attended The City University Of New York.

What skills is Cristina Peña known for?

Cristina Peña has skills like Client Relations, Adp, Fixed Income, Apl, Fiserv, Series 99, Capital Markets, Bloomberg, Equities, Microsoft Office, Bloomberg Terminal, Asset Management.

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