• Strong Knowledge of Fixed lncome products, settlements and surrounding processes• Daily reconciliation, support and associated DTC/FICC/Euroclear settlement of domestic and foreign fixed income products• Ensure proper controls are in place to resolve trade breaks in a timely manner, meet all regulatory reporting requirements (TRACE), Balance positions, and monitor DTC and Euroclear settlements using the fixed income fail report• Act as backup to my colleagues• Support the implementation of new business initiatives while maintaining efficiencies and controls• Perform other duties as assigned• Maintain positive and long-term relationships with clients• Interact with clients to understand their needs and expectations• Answer client queries received via telephones and e-mails• Analyze client concerns and provide corrective actions• Escalate complex issues to appropriate team for timely resolutions• Document client issues and resolutions for reference purposes• Maintain report templates and generate client service reports for management• Maintain records of client information, services and communications in department’s database• Develop process improvements to enhance customer service efficiency and effectiveness• Follow and enforce service quality standards• Obtain and communicate client feedbacks to management

Credit Analyst for Small Businesses• Review preliminary credit applications to determine if it meets basic EF policies and criteria• Interview customers to gather further information and research potential transactions• Work cohesively with Loan Officers to determine pricing, terms, conditions, risks and exposure• Initiate credit analysis through due diligence, searches of credit bureaus, name verification, deed/mortgages and premise lease• Satisfy security issues by ensuring company’s position is not threatened by existing liens or customer’s pre-existing exposure to other financial institutions.• Accurately enter all credit information into in-house financing software to include pricing, conditions and needed ancillary documents. • Prepare Loan Memo for submission to Credit Committee.

Advisory in the Financial Services under the Banking and Capital Markets Group for Operations and Technology.

Risk & Control Reporting: Compliance). Also, Emerging Markets (Client Services).

Downsizing

Sold to various clients: Triparty repos and short term fixed income instruments, supported various colleagues with their accounts. Credit Sales: Credit Default Swaps and corporate Bonds. Managed 8 Sales Assistants within various groups: Hedge Funds, High Grade, High Yield and Emerging Markets. Helped/Troubleshoot various groups with their questions and problems. Dealt with the Fixed Income backoffice, middle office and front office by helping implement various new systems/plateforms and it's different products.I consider myself a "utility person", I have extensive experience in many areas of client services, sales/trading and compliance.

Traded odd lot bills. Supported 4 other traders

Supervise the Tellers and New Accounts.