Henry Miller Email and Phone Number

Work on a consultative basis with institutional clients to assist in understanding their capital flows, performance comparables, fee and expense rationale, ESG investing, and market sentiment using proprietary Refinitiv software.Use broad financial market knowledge to demonstrate and educate clients on functionality and content resulting in increased usage and product adoptionDeliver tailored engagements (e.g. enterprise workshops) that help institutional clients maximize the value derived from Refinitiv solutions post saleInterpret and take action on usage information focusing on “at risk” customers to mitigate cancellations and identify value optimization opportunitiesPromote insights relevant to customers’ workflow and act as a voice of the customer internally, feeding back their experiences to product and sales teamsDevelop and execute retention strategies as part of the customer success plan for accounts, inconjunction with Account Management and Sales staff

Utilize extensive fixed income market experience to assist institutional clients with queries related to global fixed income markets by creating tutorials, presentations, and product demonstrations to illustrate capabilities of fixed income offeringsLiaison between end users and Eikon product management teams to accurately capture client feedback on existing and future offerings, functioning as a subject matter expert in translating client requirements to product development teamsConduct analysis of escalated client issues and work with appropriate Thomson Reuters departments for resolutionProvide overall work direction to junior level staff including staffing of queues, quality monitoring and wider feedback on employee performance in a supervisory capacityProvide escalation and supervisory support, mentor and subject matter expertise to junior staffWork cross departmentally with upper management to resolve common customer concerns

Manage gold, silver, and copper trading desk during Asian and European market hoursBuild and configure multiple Excel macros and spreadsheets to monitor real time pricing and volume fluctuations in spot and spread markets to create profitable market entry and exit strategies Responsible for discretionary trading up to 5,000 various contracts daily with an average of $4,500 daily revenue generation

Manage trade capture and settlement across various products such as OTC and exchange traded derivatives, agency and corporate mortgages, investment grade and high yield bonds, municipals, and emerging markets debtCreate a globally used KPI database to monitor trade execution, trade settlement, and productivity metricsProactively identify opportunities and enhancements to improve trade support and operational functionProduce tutorials and presentations for the trade support group related to Microsoft Excel, derivatives, bonds, and other products to advance education and efficiencyConstruct multiple complex templates and platforms in Excel to automate and improve processes across all of operations. Some examples include automation of accounting system entry, reconciliation for municipal bond trades, and automation of the emerging markets trade confirmation process. Total time savings with ongoing improvements has been conservatively estimated at over 110,000 minutes per annum.Utilize various cash and position reports to identify and resolve cash and position breaks for UBS Asset Management Americas

Responsible for trade capture, booking of trades, settlements, trade breaks, and the resolution of all trade problems related to fixed income products including corporate, municipal, MBS/ABS, and treasury securitiesCreate crucial daily reports detailing portfolio holdings, market values, and durations for NISA’s trading and client services groups to assist in investment decisionsRestructured internal TBA allocation and settlement process by utilizing macros, Bloomberg Terminal, Access databases, and presentations to the entire Operations department to handle a 500% increase in trading volume

Manage the bidding and settlement processes for a variety of large swap and investment related transactions.Employ advanced techniques in Excel, including macros, to construct various cash flow models used for conducting derivative analytics and to create various reports related to investment agreement and swap transactions Interact with bankers, underwriters, borrowers, legal counsel and other professionals in communicating, structuring and settling investment and bond related transactions

Supported senior bankers during bidding and settlement processes for investment agreements and swap transactions by managing transcripts and client information.Participated in updating the marketing brochure which was distributed to hundreds of clients.

Developed pitch book presentations for Healthcare and Corporate Related clients using SDC, Java Plot, DPC, and PowerPoint software.Designed and provided charts to graph debt structures and outstanding debt for municipalities and corporations to identify future business opportunities.