Jamel Thomas, Mba Email & Phone Number

New York City Metropolitan Area

Newark, New Jersey

• Assist all sales team with contract issues and following up with counterparties. • Providing Securities Lending education, collateral training during and after our transition from onshore operations to offshore operations.

Jersey City, New Jersey

United States

• Processed mark to markets, including pre-pays and returns. Reconciled all positions for Europe, Latin America and the Pacific Rim. • Responsible for comparison, stock record discrepancies and fails. Ensured firm was balanced by close of business day.• Provided International Securities Lending education and training to existing staff while trying stream line our processes.• Assisted IT department in enhancing the use of Equilend for billing purposes.• Assisted head traders with… Show more • Processed mark to markets, including pre-pays and returns. Reconciled all positions for Europe, Latin America and the Pacific Rim. • Responsible for comparison, stock record discrepancies and fails. Ensured firm was balanced by close of business day.• Provided International Securities Lending education and training to existing staff while trying stream line our processes.• Assisted IT department in enhancing the use of Equilend for billing purposes.• Assisted head traders with trade issues and assured follow up with counterparties Show less

United States

Responsible for overseeing and managing the daily functions of the Domestic Securities Lending Operations Group for DTC 5221 and 045. Assisted the IT department in developing a Prism upload, which decreased the input time of returns. Assisted Reconciliations team with mapping Loanet to ADP to create an automated reconciliation for Equity Finance. Ensure firm is balanced by close of business day. Performed UAT testing for domestic operations.• Assisted senior stakeholders with Finra… Show more Responsible for overseeing and managing the daily functions of the Domestic Securities Lending Operations Group for DTC 5221 and 045. Assisted the IT department in developing a Prism upload, which decreased the input time of returns. Assisted Reconciliations team with mapping Loanet to ADP to create an automated reconciliation for Equity Finance. Ensure firm is balanced by close of business day. Performed UAT testing for domestic operations.• Assisted senior stakeholders with Finra, internal audit and aged break commentary.• Developed, trained all staff members for DTC 5221 and 045.• Ensured open positions were fully collateralized to cover the firm’s risk of exposure.• Developed Domestic Securities Lending checklist/daily procedures and supervise for complete compliance (SOX).• Served as a liaison between equities group; reconciliation and control; sales team; financial reporting, I.T and also provide educational services as needed. Show less

Oversee and managed the daily functions of the International and Domestic Equity Finance operations team.Developed and written International and Domestic daily procedures and supervisory reports for complete compliance for the firm.Performed sign off on our requirements and provided the necessary documents for our internal and external audits.Assisted our IT team in developing a macro upload which decreased the input time of our returns by several hours.Assisted… Show more Oversee and managed the daily functions of the International and Domestic Equity Finance operations team.Developed and written International and Domestic daily procedures and supervisory reports for complete compliance for the firm.Performed sign off on our requirements and provided the necessary documents for our internal and external audits.Assisted our IT team in developing a macro upload which decreased the input time of our returns by several hours.Assisted our third party vendor (Sunguard) in developing the Delams process to automate our marks with inter-company clients.Assisted third party vendor (Sunguard) in the implementation and automations of Loanet rebate billing SPO process.Developed, trained and implemented the "follow the sun" model.Trained all staff on the Tri-party process using Bony access edge system.Assisted head traders and sales team with issues and ensured follow up with counter-parties.Assisted IT team in linking our internal system to our third party vendor (4sight) which eliminated new trade booking for operations saving hours of manual bookings.Performed all write-offs for the business.Able to performed all Domestic and International functions when needed for Equity Finance team. New trades, returns, contract compare, marks, stock record breaks, pre-pays, billing, corporate actions, balancing for the firm.Performed recalls and buy-in function for Equity Finance team.Acted as liaison between equities group; reconciliation and control; and financial reporting. Providing educational services on equity finance business as needed.Series 99 Show less

Assisted IT team in developing a macro program which facilitated in minimizing errors when processing DTC charges. This upload enhanced the departments time management by saving hours of manual work.Processed all mark to markets, pre-pays and returns for the International Securities Lending operations team.Reconciled all positions for Europe, Latin America, and the Pacific Rim; contract comparison, stock record discrepancies and fails.Assisted head traders and sales team… Show more Assisted IT team in developing a macro program which facilitated in minimizing errors when processing DTC charges. This upload enhanced the departments time management by saving hours of manual work.Processed all mark to markets, pre-pays and returns for the International Securities Lending operations team.Reconciled all positions for Europe, Latin America, and the Pacific Rim; contract comparison, stock record discrepancies and fails.Assisted head traders and sales team with issues and assured follow up with counterparties.Ensured the firm was balanced by close of business day.Provided International Securities Lending education and training services during our transition from onshore operations to offshore operations.After transition was complete managed the offshore team to ensure all processes were accurately completed. Show less

Processed mark to markets, pre-pays and settled returns.Reconciled positions for Europe, Latin America and the Pacific Rim.Followed up and cleared all fails within a timely manner ensuring limited exposure for the firm.Processed all DTC charges for International Securities Lending operation team.

United States

• Created upload system which automatically set up all cash and stock dividends for equities. • Reconciled all cash and stock dividends/interest payments/charges and stock splits versus Prime brokerage.• Provided traders with forecast reports for cash dividends to help project P&L

United States

Dealt directly with all Hedge Funds, Broker Dealers, and Financial Consultants in relation to locating Convertible Bonds and Equities. Liaised between Prime Broker and Hedge Funds in coordinating the Arranged Trading process. Managed the Cash Position, in conjunction with the Treasury Department, up to 500 million in cash; ensuring the financing of Salomon Smith Barney. Assisted in setting bank balances in order to receive hard to borrow stock allocations. Managed Non-Cash positions ensuring… Show more Dealt directly with all Hedge Funds, Broker Dealers, and Financial Consultants in relation to locating Convertible Bonds and Equities. Liaised between Prime Broker and Hedge Funds in coordinating the Arranged Trading process. Managed the Cash Position, in conjunction with the Treasury Department, up to 500 million in cash; ensuring the financing of Salomon Smith Barney. Assisted in setting bank balances in order to receive hard to borrow stock allocations. Managed Non-Cash positions ensuring full collateralization.• Negotiated Term Rates with lending banks to help secure profitability for the firm. • Converted old Auto Borrow/Loan system from Mainframe to Matrix, reducing errors and improved time management. Show less

Master Of Business Administration (M.B.A.), Finance And Financial Management Services, 3.95

Activities and Societies: Valedictorian Overseas Studies Program for International Business class: Spent 2-weeks (March 23 - April 2.

Bachelor Of Arts (Ba), Multi/Interdisciplinary Studies

Student speaker at main graduation where over 10,000 people attended. President of African American Group. Chairperson of our Annual.

Associate Of Science - As, Business Administration And Management, General