Jason O'Connor Email & Phone Number

Baltimore, Maryland, US

CO, WY, ND, SD, NE, KS, OK, TX, MN, MO, AR, LA, MS

Baltimore, Maryland, US

IL, MN, WI, IA

Worldwide, OO

At Allianz Global Investors, we believe that it is critical to build trust with clients. As an Internal Investment Consultant with Allianz Global Investors, I work closely with an external partner to identify opportunities, drive business growth, and build and maintain mutually beneficial relationships with key clientele.Understand. Act. This two-word.

Toronto, Ontario, CA

Accepted an offer from Bank of Nova Scotia as a Manager to help roll out their product control function for their fixed income trading desk. Worked extensively with the trading desk building out a relationship between the two functions. Assisted senior manager in defining roles and responsibilities as well as implemented processes and procedures to.

Zurich, CH

Transitioned to trade support to draft business case for creating a trade support team for basis funding, structured repo, and rates total return swap (TRS) business. Migrated daily tasks from the trading desk to the middle office, created desktop procedures, a capacity model for fixed and variable tasks, along with a map and gap of control risks with.

Zurich, CH

Aggressively recruited by middle office management to create and manage a team of 3 sales support staff for the North American interest rates sales team. Built relationships with the sales desk, sales business management, middle office change the bank teams, as well as credit and emerging market sales support teams. Set Performance Management Measurement.

Zurich, CH

Transitioned from back office operations to business unit control with responsibilities for daily profit and loss reporting, month end close, P&L attribution, market commentary, and ran point for offshoring regional responsibilities across the Macro Interest Rate product control team. - Responsible for reporting of $18 Billion - $25 Billion in balance.

Zurich, CH

Promoted to Team Manager, rebuilt interest rate settlements team in 2007 due to turnover, by recruiting / training new hires. Set PMM objectives. Began off shoring process in late 2007, consolidating onshore team while creating an offshore team and maintaining responsibility for risk and key strategic client relationships. Promoted to Associate Director in.

Zurich, CH

Earned additional responsibilities within the OTC derivative settlements teams: supervising corporate client settlement staff of four, setting annual performance objectives, and conducting continuous reviews. Participated and owned settlement accounting risk reporting for entire Interest Rate OTC Derivative Settlements Team: presenting to front office and.

Zurich, CH

Built relationships with trading desk, business unit control, change the bank teams and operations management, and external clients’ back offices. Responsible for the settlement of fixed income derivatives for UBS corporate clients, ranging from interest rates, credit derivatives, and foreign exchange. - Built and maintained relationships with UBS.

US

Responsible for intra month project and cost accounting, month end close, and supervision of 3 accounts payable and receivable personnel. Maintained relationships between account staff and finance department. - Prepared financial reports, performed budget to actual variance analysis and presented findings to senior management. - Financial forecasting and.