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Joe Rich Email & Phone Number

HSBC, New York at MarathonFoto
Location: New York, United States 9 work roles 3 schools
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Current company
Role
HSBC, New York
Location
New York, United States
Company size

Who is Joe Rich? Overview

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Quick answer

Joe Rich is listed as HSBC, New York at MarathonFoto, a with 103 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Joe Rich.

Joe Rich previously worked as Freelance Photographer at Marathonfoto and Data Management Program at Hsbc. Joe Rich holds Masters, Business Administration from City University Of New York-Baruch College - Zicklin School Of Business.

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Email format at MarathonFoto

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MarathonFoto

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Profile bio

About Joe Rich

Accomplished Business Data Analytics Professional with over 15 years of experience in data analysis, regulatory compliance, and business process optimization within the financial services industry. Expertise includes driving data-driven insights, ensuring data integrity, and enhancing business strategies through collaboration with cross-functional teams. Proficient in leveraging advanced analytics tools such as JIRA, Collibra, and Bloomberg to streamline operations, reduce risk, and improve operational efficiency. A strong communicator and leader, skilled in developing procedural documentation, training teams, and managing complex projects to meet audit and regulatory standards.Areas of ExpertiseAreas of ExpertiseData Analysis & Reporting | Regulatory Compliance (OCC, FATCA, MRA) | Data Remediation & Validation |Business Process Optimization | Cross-Functional Collaboration | JIRA Project Management | Data Mapping & Integration (Front and Back Office Systems) | Risk Management & Mitigation | Documentation & Audit Preparation | Margin Call & Collateral Management | Financial Systems (Bloomberg, Reuters, IBM Also) | Team Training & Development

Current workplace

Joe Rich's current company

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MarathonFoto
Marathonfoto
HSBC, New York
tallahassee, florida, united states
Employees
103
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9 roles

Joe Rich work experience

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Freelance Photographer

Current

New York City Metropolitan Area

Mar 2022 - Present

Data Management Program

Current

New York, New York, United States

- business analyst on long-term OCC MRA for data management compliance

Jul 2021 - Present

Fatca Team And Collateral Management / New York

Greater New York City Area

- Preparation of daily FATCA projection for potential withholdings under FATCA Chapters 3 and 4- Working with KYC, compliance and client relationship management to obtain proper documentation or apply appropriate exemption- Updating internal databases for client documentation- Collateral Manager for hedge fund clients and affiliate offices in Toronto and Mexico City- Ongoing documentation and proofreading of operations procedures in written form- Management of collateral and substitutions for firm's affiliate offices in Toronto and Mexico City- Special projects as needed

Jan 2015 - Jul 2021

Asst Vice President, Salomon Brothers

Bookrunner for Salomon Brothers institutional margining account. Responsibilities include daily Reg T funding of institutional trading book, margin reporting, quarterly audit and compliance, processing of payments to Citi Tokyo office, weekly reporting of stock record and ledger breaks, resolution of payment and funding disputes.

Apr 2013 - Dec 2014

Asst Vice President, Operations

New York Ny

Team lead for Citi Velocity online valuation portal. Responsibilities included daily interaction with clients for access and troubleshooting of valuation portal; password resets; onboarding new products; extensive interaction with IT and programming for website improvement; processing of quarter and year end audits.

Feb 2006 - Mar 2013

Operations Analyst

Stamford, Ct

Confirmations and settlements specialist for Swiss commodities dealer. Responsibilities included daily confirmation of oil and natural gas swaps, reconciliation and payment of 3rd party brokerage invoices, monthly settlement of oil and natural gas swaps and special projects as needed.

Jan 2003 - Feb 2006

Operations Analyst / Middle Office

New York City

French-speaking middle office bookrunner for junk bond, futures and listed equity portfolio. Duties included daily funding call with Paris home office, reconciliation and payment of 3rd party brokerage invoice and special projects as needed. Series 7 registration.

Feb 2000 - Oct 2002

Operations Specialist

New York, Ny

Operations specialist for Swiss investment bank. Responsibilities included daily confirmation of FX non-deliverable trading, settlement and confirmation of exotic FX options, reconciliation of 3rd party brokerage invoices and special projects as needed.

Aug 1997 - Feb 2000

Reconciliation Analyst

New York, Ny

Reconciled and paid 3rd party brokerage invoices for FX trading at Swiss investment bank.

Apr 1996 - Aug 1997
Team & coworkers

Colleagues at MarathonFoto

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3 education records

Joe Rich education

FAQ

Frequently asked questions about Joe Rich

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What company does Joe Rich work for?

Joe Rich works for MarathonFoto.

What is Joe Rich's role at MarathonFoto?

Joe Rich is listed as HSBC, New York at MarathonFoto.

Where is Joe Rich based?

Joe Rich is based in New York, United States while working with MarathonFoto.

What companies has Joe Rich worked for?

Joe Rich has worked for Marathonfoto, Hsbc, Citi, Glencore, and Société Générale.

Who are Joe Rich's colleagues at MarathonFoto?

Joe Rich's colleagues at MarathonFoto include Joe Rich, Kyle Dick, Tennille Cooper, Ryan Holland, and Stanley Ebuka.

How can I contact Joe Rich?

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What schools did Joe Rich attend?

Joe Rich holds Masters, Business Administration from City University Of New York-Baruch College - Zicklin School Of Business.

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