John Malick Email & Phone Number

Philadelphia, PA, US

Berwyn, PA

Berwyn, PA

• The primary role of the Trade Error Analyst is to manage and analyze trading activity and recommend necessary action to make client account’s whole.
• Review account trade activity per portfolio models to identify incorrect or missing transactions due to the root cause of a Trade Error.
• Perform price comparison trade analysis.
• Submit corrective action to various custodians and perform follow-up.
• Problem solve using standard procedures and precedents.
• Deliver quality service and problem solving skills to clients and communicate complicated concepts in a concise and articulate way

Plymouth Meeting, PA

• Coach and manage the Pricing Desk staff regarding efficiency, accuracy, and best practices.
• Coordinate the distribution of pricing related tasks to the team in a balanced and efficient manner.
• Collaborate with internal and external clients on all pricing related matters. Remediate escalations from the field regarding pricing related issues and discrepancies.
• Develop a formalized training plan for all new Pricing Analysts. Ensure that experienced analysts are re-trained as business needs change
• Communicate and internally promote pricing and policy changes to the field.
• Maintain internal pricing engines and execute margin and pricing changes.

Plymouth Meeting, PA

• Process new rate lock requests and pricing changes from LOS and portal software.
• Interact with internal and external clients on all pricing related matters.
• Enforce Lock Desk Policies and Procedures and recommend policy changes.
• Distribute, maintain and enhance rate sheets and external pricing in a timely and accurate manner. Create solutions for rectifying discrepancies.
• Monitor competitor pricing by channel and geographical area on a daily basis and develop analytical tools that optimize NPF’s position in the mortgage marketplace.
• Develop, design, and automate new reports to meet the needs of Capital Markets, senior management, and the production sales force on an as needed basis.

Berwyn, PA

• Liaised with subject matter experts within the Berwyn, London, Australia and India SSC offices for information gathering and documentation.
• Created work flow documents for designated business workflows.
• Identified and documented with the subject matter experts recommendations for process efficiencies, areas of improvement, and automation opportunities.
• Handled and resolved issues involving all documentation (e.g. Asset Servicing, Trade Operations, Client Reporting, Fee Billing).
• Communicated effectively to subject matter experts and designated SSC management and ensured timely completion.

Narberth, PA

King Of Prussia, PA

Finance Major, Business Analytics Minor

Activities and Societies: Bigs and Littles, Habitat for Humanity, Special Olympics

Education record

Activities and Societies: Basketball, Track and Field, Football