John Stoehr, Erp Email & Phone Number

New York, Us

Zurich, Zurich, Ch

• Coordinated all aspects of fundings for externally managed private debt products (infrastructure loans, commercial mortgage loans and middle market loans) which included completing KYC checks for each deal, confirming settlement instructions, creating security master files, and instructing trade bookings• Led numerous automation efforts such as the optimization of external manager reporting, creating and ensuring the validity of an unfunded commitments dashboard, capital call workflow automation and introducing both PIK & Delayed Drawn Term Loan functionality into Swiss Re’s IBOR system• Served as the point of contact for various ad-hoc requests and projects including but not limited to internal and external audit compliance, creating slide decks for presentation to senior management and filling in gaps in the current data model

Zurich, Zurich, Ch

• Facilitated the OTC payments process by monitoring Murex, Aladdin and eFront platforms for USD trade related cash flows and settlements, capital calls, debt payments, new issuances and custody/ad-hoc fees

New York, Ny, Us

• Provided a full suite of middle office services spanning trade capture, break resolution and t+0 portfolio pricing for hedge funds with various strategies and SLA’s (high frequency, energy & physicals, global macro, long/short)• Reduced employee time spent, in some cases >75%, on daily tasks through automating trade capture issues/limitations, identifying and correcting trade break patterns, identifying bottlenecks, and creating workflows often utilizing in-depth excel functionality (advanced formulas, nested functions, pivot tables)

New York, Ny, Us

• Collected data from project sites for report submittal to New York State pertaining to energy efficiency compliance laws and regulations• Created templates and reports for clients to provide sample work• Formalized audit procedures and recommendations to maximize returns on investment in a clear and concise manner for review by building mangers

New York, Ny, Us

• Manage the manual confirmation process which includes contacting clients for outstanding confirmations, proactively monitoring workflows, and creating manual MT300 SWIFT confirmations to ensure the quick delivery of extremely time sensitive information• Create SWIFT templates and procedures to streamline the confirmations process after a recent software implementation• Serve as a point of contact for client inquiries including trade discrepancies, incoming or outgoing confirmations and other related inquiries

Garden City, Ny, Us

• Worked heavily with Microsoft Excel (Macros, Pivot Tables and basic VBA) to create and present reports concerning internal operations and sales• Regulated different accounts to ensure proper and timely product delivery• Forecasted future sales and potential issues to quickly reconcile any future product allocation problems

• Merged students work and conducted independent research to produce or significantly contribute to over 30 articles on Wikipedia pertaining to American economic history• Topics include banking systems, laws, and theses among others and all works can still be seen unaltered on Wikipedia today• Utilized HTML coding to ensure proper formatting of articles and worked extensively with Pivot Tables and macros in Excel

Quincy, Ma, Us

• Supervised a staff of 30 and wrote weekly departmental schedules• Balanced cash drawers and filed appropriate over/under reports daily and weekly• Arranged promotional events to raise more than $12,000 each year for the Sloan Kettering Cancer Center and other organizations, annually surpassing goals by 10%

Bachelor Of Arts (B.A.), Economics

Chemical Engineering