John Marculitis Email & Phone Number

Boston, Ma, Us

Manage 3 loan closing associates working to close and settle loan trades through Clearpar and Wall Street Office. Handle distressed, severely aged, complex corporate action, and special situation/seasoning trades. Escalate closing issues and trade discrepancies to High Income & Alternative trading desk.Work with front office Special Situations/Portfolio Services team on complex restructurings, corporate actions, and fund events. Escalation contact for loan servicing and cash/position reconciliation.Monitor direct lending/private credit funds trading broadly syndicated loans and report to Alternative Portfolio Services for cash management.Maintain relationship calls with sell-side loan closing teams of our top brokers and high volume loan agencies to ensure timely execution of Fidelity trades as well as loan administration escalations.

Boston, Ma, Us

Oversee all loan settlements and our loan closers. Main priority to decrease settlement times and close our aged trades. Lead Fidelity to #2 in settlement times across buy side asset managers for secondary par trades in 2023. Subject matter expert for Clearpar and our trade confirmation process for any escalated trades.Manage relationships with loan administrative agents and our top brokers through monthly calls to discuss top priority issues and performance. Main team contact to the High Income & Alternatives trading desk for trade support.Help oversee direct lending deal pipeline for BSL trades to ensure timely settlement and cash monitoring.Team escalation contact for complex term loan corporate action events, loan administration, and position/cash reconciliation.

Boston, Ma, Us

Provide oversight to all middle office Bank Debt daily operations including loan settlements, trade confirmation, direct lending/private credit closing, aged cash reconciliation, agent position reconciliation, loan administration, fund accounting deliverables, and CLO reporting requirements.Lead loan closing associates on complex settlement issues and implement new processes to decrease our settlements times. Escalate trade discrepancies to the trading desk as the primary contact for trade support. Manage monthly relationship meetings with the loan administrative agencies and our brokers. Discuss current trading issues as well as other escalated items.Operate the monthly tie-out process for multiple CLO’s to the trustee bank in order to issue investor monthly reporting and distribute waterfall payments. Consult with front office on reporting questions and concerns.Direct exposure to key relationships including the High Income & Alternatives trading desk, CLO front office, custodian banks, loan agents, Dublin based cash recon, corporate actions, and various internal fund accounting/pricing groups.

Boston, Ma, Us

I work as part of the Bank Debt - Trade Operations team within Fidelity Fund and Investment Operations - Global Middle Office. Experience working with Wall Street Office (WSO) for processing bank loan transactions and ClearPar for trade settlements. I am also part of our Xceptor working group to help update, identify, and properly label agent notices to help automate our processes.My role includes term loan closing/settlements, failed trade management, trade confirmation, cash and position reconciliation, aged cash breaks research, notice/administrator loan processing (interest, paydowns, piks, etc.), uploading NAV deliverables (accruals/DC), direct lending support, and a variety of other tasks.

Boston, Ma, Us

I supported two Vice President Financial Consultants manage their books of business in order to enhance the client experience and help them meet their financial goals.I did this by assisting the needs of clients within their established book with periodic account reviews/general service needs as the main point of contact to Fidelity. I primarily worked to identify opportunities from their existing books of clients by running targeted book scrubs for certain products/solutions that would improve the clients overall financial plan.I also spent my time conducting sales campaigns for existing Fidelity clients without a previous financial consultant relationship through cold calling efforts. I called upon warm leads referred to my consultants through our business partners as well to qualify and present opportunities to my consultants for new planning relationships.Excellence in Action Winner Q3 2020

Boston, Ma, Us

- Managed own book of business and pipeline of incoming flows through Salesforce CRM. Primarily focus efforts through inbound call sales as well as targeted outbound calling to generate leads and new funds to Fidelity. - Assisted clients with new account openings, transfer of assets into Fidelity, and rollovers. Direct point of contact throughout the sales/consolidation process and to help our clients invest properly.- Drove sales into managed portfolios for suitable clients while also qualifying and sending leads to local investor centers for in depth planning that fits the needs of our high net worth clients.- Offered investment guidance and planning up to $250k in assets through products such as single-fund or managed solutions.Excellence in Action Winner Q4 2019.Licensed Series 66 Investment Advisor Representative

Boston, Ma, Us

- Demonstrated customer service skills by assisting Personal Investing clients with mutual fund trading, investment product research, money movement solutions, account maintenance, and more.- Developed account and product knowledge of Fidelity’s offerings through inbound phone calls and in-depth investing questions/concerns.Excellence in Action Award Q4 2018Series 7 and 63 Registered Representative

Northbrook, Il, Us

- Generated new business leads to the agency through outbound calling prospects/current clients, inbound cross-selling, and emailing methods. - Performed daily research on market trends for financial representatives as well as processed client paperwork for new account openings/set up.- Calculated account receivables for insurance customers and followed up on collections to make sure payments were completed on time.Lastly, my position entails constant communication as I spoke with clients via inbound calls and emails regarding insurance, payments, and investments. My internship has helped me to improve my customer service and communication skills.

I worked with a selected group of 11 finance/accounting students at Saint Anselm College to develop a portfolio to safely invest a portion of the school's endowment.We utilized quantitative, qualitative, and fundamental analysis of Mid Cap and Large Cap companies to determine the optimal portfolio allocation on a risk-adjusted basis using both Bloomberg Software and Microsoft Excel. We directed and engaged in daily meetings to discuss current economic events/trends to properly analyze and predict the effects on the financial markets.I presented a stock pitch every week, either individually or in small groups, to help discuss each sector's potential and to determine investing ideas/strategies for our fund.

Auburn, New Hampshire, Us

At Freedom, I created and managed the Mini-Business Program to increase sales efficiency and to improve customer service in small business transactions.I also prospected and qualified new businesses and potential clients so I could pass on the leads to the sales team every week.My Microsoft Excel skills were also improved as I was tasked with performing ad-hoc data analysis on prospective customers to ensure their electricity needs were properly being taken care of and that we could continue to bring value to them. I also demonstrated skills in Salesforce and managing large datasets to analyze each current customer using Microsoft Excel functions such as VLOOKUP, “if/and”, and PivotTable.Lastly, I assisted the sales team with current market pricing, data research, document requests, and more for our electricity and natural gas customers.

Us

Bachelor’S Degree, Finance

Education record