Jonathan Jan

Jonathan Jan Email and Phone Number

Banking Professional @ Citi
new york, new york, united states
Jonathan Jan's Location
Queens County, New York, United States, United States
Jonathan Jan's Contact Details

Jonathan Jan personal email

n/a
About Jonathan Jan

Jonathan Jan is a Banking Professional at Citi. He possess expertise in equities, analysis, finance, management.

Jonathan Jan's Current Company Details
Citi

Citi

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Banking Professional
new york, new york, united states
Website:
citigroup.com
Employees:
201877
Jonathan Jan Work Experience Details
  • Citi
    Vice President Lead Solutions Analyst
    Citi Nov 2015 - Present
    New York
  • Bank Of America Merrill Lynch
    Assistant Vice President/Project Analyst
    Bank Of America Merrill Lynch Jan 2013 - Feb 2015
    Bank of America Merrill Lynch January 2008 – February 2015Assistant Vice President/Project Analyst (January 2013 – February 2015)-Project - Dodd Frank Trade Reconciliation• Managed the Credit, Equities, and Rates Reconciliation to maintain project time-lines to ensure quality for Dodd Frank regulations• Analyzed data for any discrepancies between our FO systems vs DTCC • Maintaining and reporting on project issues, risks, actions and dependencies• Help administer projects, change management and troubleshoot failing work streams. Define any process gaps where necessary• Tester for new system enhancements and build outs and providing sign-off. Develop test cases to be used. • Created and executed the plan for the transition to our offshore teamProject - Dodd Frank Timeliness Reporting• Created, automated, and produced daily reports for Sr. Management• Lead and facilitated weekly meetings with groups to discuss current status updates for resolution of failed submissions• Tester for new system enhancements and build outs and providing sign-off.
  • Bank Of America
    Assistant Vice President/Sr. Equity Derivatives Analyst
    Bank Of America Jan 2008 - Dec 2012
    Assistant Vice President/Sr. Equity Derivatives Analyst (January 2008 – December 2012)• Perform ongoing analysis of existing systems and functions to recommend enhancements and automation; identifying inefficiencies in our processes • Develop working plans, create BRD, collaborate with internal QA teams, communication to internal stakeholders • Coordinate meetings to track progress, project issues, and resolutions• Create time, cost, metrics for new initiatives, and report to Sr. management• Research and resolve discrepancies on distributed and failed cash flows and trade bookings by working with firm’s trade support, traders, and marketers• Prepare and distribute position reports as well as escalation contact for clients
  • Fxcm
    Trade Support, Foreign Exchange Trade Desk
    Fxcm Nov 2005 - Aug 2007
    Performed executions of 100M shares on Deutsche’s Autobahn, UBS FX Trader, and Currenex platformsMaintained and hedged various positions to reduce risk for firm Calculated and prepared daily P&L, volume, currency and roll-over interest rate reports Reconciled all FX trades for individual customers and institutional accountsDeveloped various valuation tables, financial models, and graphs to ensure accuracyTrained new dealers to monitor trades, run various internal reports, and completed orders Member of a 24 hour team that worked Asian and European shifts

Jonathan Jan Skills

Equities Analysis Finance Management

Frequently Asked Questions about Jonathan Jan

What company does Jonathan Jan work for?

Jonathan Jan works for Citi

What is Jonathan Jan's role at the current company?

Jonathan Jan's current role is Banking Professional.

What is Jonathan Jan's email address?

Jonathan Jan's email address is jo****@****iti.com

What skills is Jonathan Jan known for?

Jonathan Jan has skills like Equities, Analysis, Finance, Management.

Who are Jonathan Jan's colleagues?

Jonathan Jan's colleagues are Allen Rodríguez, Cfa, Emilia Wójcik, Lindsey Fox, Mothish Raj Selvaraj, Ernest Nario, Aideen O' Donovan, Debbie Devoogd Clark.

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