Jonathan Woo Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Zurich, Ch

Paris, Fr

• Assisted in automating our trade processes with our DevOps department.• Update, analyze, and report daily, weekly, and monthly time options and drawdowns report for upper management.• Analyzes newly and amended interest rate swap trades on internal systems.• Liaise with Front Office and other areas of support to resolve operational and booking issues.• Maintenance and reporting of credit dashboards for multiple warehouses such as CLO and Portfolio Financing.

London, Gb

• Ensured programs and services were delivered in a coordinated and timely manner to realize revenue and ensure credit risk recommendations while ensuring KYC requirements. Provided documentation and evidence to ensure AML/KYC requirements for suppliers and buyers in our payment agency trade finance program were fulfilled.• Responsible for managing supply chain programs with an average facility size of $50 million along with operations process.• Developed and manage different databases via Excel in order to create better reports based on supplier feedback, which allowed us to implement new policies and thus create better process flow, which decreased errors by 25%.• Created monthly turnover and outstanding reports for senior management for analytics purposes.• Managed projects in other product lines in order to ensure OCC regulations were met for trade settlements.• Created and maintains required documentation/manuals to work towards standardizing implementation processes.• Created analysis reports to see potential revenue generation for a client via Salesforce.

New York, New York, Us

New York, Ny, Us

• Executed due diligence when underwriting securities-based loans during loan origination and booking to ensure clients’ eligibility and compliance with corporate and risk policies.• Ensured AML and CDD regulatory requirements were fulfilled via compilation of documentation and evidence.• Analyzed client's pledged collateral accounts for financial risk, including short-side derivative exposure, unsettled trades, and margin debit balances subject to rehypothecation.• Served as a liaison between Morgan Stanley and its entities and offer direct support to the firm's financial advisors, private bankers, and branch contacts.• Generated new ideas and implement changes into firm systems and databases (mainly on Microsoft Access) to increase efficiencies and decrease errors.

Jerrsey City, Nj, Us

My responsibilities included monitoring and troubleshooting issues in CISCO virtual private networks (VPN) to ensure the networks were secure for SumRidge sites; created web pages using Java, SQL, and JavaScript that allowed the network to access multiple databases and manipulate data; sorted and consolidated all existing databases and created new databases using SQL and Java; assisted core team with other projects, such as creation of a mobile app – a Facebook like app for businessmen.