Jordan Brain Email & Phone Number

Warsaw, PL

Warsaw, Mazowieckie, Poland

• Ensure successful team coverage by overseeing timely settlement delivery and client service targets
• Identify potential risks and continuously work to strengthen the framework by creating risk-based solutions and design measures to avoid or minimize their impact
• Advance business results through effective calculation, analysis and translation of data for the purposes of finding efficiency and improving client experience
• Enhance performance by organizing major meetings to improve… Show more
• Enhance performance by organizing major meetings to improve communication of crucial time-sensitive information and share objectives, results and strategies
• Bridge gap between various departments using technical and financial knowledge to work closely and effectively with Sales, Trading, Technology and Operations Show less

Salt Lake City, Utah, United States

• Settlements lead for product conversion to build the onshore entity México Casa de Bolsa. Build test cases with applicable use case scenarios and partner with equity technology stack to ensure completion
• Team Lead responsibilities such as new hire training, project management, daily approvals and escalations
• Continuously design initiatives to reevaluate risk awareness and management, boost morale and improve client deliverables
• Represented global settlements for two-month pilot… Show more
• Represented global settlements for two-month pilot program co-location strategy for Quant based hedge funds. Objective was to recognize suboptimal settlement channels, cultivate seamless client service and propose.

Salt Lake City, Utah, United States

• Partnered with various global teams to redesign clearing reconciliation front-to-back and risk model with STP matching rate improving to 60% and overall fail rate reduced by 20%
• Developed training sessions and workflow tools for team to increase productivity and prioritize client needs
• Daily oversight for team projects, client escalations, approvals and training

Salt Lake City, Utah, United States

• Manage OTC equity derivative trading risk, process settlement proceeds, and discrepancy resolution. Client coverage included four of the top 10 USD hedge funds, global broker/dealers and pension funds.
• Identify system inefficiencies to develop and implement non-technology dependent solutions
• Work with in-house technology to roll out global strategic initiatives to reduce settlement fail rate from 50% to 30%, beat email response SLA by one hour, target and migrate top 5 clients to… Show more
• Work with in-house technology to roll out global strategic initiatives to reduce settlement fail rate from 50% to 30%, beat email response SLA by one hour, target and migrate top 5 clients to more optimal settlement.

Evaluate and implement store operating standards, such as product flow, seasonal promotions and visual merchandisingCombined management effort to decrease shrink to 0.08% for 2009Improved store sales to over $3 million and ranked #1

Integrated "Tell, Show, Do, Coach" as employee training and recruited three employees to management positionsReduced shrink to 1.8%, improved store sales to $3 million for 2008Consistently maintained P & L statements, labor and budget planners, "Closing The Gap" forecasting tool

Bachelors, Finance, Marketing

Activities and Societies: Phi Theta Kappa Honor Society

Associate Of Science, Business

Activities and Societies: Phi Theta Kappa Honor Society Dean's List member 2003-2004 Dean's List member 2004-2005