Josh Hansen Email & Phone Number

New York, NY, US

New York, United States

Data capture and analytics covering NFL, FBS and FCS clients.

New York, New York, United States

• Updated and optimized the oversight process covering Broadridge platforms and new account setups and amendments.
• Created a more efficient SSI database for existing and newly received instructions.
• Developed comprehensive SOPs for the oversight team providing a simplified training procedure for new hires and transparency for yearly audits.
• Performed daily oversight for all new account setups and amendments in Broadridge, LTID additions, option static data, client address changes and DVP statement opt outs.

New York, United States

• At client Citibank, New York, NY:
• Managed relationship between NAM Rates Traders and BA Team.
• Worked with NAM Traders to identify issues and improvements to be implemented within the new rates applications in order to provide a seamless transition to the new system.
• Worked with developers to outline process improvements in detail to ensure they could quickly and accurately complete the required updates.
• Tested implemented improvements and other issues identified by the trading team in order to identify key issues to bring to the development team.

New York

• Managed the risk assessment and remediation process for 1200+ Scotiabank NY contracts.
• Worked with the internal owners for each individual contract to determine the risk value associated with each unique agreement.
• Prepared concise, measurable and presentable material for their current FED audit surrounding our remediation process.
• Developed comprehensive tracking documentation for all contracts throughout the risk evaluation life cycle.

Greater New York City Area

• Managed the T+2 migration associated with SBL (Stock Borrow Loan) Settlements.
• Coordinated with all impacted groups, onshore and offshore, to ensure all system testing was completed successfully and all team members were trained and prepared before the designated go live.
• Learned the SBL Settlements process ad hoc to assist with team coverage gaps. Responsible for break and fails management, inter-entity cash movement to fulfil EOD holding requirements and performed return call backs.
• Constructed and presented business requirement documentation associated with an internal US Treasury Cross Boarder Booking Model.
• Worked in conjunction with client service, middle office, back office and technology teams to ensure client positionsand future trading would not be impacted by the new booking model.
• Currently working toward moving the CD Issuance process from one internal entity to another, building out new system flows from front office to back office, coordinating with third party vendors for builds and testing.

Greater New York City Area

• Advised on proper operational procedures and data accumulation/analysis.

San Francisco Bay Area

• Managed the international pre-matching and fails for all foreign assets executed with and away from Wells Fargo as part of the bank's introducing broker business (72 markets).
• Responsible for average price account reconciliation, FX transaction processing and any foreign market information queries or international trade related issues.
• Provided support to equities and fixed income Wells Fargo trading desks, Account Executive teams, Prime Brokerage clearing teams and assisted with ad-hoc client queries.
• Developed relationships with our custodians and various counterparties around the world.

Jacksonville, Florida/Birmingham, United Kingdom

• International Prime Brokerage Client Service (March 2013 to March 2014)
• Managed client’s operational trade issues arising from all international PB trading through the bank's US broker dealer.
• Responsible for the resolution of all client operational queries and issues as well as providing detailed customized daily reports for all failed and pending trades. Prime Brokerage, Trade Processing (March 2012 to.
• Exception-based processing and root-cause analysis, along with coverage of corporate actions, trade booking (over 1m/day) and static data maintenance.
• Responsible for maintaining Domestic and International domains and ensuring all US, International, Complex PB, and DMA trades are booked and settled properly to the House and Street sides.
• Oversaw and managed the nightly processes within the team as well as the pricing of all securities globally to ensure proper margining and P&L reporting. Equity Client Service, Cash Equities (March 2011 to March 2012).

Bachelor'S Degree, Finance

Activities and Societies: Sigma Alpha Epsilon, Scholarship ChairStudied abroad in the summer of 2006 at the American University in.

Bachelor'S Degree, History

Post Graduate Certificate, International Business