Julia Simmons Email and Phone Number
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Julia Simmons is a Principal Consultant at Capco, focused on project delivery across broad suite of financial services clients. Prior to joining Capco, Julia was Director of Account Management at Parity Energy, a joint brokerage-technology company specializing in electronic trading of commodity options. Her additional experience within commodity derivatives includes front office roles on the sales and trading desks of Mitsubishi Corporation and ABN Amro. Clients included major IDBs, market makers, hedge funds, and utilities, as well as third-party partnerships with energy exchanges and ISVs. Beyond commodity derivatives, Julia worked on operations projects within Bank of America's equity derivatives middle office, and began her career in wealth management at Citigroup Private Bank's London office. Julia holds a Bachelor of Arts from Washington University in St. Louis.
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Principal ConsultantCapco Oct 2018 - Present -
Senior ConsultantCapco Jan 2014 - Oct 2018Greater New York City AreaProven Project Manager and Business Analyst with delivery experience across the project lifecycle. Financial services projects have focused on regulation analysis, impact assessment and implementation; platform design, testing planning and implementation; and target operating model analysis and creation across suite of financial services clients (capital markets, wealth, retail) and the trade lifecycle. -
Director Of Account ManagementParity Energy May 2010 - Jan 2014New York, Ny-Managed relationships with 150+ institutional energy derivatives clients, including banks, funds, producers, consumers and utilities-Led presentations introducing prospective clients to the Parity Energy Platform, an electronic marketplace for crude oil and natural gas options trading; trained clients on how to use Platform tailored to company infrastructure, trade strategies and risk management-Increased brokered trade volume by implementing initiatives marketing the Platform (e.g., webinars and educational forums)-Realized Platform enhancements by eliciting client feedback, liaising with software engineers and helping with quality assurance testing-Instituted new brokerage relationships by identifying target clients and coordinating negotiation/execution of Platform user agreements
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Energy Derivatives Marketer / Contracts ManagerMitsubishi Corporation / Petro-Diamond Risk Management Ltd Aug 2008 - Dec 2009New York, Ny-Sales trading contributing to marketing revenues of $17M in financially settled natural gas, oil and refined products ($60M+ total revenues)-Liaised between clients and internal legal/credit departments to facilitate ISDA negotiation and new credit line approvals up to $20M-Assisted with new deal structuring by performing research and calculations on price ratios, correlations, and seasonality trends-Served as primary client contact for pricing inquiries and energy market information; provided daily trading views to clients-Expanded client base by identifying targets within niche market and introducing prospects to group's market making capabilities-Wrote weekly macroeconomic summaries for client circulation and daily energy market recap for internal Mitsubishi energy subsidiaries-Ad-hoc technical and fundamental analysis and operational assistance (e.g., VOCD and PnL calculation, trade booking)
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Officer, Equity Derivatives Middle OfficeBanc Of America Securities Sep 2006 - Aug 2008New York, Ny-Managed the group's treasury funding operations, ensuring success of payments and borrowing of daily loan to balance accounts while also allowing greater visibility into equity derivative departments' cash flows and funding requirements-Escalated failed payments from broker dealers to settlements group, resulting in over $300K in interest claim payments revenue where previously there had been no control in place-Ensured successful trade settlement through monitoring wire activity and by researching and resolving trade breaks as part of the Cash Reconciliation and Control Project, a high-profile initiative which received the business unit's annual recognition reward-Developed a model for weekly management reporting of reconciliation activity across both the New York and London desks -
Commodity Derivatives Analyst (Consultant)Abn Amro Jan 2006 - Sep 2006New York, Ny-Wrote weekly energy and base metal market updates for clients, including written market analysis and commodity price forecasting -Designed and consistently updated graphs of historical prices, forward curves, and inventory stockpile data for energy and metals-Exhibited Commodity Derivatives group's energy risk management strategies for future clients with detailed PowerPoint presentations-Calculated and informed potential customers of indicative energy and metals prices on a daily and ad-hoc basis-Reviewed and approved drafts of trade confirmations and mark-to-market reports-Linked independently designed trade log with business-wide trade databases, ensuring accurate reporting of marketing team revenues-Liaised with compliance department and back office to facilitate trading relationships with new counterparties -
Investment Finance Analyst (Internship)Citigroup Private Bank Sep 2004 - Sep 2005London, United Kingdom-Managed the Capital Contribution Loan Program: communicated expert knowledge of one of the Law Firm Group's principal credit offerings to target clients and guided the loan process between the business unit and firms participating in the Program-Underwrote, facilitated, and drafted legal documentation for over $9.2M in loan facilities-Structured financial product offerings collateralized by a range of assets, including real estate, bonds, and securities-Specified revenue opportunities via detailed analysis of target market's financials, leading to a 40% increase in new business prospects-Solely responsible for monthly financial reports detailing current and forecasted revenue numbers, ensuring data accuracy and integrity-Upheld the credit quality of the group's loan portfolio by conducting and submitting comprehensive reviews of clients' credit facilities to senior credit officers and risk management on a consistent monthly basis-Facilitated biweekly team meetings, directing informed discussions on business progression
Julia Simmons Skills
Julia Simmons Education Details
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Psychology
Frequently Asked Questions about Julia Simmons
What company does Julia Simmons work for?
Julia Simmons works for Capco
What is Julia Simmons's role at the current company?
Julia Simmons's current role is Principal Consultant at Capco.
What is Julia Simmons's email address?
Julia Simmons's email address is ju****@****ail.com
What schools did Julia Simmons attend?
Julia Simmons attended Washington University In St. Louis.
What skills is Julia Simmons known for?
Julia Simmons has skills like Writing, International Business, Refined Products, Booking Systems, Client Contact, Consulting, Market, Ice, Prospects, Payments, Infrastructure, Vendors.
Who are Julia Simmons's colleagues?
Julia Simmons's colleagues are Tanyapot Amorntawichakul, Leonardo Pinheiro, Thomas Stähli, Eric Holmquist, Mohit Bellani, Malena Serapião Da Silva, Leidi Montaño.
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