Kristen Capasso Email & Phone Number

United States

New York, Ny, Us

Middle Office Client Implementation• Worked with business and client partners to clearly define business and functional requirements to support the design and delivery of solutions that are part of broader global outsourcing implementations.• Managed multiple workstreams simultaneously, keeping track of open items, risks and cross-functional needs as well as ensuring projects stay on track to meet program deadlines.• Collaborated with technology, product and operations to ensure product user stories were properly captured, timelines were appropriate; builds were completed, tested and ready for target delivery.• Completed analysis on changing the timeline of product deliverables in an effort to meet contractual dates despite delays in the overall project. Presented findings, focusing on risks and costs to joint steering committee.• Lead cross-functional meetings to determine strategic technology improvements that would increase Bank of New York Mellon’s product offering.

Boston, Massachusetts, Us

Client Service Model:• Responsible for the design and development of the client service model used by trade assistant teams worldwide. • Data analysis on trade volumes and confirmation statistics allows division to cut operational risk in addition to providing trading with information to present operations department as differential incentive• Assists trading in bringing in new business, identifying potential business opportunities, attending client meetings and developing a confirmation strategy to meet the client’s needs.• Created format and automated presentation creation providing team with more time to research the client and conduct trade analysisFrontier Markets/Restricted Currencies: • Designed project plan for Frontier Markets initiative, working with a global team to on-board additional currencies for trading. Manage project from SSGM prospective, ensuring expectations are set, deadlines are met and proper documentation is kept• Establishing relationships with new Sub-Custodians, acting as point of contact to ensure all deliverables are produced and settlement restrictions are established•Created a Restricted Markets Currency Guide which provides details on currency restrictions and requirements, the on-boarding process and associated process flows for the restricted markets currencies. •Overhauled the scarcely used Emerging Markets Sharepoint site to ensure that all information pertaining to Restricted Currencies was readily available to internal teams globally. •Collaborated with team in Seoul Korea to develop and streamline the process for on-boarding clients to be able to execute direct deliverable Korean Won.

Boston, Massachusetts, Us

•Develop and maintain client relationships from an operational perspective and provide support to both internal and external clients in the resolution of queries relating to foreign exchange trading.•Manage non-trading activities, such as processing net present values, canceling and rebooking of trades, non-deliverable forward fixings, publishing rates and reporting functions.•Execute special projects designed to decrease potential risk to bank and defined routing tables that illustrate the flow of trades by currency pair to eliminate confusion of position impact.

Boston, Massachusetts, Us

• Assisted in the confirmation process of foreign exchange transactions ensuring correct trade details and settlement instructions. This close attention to detail ensured trades were executed correctly to minimize risk to the bank. • Communicated efficiently and effectively to resolve issues with clients, traders and within the operations groups. Resulting increased communication across the department allowed for issues to be resolved in a timely manner and increased awareness of potential problems.

Mba, Marketing, Strategy Analysis

Bachlors, Finance