Melissa Bader

Melissa Bader Email and Phone Number

Corporate Treasury and CIO Middle Office Trade Support Reference Data Associate @ JPMorgan Chase & Co.
Bear, DE, US
Melissa Bader's Location
Bear, Delaware, United States, United States
Melissa Bader's Contact Details

Melissa Bader work email

Melissa Bader personal email

n/a
About Melissa Bader

I am a seasoned financial service professional with experience at a global investment management company in the financial services sector. Recognized for demonstrating a natural aptitude for ever-evolving, complex financial transactions, as well as for operations procedures and experience in communication across front office traders and back-office teams to bolster working collaboration, I provide high quality service to maximize client satisfaction. Professional focal points include a granular comprehension of the finance industry, investment analysis, risk and resolution, reference data systems, account evaluation, business drivers and support requirements, and trade system tracking. Delivering superior administration on the latter areas of expertise requires utilization of effective communication and collaborative skills, as well as business acumen, systems analysis, and project management to support efficiency and maximum returns. Currently, I am the Middle Office Trade Support Reference Data Associate with JP Morgan Chase & Co. Under my purview, I partner with Portfolio Managers to fully grasp and pinpoint business drivers and support requirements, as well as colleagues within settlement, financial control, market risk, interest rate risk, liquidity risk, and technology. I also affirm reference data processes operate with precision to quickly underscore potential issues in the lifecycle management of positions. In addition, I liaise with senior leadership, to ensure the company’s risk management support structure is driving the business forward with minimal expenditures.Colleagues describe me as a progressive, driven, down-to-earth, financial and operations expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.I am pursuing new opportunities and can be reached through this profile, or by phone at: 302-388-0650

Melissa Bader's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

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Corporate Treasury and CIO Middle Office Trade Support Reference Data Associate
Bear, DE, US
Employees:
213060
Melissa Bader Work Experience Details
  • Jpmorgan Chase & Co.
    Corporate Treasury And Cio Middle Office Trade Support Reference Data Associate
    Jpmorgan Chase & Co.
    Bear, De, Us
  • Jpmorgan Chase & Co.
    Reg W & Legal Entity Structure Controller Associate
    Jpmorgan Chase & Co. Sep 2023 - Present
    New York, Ny, Us
    • Provide oversight across AWM globally to ensure requirements are met for Reg W Sections 23A and 23B of the Federal Reserve Act• Support the evaluation and ongoing management of the firm’s legal entity structure, strategic plan and reporting to the FR Y-6 and FR Y-10• Lead Reg W/LES working group and present program results/metrics to stakeholders/senior management• Ensure conformity with applicable regulatory guidance and firmwide policies/standards and maintain AWM procedures to support requirements• Manage strategic initiatives around automation and identity areas for process improvement• Interact with internal/external auditors, Regulators, Compliance for exams/reviews, by responding to inquiries and/or providing requested supporting information• Training and coaching junior members of the team.
  • Jpmorgan Chase & Co.
    Corporate Treasury & Cio Middle Office Trade Support Reference Data Associate
    Jpmorgan Chase & Co. Feb 2021 - Sep 2023
    New York, Ny, Us
    ● Work closely with Portfolio Managers and settlements teams to fully understand business drivers and support requirements, as well as colleagues within settlement, financial control, market risk, interest rate risk, liquidity risk, and technology. ● Ensure reference data processes operate effectively to quickly highlight potential issues in the lifecycle management of positions. ● Address issues as they arose as a matter of urgency. ● Escalate issues as necessary and distill key messages for management consumption.● Perform extensive review of the existing SOPs and executed formalizing new and improved to ensure compliance against policies, procedures and regulations.● Work actively with the funding front office from a reference data standpoint to ensure critical collateral movements and funding flows were successfully settled and represented in the Firm’s risk systems.● Develop and maintain key metrics to indicate authorized products and instruments for the automated blotter.● Prepare ad hoc analyses to provide historical context, support business arguments, and/or ensure accuracy of results.● Identify opportunities and drive the development of technology to support business flows.● Generate test cases and executed user acceptance testing to ensure new technology delivers and functions as expected.● Train new hires on all reference data related set ups in systems including CIO Web and OPICS.● Extensive reference data knowledge in the following systems: GIM, IMPACT, CIO WEB/SECURITY MASTER, ANVIL ARTS, ATRIUM/NEMO, IMS, FIISCO.
  • Jpmorgan Chase & Co.
    Corporate Treasury & Cio Middle Office Trade Support Reference Data Analyst
    Jpmorgan Chase & Co. Mar 2020 - Feb 2021
    New York, Ny, Us
    ● Work closely with Portfolio Managers and settlements teams to fully understand business drivers and support requirements, as well as colleagues within settlement, financial control, market risk, interest rate risk, liquidity risk, and technology. ● Ensure reference data processes operate effectively to quickly highlight potential issues in the lifecycle management of positions. ● Address issues as they arose as a matter of urgency. ● Escalate issues as necessary and distill key messages for management consumption.● Perform extensive review of the existing SOPs and executed formalizing new and improved to ensure compliance against policies, procedures and regulations.● Work actively with the funding front office from a reference data standpoint to ensure critical collateral movements and funding flows were successfully settled and represented in the Firm’s risk systems.● Develop and maintain key metrics to indicate authorized products and instruments for the automated blotter.● Prepare ad hoc analyses to provide historical context, support business arguments, and/or ensure accuracy of results.● Identify opportunities and drive the development of technology to support business flows.● Generate test cases and executed user acceptance testing to ensure new technology delivers and functions as expected.● Train new hires on all reference data related set ups in systems including CIO Web and OPICS.● Extensive reference data knowledge in the following systems: GIM, IMPACT, CIO WEB/SECURITY MASTER, ANVIL ARTS, ATRIUM/NEMO, IMS, FIISCO.
  • Jpmorgan Chase & Co.
    Corporate Treasury & Cio – Reference Data/Resiliency Analyst
    Jpmorgan Chase & Co. Apr 2019 - Mar 2020
    New York, Ny, Us
    Responsible for the input and control of reference data into TCIO’s main operating system, Opics along with other necessary business applications. Update and review SOPs, issue logs, and project tracker data in a timely manner. Facilitate accurate and timely reporting of key metrics presented on a weekly basis to senior management. Prepare and submit ad hoc reports as it relates to resiliency queries and processes. Supports the overall Global Resiliency Coordinator and must be prepared to support any events that cause disruption to the business.Selected Highlights• Analyzed and interpreted daily treasury account balances and work with Cash Management in order to investigate root causes of long and short balances.• Prepared and reviewed global metrics and analysis weekly with upper management and staff across multiple regions. • On boarded, implemented, and maintained new and existing customer setups covering non-super branch, super branch and external customers via company’s reference data system.• Effectively maintained reference data based on client-initiated changes from middle office, trade support and settlement desks.• Shows a willingness to learn new skills, techniques and methods and share best ideas, best practice techniques and new ways of doing things.
  • Jpmorgan Chase & Co.
    Investment Data Operations Specialist
    Jpmorgan Chase & Co. Apr 2016 - Apr 2019
    New York, Ny, Us
    Provide investment analysis and support for company’s various business partners and clients. Review and compare investment data from multiple systems. Updated and review SOPs, issue logs, and project tracker data in a timely manner. Prepare and submit ad hoc reports covering current investment positions. Research the relative quality of various investment securities in a given industry.Selected Highlights• Developed, implemented, and evaluated new financial instruments covering various equities, fixed income and equity derivative products via company’s reference data system.• Successfully adjusted asset values for investments based on internal client-initiated changes from company’s middle office, trade support and settlement desks.• Updated, modified and maintained investment securities requiring coupon, rate fixing and/or factor updates from vendor sources.• Planned, coordinated and prioritized global projects and team resources to cleanup / analyze data, develop analysis to improve business processes and reporting metrics to track and manage investment performance. • Prepared and presented global metrics and analysis to report investment performance to management team and staff across multiple regions. • Analyzed and interpreted financial statements and data to recommend investments to internal business partners and clients. • Maintained numerous databases to ensure management team and staff had access to current and accurate information regarding financial investments.
  • Walts Tavern
    Bartender
    Walts Tavern Oct 2015 - Apr 2016
  • Vfw Post 475
    Bartender
    Vfw Post 475 Oct 2015 - Apr 2016
  • Rehoboth Beach Country Club
    Waitress
    Rehoboth Beach Country Club Jun 2015 - Sep 2015
    • I waited tables part-time during the summer of 2015.• Worked as a team to provide the best experience to each and every member. • Provided members with high-class service while ensuring they felt just at home at the club.
  • Saketumi
    Waitress
    Saketumi May 2015 - Aug 2015
    • I waited tables full-time during the summer of 2015• Worked as a team with fellow employees to complete open and close side work. • Provided guests with excellent service and ensure they leave with a memorable experience.
  • Mikimoto'S Asian Grill And Sushi Bar
    Waitress
    Mikimoto'S Asian Grill And Sushi Bar Sep 2014 - May 2015
    • I waited tables part-time during school semesters.• Worked as a team with fellow employees to get opening, running, and closing side work completed.• Provided guests with excellent service and ensure they leave with a memorable experience.
  • Marriott Courtyard At The University Of Delaware
    Rotational Intern
    Marriott Courtyard At The University Of Delaware Sep 2014 - Dec 2014
  • Schaefer'S Canal House
    Waitress
    Schaefer'S Canal House Aug 2012 - Aug 2014
    • Waitressed tables four days a week during fall and spring semesters and full time in the summer.• Worked together with fellow employees to get opening and closing side work done.• Tried to make every guest’s experience feel like they were in Disney World.
  • Potsticker'S Asian Grille
    Hostess
    Potsticker'S Asian Grille Aug 2012 - May 2013
    • Welcomed guests and sat tables according to the server rotation.• Answered phone calls and took to-go orders.• Handled to-go transactions and was responsible for my drawer count at end of night.
  • Flaherty Family
    Nanny
    Flaherty Family May 2011 - Aug 2012
    • Provided day care for three children (3, 6, and 13) every weekday during summer.• Transported them after school during school year. • Prepared meals and tutored them with homework and studying.
  • Applebee'S
    Hostess And Waitress
    Applebee'S Jan 2011 - Feb 2012
    Pasadena, California, Us
    • Greeted customers entering and leaving the store and sat tables according to the server rotation. • Had knowledge of current sales and restaurant promotions.• Computed accurate sales prices for purchase transactions.
  • Grotto Pizza
    Hostess
    Grotto Pizza Jul 2009 - Sep 2010
    • Greeted customers entering and leaving the store as well as managing the seating of customers.• Interacted with customer’s at gelato stand providing them excellent service.• Worked as a team member and cleaned while providing guests with memorable experiences.

Melissa Bader Skills

Abc Certified Pos Proficient Microsoft Office Proficient Customer Service

Melissa Bader Education Details

  • University Of Delaware
    University Of Delaware
    And Institutional Management

Frequently Asked Questions about Melissa Bader

What company does Melissa Bader work for?

Melissa Bader works for Jpmorgan Chase & Co.

What is Melissa Bader's role at the current company?

Melissa Bader's current role is Corporate Treasury and CIO Middle Office Trade Support Reference Data Associate.

What is Melissa Bader's email address?

Melissa Bader's email address is me****@****ase.com

What schools did Melissa Bader attend?

Melissa Bader attended University Of Delaware.

What skills is Melissa Bader known for?

Melissa Bader has skills like Abc Certified, Pos Proficient, Microsoft Office Proficient, Customer Service.

Who are Melissa Bader's colleagues?

Melissa Bader's colleagues are Dein Rocamora, Michelle Rachow, David Ziegler, Clara Saint-Denis, Elke Tajchman-Baumer, Richa Agrawal, Teresa-- Work Price.

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