Mikey Ostendorf Email & Phone Number

Austin, TX, US

Austin, Texas, United States

Austin, Texas, United States

Baltimore, Maryland, United States

Baltimore, Maryland Area

• Trading Operations Analyst – Institutional Securities Group Product Operations
• Collaborating with global Technology, Legal, Sales, and Trading teams to introduce and enhance automated drafting processes to multiple Foreign Exchange (FX) product types.
• Piloting a cross-asset training program for sharing expertise in FX subject matter across regional teams while also undergoing training for Credit/Rates products and reporting requirements.
• Developing new documentation strategies to address client-specific requests & products.
• Representing the firm in ISDA sponsored FX working groups to further industry-level improvements to operational procedures, market definitions, and 3rd party platform efficiencies.

Baltimore, Maryland, United States

• Operations Associate, Contactor – FID Documentation
• Supported a fast-paced, post-trade operations team as a documentation drafter for FX products, with deliverables including confirmations, Master Agreements, and novation agreements.
• Transposed trade information from Sales and Trading desks, trade recaps, and asset-specific databases into templatized or bespoke FX confirmation agreements.
• Prepared end-of-day business segment reports meeting regulatory analytics, containing efficiency metrics, trade management across global regions, and confirmation process improvements.

Towson, Maryland, United States

• Built a working knowledge of ERISA and tax law concepts in order to meet daily expectations including legal research, case law review, and legal memo drafting.
• Collaborated with senior attorneys and staff to assist with client-facing projects and questions, ranging from FMLA-specific research to Merger&Acquisition preparations.
• Gained experience recognizing compliance-related issues within public and private employee benefits plans. Performed in-depth analyses of IRS/Depart of Labor regulation databases and policy material in order to.

Washington D.C. Metro Area

• Assisted a concentrated team of Financial Advisors specializing in high net worth clientele with client-facing tasks, administrative duties, and software management.
• Performed financial research related to investment and portfolio opportunities by delivering comparison reports compiled from financial databases.
• Monitored daily trade execution procedures, updated CRM software, and maintained client records for 150+ clients with over $400m in net assets.

Fulton, Maryland

• Brainstormed a new mechanism that would automate part of the production, improving quality control
• Aided lead engineers in background research and preparations for the installation of a laser cutter
• Preformed an in-depth analysis and documentation of alternative packaging methods, complete with a hypothesis, testing, and recorded results as they related to the state and working order of the printers

Hunt Valley, Maryland

• Worked as an analyst for partners in the firm, handling administrative maintenance and updating client’s portfolios
• Researched background data that applied to potential investments of the firm and money management of a client

Master Of Business Administration - Mba

Bachelor Of Business Administration - Bba, Finance, General

Activities and Societies: Circle K International, Order of Omega, Interfraternity Council (IFC), Delta Phi Fraternity