Nathaniel Lorence Email & Phone Number

New York, New York, United States

London, Gb

Zurich, Ch

- Project management for the implementation of Consolidated Audit Trail (CAT) regulatory reporting for both Wealth Management and Investment Bank business lines- Driving the development of business requirements for the CAT initiative which influence the technical design of the future state reporting architecture

London, Gb

- Aided a large global bank with separating it's retail and institutional broker-dealer businesses performing project management, migration planning, account mapping analysis, and testing strategy.- Created strategic deliverables, including identifying technology changes, pertaining to the migration plan of separating retail and institutional business for over 15 different products from a front office trade execution perspective for a large bank.- Headed the regulatory reporting analysis of 5 different reports from a front office perspective to determine the technology changes required to separate a bank's retail and institutional broker-dealer businesses.- Led the end to end testing of trade flow and technology changes for the retail fixed income business of a large global bank as a result of splitting out their retail and institutional broker-dealers

London, Gb

- Assisted a French bank with project management efforts regarding the implementation of an intermediate holding company (IHC).- Assisted with the development of test plans by creating over 5K unique scenarios across more than 15 products for a large global bank- Led the account mapping analysis for over 200K accounts of a large global bank to determine the ownership as well as target state destinations of each account.- Project managed 17 work streams to coordinate status, track progress, identify and escalate risks and issues throughout the life of the project. - Prepared various materials for executive committee meetings as well as coordinated meetings and status updates among the various subworkstreams

Paris, Fr

• Minimized operational risk by analyzing, amending, and assessing the risk of trades• Contact for booking Mexican and Chilean Peso trades as well as Total Return Swaps• Supported the Transversal Department with analyzing margins for trade clearing • Reported on Key Performance Indicators to show the productivity of the group

Pantin, Ile-De-France, Fr

• Dealt with multiple Hedge Fund Strategies (Equity Long Short, CTA, Distressed Debt)• Performed a daily analysis of the profitability of the positions and trades of hedge funds• Worked with the Operational Risk Manager to restructure and update procedures• Assisted the Project Management Office’s Business Analyst in executing UAT for the company’s software

Philadelphia, Pa, Us

• Created and maintained the company’s social media pages such as Facebook and Twitter• Coordinated marketing advertisements (instructional videos, photo shoot, brochures)• Calculated the taxes for products, helping the company make multi-million dollar deals• Helped the company achieve a 42% increase in international sales

Bachelor'S Degree, Finance, General

Education record

High School Diploma