Patrick Merckx Email & Phone Number

Brussels, Be

Brussels

Improve the structures, processes, tooling and governance of various divisions within the various departments of the Euroclear Group, based on the Lean methodology.Optimize the efficiency and quality of the internal reporting processes.

Brussels Area, Belgium

Engagement Manager for Banking Middle Office transformation project.Conducted a client survey. Installed...daily white board meetings, a planning and capacity management tool. Defined roles and responsibilities for the team. Conducted a policy screening and gap analyses with the reports. Initiated the writing of an internal banking handbook with documentation on treasury products and policy limits.

Brussels Area, Belgium

Transfer the GCA FO to the Treasury DepartmentSupport the development of the GCA BOImprove the robustness of the GCA activity.Delivered : o an E2E review of the GCA processo a skill matrix for the GCA BOo an escalation processo an overview of the governanceo a definition of the roles and responsibilities.

Brussels Area, Belgium

Install and kick off GCA trading activity.Hire, train and coach GCA FO and BO desk operators.Enhance the people management skills. Organize and co operate with the BA to install the necessary soft and hardware to start this new activity.Be the SPOC within operations for all GCA related internal and external questions.Build a relationship with clients through client visits.Follow up on the major challenges and trends in the securities lending market

Brussels Area, Belgium

Define the role of the OMK officer.Train Collateral Account Managers and Triparty Operation people on market and product knowledge to enable better understanding of the Triparty Client requirements.Assist the Collateral Account Managers in contact with clients.Contribute to tailor made collateral management solutions in collaboration with product, legal and commercial.Keep an eye on the strategy and collateral management activities of the… Show more Define the role of the OMK officer.Train Collateral Account Managers and Triparty Operation people on market and product knowledge to enable better understanding of the Triparty Client requirements.Assist the Collateral Account Managers in contact with clients.Contribute to tailor made collateral management solutions in collaboration with product, legal and commercial.Keep an eye on the strategy and collateral management activities of the competition.Follow up on new regulations that are implemented by the Triparty clients and examine the new collateral eligibility requirements.Improve the quality of the data used in Triparty.Provide collateral management expertise to the other departments within Euroclear.Set up the data quality intervention team. Show less

Ensure business continuity for the Global Markets DepartmentManagement of broker costs Initiate projects with regard to the GMK businesses.Set up appropriate internal control processes.Mifid regulation implementation.Key organisational process developments and improvements.

Deal plain vanilla fixed income products, derivatives and ABS/MBS products to other Belgian Retail Banks, Private Bankers and Asset Managers.

Propriety and client driven trading in Credit Bonds and Covered BondsAnalyse positions and limits, hedge credit and market riskAchieve the P&L objectives

Broker orders in exchange traded Futures and Options for internal and external clients.Test front end systems and set up the necessary processes for payment and clearing of these products.

Act as coordination point between the financial markets and the local bond desks.Set up communication channels for all requiredinformation regarding sales strategy and sales opportunities.Provide training to the local investment specialists of the retail bank.Publish analyses of appropriate economic indicators to be used by the local retail bank investment specialists.

Relationship Manager for High Net Worth Individuals.Manage commercial investment targets of the local branches.Act as intermediary between the advisory or discretionary portfolio management clients and the portfolio managers.Guide more sophisticated investment clients in their choice of derivative products.Organise investment events.Build network of tax, legal and insurance specialists to accomodate the needs of the clients.

Certificate

Certificate

Lean Training

Prince2 Certificate

Education record

Swaps And Derivatives Certificate

Xetra Trader Certificate

Dtb Trader Certificate

Technical Analysis Certificate

General Certificate International Securities Markets

Certificate Investment Advisor

Bachelor

Professional Scrum Product Owner I

Professional Scrum Master I (Psm I) Certificate