Peter Brzoza, Mba Email & Phone Number

Florida, United States

▪ Managing U.S. Operations team of seven, covering Fixed Income, Equity, FX, Futures, MoneyMarkets, Funds, and SWAPs.▪ Providing direct oversight and escalation with outsourced middle office service provider (State StreetIMS), ensuring smooth operations in trade confirmation and settlement, cash management,reconciliation, onboarding, corporate actions, and derivative management.▪ Collaborating daily with Fixed Income, Equity, and Multi-Asset Portfolio Managers and Traders,supporting key trading and investment activities.▪ Built strong working relationships across performance, risk, legal, technology, client service, onboarding,compliance, and fund accounting teams to facilitate seamless day-to-day investment operations.▪ Maintaining daily interactions with brokers, custodians, and fund accountants to streamlineprocesses and improve service delivery.▪ Driving process improvements, including the implementation of an STP future allocations process, automation of BBG MFTX for money markets and fund transfers, and automation of transfer agent directives. Additionally, tested, and integrated PineBridge SWAP book into BBG AIMincorporating State Street DHUB platform for derivative pass-through valuation.▪ Weekly reviews of operations ensuring consistent and efficient performance.▪ Conduct Annual Performance Reviews for all Analysts/Associates on the Team.

New York, New York

• Engaged in close working relationship with Front Office Credit, Emerging Market Debt and Derivative Traders and Portfolio Managers.• Trade Support; confirming Credit, Macro and EMD trades resolving discrepancies and providing allocations to brokers.• Derivatives Support; confirming and resolving clearing issues for all Derivative Products (CDS, IRS, ILS, Swaptions, Futures, Options).• Utilizing Bloomberg to resolve trade related discrepancies and queries (i.e. accrued interest, factor updates, future/option expiration etc.).• Daily reporting highlighting industry trends, competitor performance, asset allocation and country spread performance.• Utilizing JIRA system to track technology development progress as well as UAT testing for system updates and enhancements. • Attribution; Performing Risk analysis on Account performance vs. benchmark; identifying Basis Performance Point Outliers.• Position Limits reporting to Hang Seng indicating Futures volume utilization.• Daily Variation Margin on all Derivative Traded products; instructing cash movements.• Weekly technology meetings with Portfolio Managers and Traders to discuss ways of implementing process efficiencies.• New Derivative and Security Account Onboarding; setting up Clearing Brokers, Clearing Houses and Global and Domestic Market Settlement SSIs for New Accounts

Brooklyn, Ny

• Managed Tier 1 client relationship with New York State Common Retirement funds.• Key point person for escalations, supporting back and middle offices client queries and issues; trade capture, trade reconciliation, trade settlement for Fixed Income and Equity products, cash and asset reconciliation.• First point of contact for Investment Managers of the Direct Client Facing Business Model, establishing and fostering meaningful relationships with clients, service providers, investment managers, and brokers. • Team Lead of pension and Bank segment; first point of escalation for a team of 7, new hire training and individual development.• Oversee creation, implementation, and management of innovative operational procedures and business line plans, ensuring new processes meet short and long-term goals. Held weekly meetings to update management on project progress, fails, strategy development, and client satisfaction rating results. • Spearheaded development of an innovative cash management spread sheet analysis process in line with JP Morgan’s Fixed Income initiative. Also created and implemented a short term investment fund sweep procedure to reduce risk exposure.

Canary Wharf, London

• Engaged in close working relationship with traders, portfolio managers, custodians, and brokers. Worked with high attention to detail in a deadline-led environment whilst managing large number deliverables. Performed daily cash forecasting and reporting to the portfolio managers.• Trade Support; trade booking, trade capture, trade allocation, trade confirmation and trade reconciliation.• Key member in a Fund Connect project creating an innovative cash management method to eliminate the need for manual entry of data and faxing to agents/accounting departments, resulting in a savings of +1.5 hours in processing of liquidity deals with zero errors.• Spearheaded a risk management NAV reporting process, creating a report for price reconciliations for a variety of SSGA funds. Developed procedure for daily, weekly, and monthly reporting. Established a price break threshold across investment classes aligned more closely with money market securities. • Identified money market failures, alerting trading desk to discrepancies and providing research and resolution support to internal reconciliation teams.• Hired, trained, and mentored team members, monitoring custodian, broker, and trader performance utilizing issue logs and metrics. • Drove efficiency improvements, working in conjunction with operations management teams to develop and implement enhanced operating procedures.

Masters Of Business Administration, International Management

Bachelor Of Science (B.S.), Business Administration And Management, General