Simon P. Email & Phone Number

Orlando, Florida, United States

Securities Lending

Jacksonville, Florida

• Senior Trade Support for the Securities Lending desk. Performed on a team of 4 that oversaw all Domestic and International trades for the Americas and UK executed by Securities Lending Desk. Subject-matter expert (SME).
• Onboarded and managed Static Data of Domestic Accounts onto trading platform.
• Troubleshot system redundancies and provided cost-saving alternatives.
• Collaborated with business IT in testing new Direct Borrow stock loan initiative that saved over $3M in vendor fees each year.

Jacksonville, Florida Area

• Collaborated with team of 4 that processed, reconciled, and supported all Domestic Corporate Actions for the Americas.
• Assisted Business Analysts with process knowledge and UAT Testing to help standardize PB dividends process, which eliminated hours spent on reconciliation process.
• Managed relationships between onshore / offshore teams and Client Reps by providing system functions and support to exceed client expectations.
• Assisted with planning team meetings, new hire interviews, and generating KPIs to Supervisor.

Jacksonville, Florida

• Hired to newly assembled team to provide client support and Corporate Actions (CA) services for all Domestic clients. SME overseeing 3 offshore teams. (Voluntary/Mandatory/Dividends)
• Worked with End User Data Applications (EUDA) to produce Excel macro used to reduce Corporate Action reconciliation time by 50%.
• Involved in standardizing, automating, and offshoring group functions to India.

Jacksonville, Florida Area

• Summer Intern recruited to perform on team of 5 that processed asset transfers for retail clients. Primarily responsible for client accounts $100K or less.
• Liaised between Client Advisors and Clearing Firms regularly to ensure all client assets fully transferred in a timely manner.
• Completed day-to-day responsibilities and took the initiative to shadow and cross-train with coworkers.
• Established positive rapport with coworkers, Team Manager, and department Supervisor during and after internship.