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Robert Szabo is listed as Client Onboarding Manager for China Stock Connect Business at Bank of America Merrill Lynch, a with 23988 employees, based in Singapore. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for Robert Szabo.
Robert Szabo previously worked as P&L Business Control - Risk P&L Equity Derivatives/Trade Support/HK Equity Opeations at Bank Of America Merrill Lynch and Finance Business Partner/Financial Planning Analyst at Lloyds Tsb Uk Wealth Division. Robert Szabo holds Bachelor, Business Enterprises, Good from Budapest Business School Of Accountancy And Finance.
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I am a financial analyst with over 18 years of working experience in Finance, Middle Office and Operations including 15 years in Banking & Financial Services and 3 years in various industries such as Blue Chip, Oil and Gas, etc. I have been residing in Singapore after obtaining wealth of experience mainly from large organisations in London.I have breadth of knowledge across private and investment banking, wealth management from Finance through Middle Office & Operations areas including Product knowledge of Equity Derivatives, Listed Options/Futures, Convertible Bonds, Stock Loan, ETFs, ADRs and Conversions products.I have a mixture of strong MI Analyst/Financial Planning & Analysis and P&L Control expericence within the Middle Office/Operations space. I worked as a Finance Business Partner in the Wealth Management industry where I have acquired a wealth of technical systems/finance expertise across a range of demanding roles. I have a solid educational foundation and huge passion for innovation, technology & business. Some carrier highlights:★ In 2004: After Graduation and Successful completion of my Thesis in Intercompany Accounting at Global Enterprises I joined the Financial Accounting Team at ExxonMobil Oil and Gas company. I was responsible for financial accounting / intercompany activities of several Shipping and Entities in the EMEA /Benelux region using SAP R3 system.★ In 2005: I relocated to London, where I spent almost 3 years in different contracts as a consultant including Transportation, Blue Chip industries focusing on expanding my SAP R3 system knowledge throughout different functions; Cost Accounting, Budgeting, etc. ★ In 2008: I joined the Financial Services/Investment Banking Industry where I utilized my SAP R3 system experience I gained throughout my previous years. Roles including Cost Recovery Analyst, Legal COO Financial Analyst for Change Management, Finance Business partnering/Planning.★ In 2013: I joined BAML in Singapore.
Listed skills include Budgets, Analysis, Banking, Competitive Analysis, and 23 others.
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A career timeline built from the work history available for this profile.
Singapore
Client Onboarding Manager, End to End Coordination of China Stock Connect Business, liaising with Asset Managers/Invesment Management Firms and Equity Funds to facilitate their on-boarding process to China Market.
Singapore
Currently responsible for Client Onboarding for China Stock Connect Business for Investment Managers/Asset Managers/Equity Funds.Accumulated 7.5 years experience across multiple areas within the Front to Back Middle Office Processes from Risk P&L duties through Leading the migration for EMEA Reconciliation Function from Singapore To India, gained broad experience in Trade Support function for Equity Derivatives working closely with multiple Emerging Markets Desks including Australia and New Zealand, Agency Business, including Stock Loan and ETF/ADR product exposure at the Operational end.
London Area, United Kingdom
Provided financial support to Lloyds Private Banking channel for all aspects of their business including the International Private Banking for the High Net Worth (Mayfair) business area.Assisted with competitor analysis, product profitability reviews, ratio analysis, ROI analysis.Undertaken the production of the month end P&L costs, income and KPIs. Analysed material variances against budget & forecast.Consoldation of monthly P&L and Balance sheets and KPIs of Lloyds UK Private Banking, Lloyds Wealth Management, BOS Private Banking, Client Services and Shared Operations including monthly balance scorecard and financial performance overview.Worked closely with the Planning and Forecasting team, Central Management Reporting Teams, also with stakeholders in the business in order to improve the quality of our financial data and making improvements to the efficiency and effectiveness of the team.Prepared the Medium Term Plan (5-year) analysis and presentations for stakeholders such as the Financial Director and Business Channel Directors.
London Area, United Kingdom
Analysed cost processes within the Legal function, Implementing regular reporting, increasing efficiency and transparency for legal MI data and ensuring compliance.Worked closely with Legal and Front office Business managers to ensure that governance and deliverables are clear to facilitate improved P2P processAnalysed and reviewed accrual processes for Global Legal function, creating proposal for a more frequent and efficient system , also created monthly regional dashboards with main KPIs to highlight improvements/weaknesses for the management
London Area, United Kingdom
Interpreted legal agreements, liaised with Banking teams, Strategic and Corporate Planning and Budget and other areas within Controller’s on policy issues and interpretation related to Banking Cost Recovery.Participated in the completion of month-end Accounts Control procedures as directed: calculated and posted accruals, prepayments, Intra-company reconciliations Monitored Nostro Bank system for any received/outgoing payments, cleared outstanding items accordingly with providing information to the businessParticipated in the preparation of the UK VAT, Insurance Premium Tax (IPT), Airport Duty Tax (APD) and Subleasing Tax returns
Surrey Weybridge
London Area, United Kingdom
Other employees you can reach at bofaml.com. View company contacts for 23988 employees →
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Deepesh Jain
Colleague at Bank Of America Merrill LynchDelhi, India
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Malavika Unnikrishnan
Colleague at Bank Of America Merrill LynchSingapore
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Alberto Rodriguez
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Lavon Davis
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Benjamin Cheong
Colleague at Bank Of America Merrill LynchSingapore
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Adrian Ho
Colleague at Bank Of America Merrill LynchPetaling Jaya, Selangor, Malaysia
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Balaji Rajendra Babu
Colleague at Bank Of America Merrill LynchToronto, Ontario, Canada
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Grant Van Winkle
Colleague at Bank Of America Merrill LynchColumbus, Ohio, United States
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Ganesh Taduri
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Majoring in Accounting and Finance
Currently Studying
Quick answers generated from the profile data available on this page.
Robert Szabo works for Bank of America Merrill Lynch.
Robert Szabo is listed as Client Onboarding Manager for China Stock Connect Business at Bank of America Merrill Lynch.
AeroLeads has found 1 work email signal at @baml.com for Robert Szabo at Bank of America Merrill Lynch.
Robert Szabo is based in Singapore while working with Bank of America Merrill Lynch.
Robert Szabo has worked for Bank Of America Merrill Lynch, Lloyds Tsb Uk Wealth Division, Barclays Capital, European Bank For Reconstruction And Development, and Sony United Kingdom.
Robert Szabo's colleagues at Bank of America Merrill Lynch include Jose Ignacio Valencia Oseguera, Deepesh Jain, Malavika Unnikrishnan, Alberto Rodriguez, and Lavon Davis.
You can use AeroLeads to view verified contact signals for Robert Szabo at Bank of America Merrill Lynch, including work email, phone, and LinkedIn data when available.
Robert Szabo holds Bachelor, Business Enterprises, Good from Budapest Business School Of Accountancy And Finance.
Robert Szabo is listed with skills including Budgets, Analysis, Banking, Competitive Analysis, Accounts Payable, Account Reconciliation, Financial Analysis, and Finance.
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