Responsible for the efficient execution of over $250b worth of foreign exchange related trades annually, including both deliverable and non-deliverable currencies. Transactions executed include spots, forwards, swaps, and option trades in G10 and emerging markets.

- Interact closely with portfolio managers and traders to ensure timely and accurate execution of investment strategies across client portfolios- Determine effective implementation of strategies across various portfolio mandates with different constraints- Rebalance portfolios in response to cash flows, benchmark changes, market price movements and changes in client guidelines- Monitor positions relative to client guidelines and ensure they are in compliance with guidelines- Interact with portfolio managers and operations groups in order to improve processes and minimize risks to the firm and client accounts- Respond accurately, succinctly, and timely to client service requests for updates on positioning, account activity, or any other requests received

• Resolved issues with broker dealers, custodians, portfolio managers, throughout settlement process to ensure accurate and timely trade settlement• Gained an understanding of the trading process associated with trading all types of fixed income securities, Treasuries, Municipals, asset-backed, corporate, yankee bonds, euroclear, etc.• Led a concerted effort to improve firm’s affirmation rate to 90% of executed trades, up from 60% in early 2008• Analyzed efficiency of our broker dealer relationships by analyzing affirmation rates, fail rates, avg. fail days, etc.

• Completed projects for senior management, community organizations, and all departments within the bank• Implemented a bank-wide environmentally-friendly and GLBA compliant document destruction system• Developed an extensive profitability analysis and presented results to Executive Management Board Committee• Gained an understanding of net-interest margins, asset-liability risks, de novo branch expansion, credit analysis, commercial lending, mortgage lending, and all aspects of operating a $1 billion bank by continually rotating through departments in the bank while working with the senior management team on several high impact projects• Completed buy-side fixed income analysis for bank’s $130MM fixed income portfolio as well as client portfolios• Executed mutual fund trades, fixed income trades, and equity trades for clients accounts• Communicated quarterly mutual fund manager updates to Chief Investment Officer by analyzing attribution, holdings, sector and region weightings, as well as conducting conferences with investment teams of the funds• Updated the team on mutual fund news, economic and market updates, and performance of clients portfolios

• Calculated and reported earned value information to management on a weekly basis• Assembled weekly program management presentations and binders with earned value information for multiple integrated product teams• Created shipping database of deliverables for Joint Strike Fighter systems development and design contract