Sameer A. Email & Phone Number

Toronto, ON, CA

Toronto, Canada Area

• Managed and Implemented multiple projects
• Collaborated with senior management and functional managers to plan business and technology initiatives
• Used formal and informal networks to accomplish project objectives
• Established and managed costs, schedules, and performance of large, highly complex projects

Toronto, Canada Area

• Accountable for settlement of domestic and global securities in a timely and accurate manner
• Increased collateral trade entry process efficiency by eighty percent through the development of excel macros
• Provided coverage for Money Market and FX desk
• Overseeing corporate action research and processing

Toronto, Canada Area

• Maintained and managed valuations for over 200 portfolios with a total market value over 20 billion
• A thirty percent increase in quarterly valuation process efficiency created by developing macros/databases utilizing data from Bloomberg, Business Objects and PAM
• Developed a collateral management solution for 36 collateral accounts across 6 counterparties in a daily margining environment
• Managed, interpreted and evaluated corporate action/fixed income rating across all… Show more
• Managed, interpreted and evaluated corporate action/fixed income rating across all portfolios Show less

Toronto, Canada Area

• Managed an environment that encourages continuous growth and improvement for both the individual and the organization as a whole
• Ensured accuracy and timely execution of daily market valuations for over 1000 funds
• Developed and implemented a trade confirmation and tolerance verification process that reduced the required FTE (full-time equivalent) staff for the department by 2.4
• Ensured that procedures are up to date and adhere to the review and approval of portfolio market… Show more
• Ensured that procedures are up to date and adhere to the review and approval of portfolio market values, with a focus of reducing risk, manual inputs, and increased efficiencies
• Monitored and identified pricing issues involving valuation decision-making, including fair value situations Show less