•Lead a monthly Business Forum that consists of senior management across various lines of business to communicate any operational inefficiencies •Support the ongoing Liquidity Risk and Wholesale Credit reporting processes•Communicate data issues to internal and external stakeholders that may present significant downstream reporting impacts•Partner with lines of businesses globally to understand key products to assist with the creation of process efficiencies •Provide project… Show more •Lead a monthly Business Forum that consists of senior management across various lines of business to communicate any operational inefficiencies •Support the ongoing Liquidity Risk and Wholesale Credit reporting processes•Communicate data issues to internal and external stakeholders that may present significant downstream reporting impacts•Partner with lines of businesses globally to understand key products to assist with the creation of process efficiencies •Provide project management leadership for processes related to Wholesale Credit and Liquidity Risk Management•Analyze and identify quantitative and qualitative anomalies in financial data feeds, share observations with management, various lines of businesses, and consumers along with recommendations on how issues can be addressed •Facilitate change management projects, while participating in UAT and regression testing activities Show less

•Authorized collateral movement to ensure Morgan Stanley clients met trade deadlines for domestic and international currencies•Reported client trading accounts that were in deficit to senior management to comply with regulatory requirements •Collaborated with clearing houses to deliver securities to Morgan Stanley clients within strict timelines•Customized escalation reports that informed the OTC department leadership team of risk metrics•Generated reports from clearing house… Show more •Authorized collateral movement to ensure Morgan Stanley clients met trade deadlines for domestic and international currencies•Reported client trading accounts that were in deficit to senior management to comply with regulatory requirements •Collaborated with clearing houses to deliver securities to Morgan Stanley clients within strict timelines•Customized escalation reports that informed the OTC department leadership team of risk metrics•Generated reports from clearing house data in SharePoint to advise of variances in initial margin requirements•Monitored client positions held at clearing houses to determine the amount of funds needed to transfer or fund specific accounts•Updated procedures for day-to-day team tasks and training materials in accordance with industry changes•Added value to the team and department by training new hires throughout the organization on common practices the firm expects to be upheld Show less

•Conducted quality check assessments on 100- 200 securities per day•Provided insight on securities within the fixed income department during meetings with managers•Inspected other analyst’s spreadsheets to ensure errors with the security’s data are minimized•Procured financial reports in to source and process missing and/or questionable data points•Performed error checking and remediation as part of clean-up initiatives to ensure data consistency•Maintained point of contact… Show more •Conducted quality check assessments on 100- 200 securities per day•Provided insight on securities within the fixed income department during meetings with managers•Inspected other analyst’s spreadsheets to ensure errors with the security’s data are minimized•Procured financial reports in to source and process missing and/or questionable data points•Performed error checking and remediation as part of clean-up initiatives to ensure data consistency•Maintained point of contact with domestic and oversea vendors in order to ensure the highest quality of data Show less

•Prepared financial reports for clients detailing their personal portfolio performance•Created and organized spread sheets for Financial Advisors for the analysis of investments•Assisted Financial Advisors with stock performance research•Interacted and assisted clients with their daily inquiries•Researched client's activity for the amount of shares bought and sold that are needed for litigation case records