senior associate resume example with 11+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Executive Profile
Seasoned Financial Markets professional with over 12 years of experience in Global Financial Markets Sales & Trading across the Corporate and Institutional space in India.
Skill Highlights
  • Developing and sustaining strong client relationships.
  • Demonstrated ability to deliver solutions to clients, based on excellent analytical skills.  
  • Compatibility for both, independent and teamwork.
  • Project management
  • Product development
  • Risk management assessor
Core Accomplishments
  • Created strategies to develop and expand existing & new customer relationships, resulting in a 150% increase in annual Global Markets sales revenue
  • Helped grow bank’s Global Markets revenue by 200% from $0.5M to $1.5M
  • Acquired 20 new clients in the past year, with total trading volume of $10B through professional networking, loan reviews and marketing
Professional Experience
Senior Associate, 11/2012 to 05/2016
Equity MethodsScottsdale, ,
  • Primary responsibilities included providing Advisory & Execution to Corporate & Institutional clients across Foreign Exchange, Interest Rates & Commodities products in line with their Credit & Risk profile
  • Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial & risk management objectives
  • Communicated regularly with management regarding portfolio performance and new loan transaction quality
  • Interpreted data on price, yield, stability, future investment-risk trends, economic influences and other factors affecting investment programs
  • Involvement in product structuring function to offer tailor made products to clients to meet internal & regulatory requirements.
  • Active involvement in developing and launching of new products to increase and strengthen client engagement
  • Followed Global Service Delivery approach to capitalize on off-shore business opportunities with clients having a multi geographical presence
  • Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading as a part of new client engagement  
  • Assisted senior-level credit officers with complex loan applications
  • Providing a strong back up to the trading/ALM desk and also manage the execution and lay-off of risk from the trading book
FX Dealer, 04/2009 to 11/2012
Exponent, Inc.Natick, ,
  • Trading responsibilities included market making & proprietary trading in spot (USD/INR) & G7 currencies in the inter-bank market and also internal sales team
  • Manage the INR risk and liquidity funding book in coordination with the money market desk.
  • Monitoring of the Net Open Position (NOP) and Aggregate Gap Limit (AGL) limits for the bank.
  • Developing the pricing mechanism and actively managing the entire process flow for launch of electronic trading platform.
  • Franchise building by regularly interacting with Sales and Clients.
  • Participate in various activities to help offshore counterparts to understand and undertake activities in the Indian financial markets.
  • Providing inputs to the daily market commentary and other research publications.
Associate, 04/2004 to 02/2009
Deutsche Bank AGCity, ,
  • Provide Advisory & Execution capabilities to manage Foreign Exchange & Interest Rate hedging flows for clients across the Corporate Coverage Group
  • Managing a team of two traders to run the High Frequency trading desk for top tier clients based on Technical & Fundamental analysis
  • Generate & manage Fx flows by working closely with the trade finance, cash management and the Institutional Client group
  • Pricing and execution for currency option structures including vanilla options, single & multiple barrier options & exotic structured options
  • Generated revenues in excess of EUR 4.0 Million for 2008 and over EUR 8.0 Million for 2007
  • Involved in the set-up & implementation of a new in-house trade capture system for Fx trades
Post Graduate Diploma in Business Administration: Finance & Marketing, Expected in May 2004
S.I.E.S College of Management Studies - Mumbai, Maharashtra
Post Graduate Diploma in Business Administration with dual specialization in Finance & Marketing
Bachelor of Commerce: Accounting and Finance, Expected in March 2001
Mumbai University - Mumbai, Maharashtra
Bachelors in Accounting, Finance & Economics
Post Graduate Diploma: Export- Import Management, Expected in December 2001
Indian Merchant Chambers - Mumbai, Maharashtra
Post Graduate Diploma in Export- Import Management
Traveling and Photography
Proficient with Bloomberg & Reuters newswire applications along with MS Office proficiency
Additional Information
Currently pursuing the Certified Public Accountant (CPA) program. Willing to take any additional certifications as required by the regulatory and the firms' guidelines. 

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Resume Overview

School Attended

  • S.I.E.S College of Management Studies
  • Mumbai University
  • Indian Merchant Chambers

Job Titles Held:

  • Senior Associate
  • FX Dealer
  • Associate


  • Post Graduate Diploma in Business Administration
  • Bachelor of Commerce
  • Post Graduate Diploma

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