Highly skilled and reliable financial professional with a superb workplace record. I possess great attention to detail and am well versed in Analysing, problem solving and multitasking. I am highly result driven and enjoy taking on new challenges.
Summary of Skills
Expert in MS Office Suite
Exchange Traded Funds
FINRA Trace Reporting
Profit and Loss
Trade Support Analyst08/2015 to CurrentUBS Investment BankNew York City
daily trading activities on the desk, working directly with Traders and Trading
Monitor, analyse, and process transactions via
numerous proprietary and vendor systems.
Manage complex operational and settlement issues.
Facilitate the accurate and timely settlement of
securities transactions across domestic and international markets.
Master the complexities of many products as well
as gain a solid understanding of the business model and infrastructure as
well as mitigate the risks related to the trade life cycle.
Created a metrics/Dashboard which highlights the firm's
regulatory reporting statistics on a weekly basis (i.e. FINRA – Trace
Reporting). Used by all desks and Senior Management as part of an effort
to drive down Miss-reporting.
Identify issues relating to Static data and STP
failures and the resolution.
Prepare same day PnL estimates and resolve
variances between desk estimates and finance numbers.
Ensure risk is accurate across the board.
Act as the escalation point for issues relating to
primarily Commercial Paper, Investment Grade, High Yield, Emerging Markets
LATAM, $25 Preferred Shares, and ETF Trading Desks.
Interact daily with the back office,
counterparties, traders, corresponding banks, immediate supervisors, and
the finance desk.
Deputy Team Leader08/2013 to 08/2015Momenta PPI Services (Lloyds Banking Group Project)London
for a team of 13 members in the absence of the team Leader.
that required training is provided to members.
that deadlines are met.
that team productivity targets are met.
that team members maintain a good quality percentage on work done.
regular progress updates to Operational manager.
information on behalf of team members.
Quality Analyst04/2014 to 10/2014Momenta PPI Services (Lloyds Banking Group Project)London
Key Achievement 1: Involved in
the successful production and roll out of a detailed process map for
gathering quality information.
Key Achievement 2: Given the
responsibility of an In Line Quality Checker for my team, ensuring all
cases are worked correctly and accurately.
in different work streams i.e. BAU, Furthers, Recalculations, SS4, &
Corresponding with customers
and 3rd Parties i.e. Solicitors, Claims Management Companies,
and Insolvency Practitioners.
Provide face-to-face feedback
on outcome and quality of work produced by a Case Handler.
Ensuring that outcomes produced
are fair and efficient in accordance to FCA and LBG guidelines on a case-to-case
Redress Case Handler12/2012 to 08/2015Momenta PPI Services (Lloyds Banking Group Project)London
Key Achievement 1: Maintained a
quality score of over 90%. Evidence of my attention to detail.
Key Achievement 2: Never failed
to meet high productivity targets and tight case deadlines.
Redressing customers who have
been miss-sold payment protection insurance.
Calculating Redress with the
use of special Macro based calculators.
Meeting tight deadlines and
Investigating and collating
information from different systems.
Drafting final communication
letters to the customer regarding their complaint.
Post Graduate Certificate: International Business Practice2016Mountbatten InstituteNew York, USA
Bachelor of Science: Accounting - 1st Class 2012University Of HullHull, United KingdomKey
Modules: Taxation, Company Law, Advanced Financial Reporting and Theory, Management Accounting, Auditing, Strategic Management Accounting, Financial Reporting, Information Systems In Accounting and Finance, Financial Management, Company Law.
2009Woolwich Polytechnic Sixth Form CollegeLondon, United Kingdom