Melissa S.

Experience

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  Students' Loan Bureau

  Oct 2008 - Apr 2009

  Loan Servicing Officer

  Customer ServiceMonitoring of Students’ AccountsRestructuring and Rescheduling of Loans

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  First Global Financial Services

  Apr 2009 - May 2014

  Preparation of the quarterly Management Discussion and Analysis report Marketing of the company’s investment products with the objective of increasing market shareManagement of the company’s asset and liability positions Daily maintenance of company’s cash flow with the view of ensuring the adequacy of the company’s liquidityManagement of the Bank of Jamaica Primary Dealer Unit Compilation and submission of external reports to Bank of Jamaica and Financial Services CommissionDaily trading primarily on JMD Fixed Income desk along with rotation to the Bond trading desk and USD Fixed Income desk (inclusive of FX Conversions) Show less Prepared trade tickets/confirmation and other documentation for the portfolio management businessProvided daily management reports of on-balance sheet business Prepared and analysed reports for liquidity and spread management purposesUnderstudied the duties of the Corporate Finance Manager with particular emphasis on all prerequisite arrangement responsibilities for execution of corporate paper issuesPerformed detailed analyses of portfolios to determine and measure concentration risk, net interest margin optimization, liquidity risks, and maximization of trading revenue Show less

  • Fixed Income Trader

    Apr 2011 - May 2014

  • Administrative/Trading Assistant

    Apr 2009 - Mar 2011
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  PWL Transition Limited

  Jun 2014 - Mar 2015

  Fixed Income Trader

  Management of the organization’s proprietary trading bookConduct research and provide investment and profit taking recommendations Day to Day treasury managementManagement of corporate accountsBond trading and USD Fixed Income Desk responsibilities (inclusive of FX Conversions)Conduct portfolio reviews and structured proposals for corporate accounts

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  PROVEN Wealth-Region 2

  Apr 2015 - Jan 2017

  Equity and fixed income trading, oversight of FX/Cambio trading, spread and net interest income management. Management of Corporate client relationships with focus on business development and strengthening of existing relationships.Coordination of Investment and Treasury departmental tasks, along with staff supervision.Liquidity and treasury management including cash flow and balance sheet.Preparation of management reports, market updates, and client reviews.Knowledge of Trading related platforms including: Global Vision, Depend and Egate.Proficiency in Bloomberg. Show less Management of funds under management for large corporate accounts (Making client calls, conducting portfolio reviews, providing product recommendations and portfolio diversification)Management of Cambio operations including funding, rate determination and reporting requirements to BOJForeign exchange, Bond and Equity tradingTreasury management, including day to day liquidity managementMoney market trading in both USD and JMDOversight of staff including the assignment and vetting of tasksKnowledge of Trading related platforms including: Global Vision, Depend, Bloomberg and Egate Show less

  • Assistant Manager - Treasury

    Apr 2016 - Jan 2017

  • Senior Treasury/Portfolio Officer

    Apr 2015 - Mar 2016
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  GK Capital Management Ltd

  Feb 2017 - Apr 2017

  Investment Manager

  Assists with the effective and efficient management of the Investment Management Unit so as to beat revenue targets Identifies alpha opportunities in the local and international investment space with the objective of achieving revenues Maximizes the investment performance of managed portfolios via careful analysis and investment selection

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  PROVEN Wealth-Region 2

  Apr 2017 - Feb 2018

  Head of Treasury & Investment

  Provision of daily leadership and supervision of the operations of the fixed income business, cambio trading, bond trading and equity trading.

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  Scotiabank

  May 2018 - now

  Conducts daily capital market trade surveillance through monitoring of alerts and support for the Global Banking and Markets business. Carries out all Tier 2 compliance activities in accordance with regulatory requirements established by security regulations and SROs, in addition to internal policies and procedures.

  • Senior Manager, Trade Surveillance, Global Banking and Markets

    Jan 2021 - now

  • Senior Compliance Officer, Trade Surveillance, Global Banking & Markets

    May 2018 - Jan 2021