Shawn Barretto

Experience

• 

  Edelweiss Broking Ltd (Partner)

  May 2021 - Jul 2021

  Internship Trainee

  - Led a team and effectively resolved work-related doubts and problems- Served as the main communicator between the department head and teammembers, managing team meetings, problem-solving, and project handling- Facilitated clients in opening their trading and Demat accounts, ensuring aseamless on-boarding process- Monitored team members' performance and reported it to the department, ensuring that the team was meeting their target.- Continuously optimized team performance through training and development initiatives to improve customer service and increase efficiency- Fostered a positive and collaborative team environment, promoting open communication and teamwork Show less

• 

  Interactive Brokers

  Feb 2022 - now

  Clearing Operations - Daily reconciliation of trades, positions and settlements for local and global affiliates. Emphasis on European markets-handling local depository functions.• Proxy Support - Functional support for proxy-related functions for North American markets, including reconciliation of record date positions and managing client requests related to voting and material distribution• Financial Control - Daily reconciliation of settlements, corporate actions, dividends, stock loans, etc., against the Firm's external clearing banks, emphasizing settlements for local and Asia/Pacific markets.• Asset Transfers - Asset transfers, standard settlement instructions and terms like a clearing house, BIC code, ISIN, etc. Show less - Investigating of customer enquiries encompassing a broad array of themes such as margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products, global exchanges, order status and execution inquiries- Coordinating with external departments such as Programming, Clearing, Cashiering, and Compliance as well as other service groups across the world- Analyzing existing systems and procedures and implementing enhancements to improve efficiency- Facilitating Hedge funds, Advisor clients, Small Businesses, Organizational Clients, Trust account clients using market analysis, problem-solving, and communication skills- Optimizing client service experience through continuous improvement initiatives Show less

  • Clearing operations associate

    Sept 2024 - now

  • Global client service associate

    Feb 2022 - Sept 2024