Pax Rattenbury

Pax Rattenbury

Consultant and Program Director

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location of Pax RattenburyWellington, New Zealand

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  • Timeline

  • About me

    Client Service Business Analyst at JPMorgan Chase & Co.

  • Education

    • Victoria University of Wellington

      2012 - 2015
      Bachelor's degree History and English Literature
    • Queen Margaret University College

      1999 - 2004
  • Experience

    • Jenny Craig

      Jan 2012 - Jan 2014
      Consultant and Program Director

      Strategic Consulting, including business plan & sales strategy development

    • Accident Compensation Corporation (ACC)

      Feb 2014 - Apr 2015
      Case Coordinator

      As a Case Coordinator, my role was built around helping manage people back to work and independence, after suffering from significant injury. I was able to achieve positive outcomes for my clients by matching them with the appropriate providers for their needs, and provide support and assistance to them at their time of need.

    • Bournemouth Borough Council

      Aug 2015 - Apr 2016
      Senior Business Administrator

      In my role within the Bournemouth Fostering Team, I provided all administrative support to the social workers and management within the department.

    • JPMorgan Chase & Co.

      Apr 2016 - Sept 2019

      End to End operational owner of the process, coordinating all aspects of service delivery.Proactively identify, manage and pre-empt service issues and ensure timely communication to the client.Conduct Root Cause analysis on a client by client basis to understand the reasons behind trading breaks and create plans to close gaps/follow through to completion.Partner with clients and the business to understand clients business and services needs and validate client requirements.Provide detailed product and market knowledge to the client.Ensure regulatory requirements requiring client input to operational processes are met.Represent my team internally and externally, leading Client Visits for Operational service reviews.Identify and work towards addressing opportunities to improve effectiveness and efficiency of operational processes.Assist relationship managers, sales, and internal teams.Provide client metrics to the business and individual clients.I looked to find permanent fixes to prevent issues from re-occurring within any aspect of Equity and Commodity trading for my clients.Due to JPM’s global presence I communicated with teams from Americas, Europe, Singapore and Mumbai daily. Show less Drafting legal confirmations based on ISDA definitions for all products including Swaps, Forwards and Options.Trade review of risk booking and term sheet to ensure they were in line prior sending documentation to clients.Monitor workflows to ensure confirmations were prioritised accordingly and ensure timely dispatch of confirmations.Meet Regulators dispatch targets.Issuing post trade event notifications to clients such as barrier triggering (Knock-in / Knock-out), expiries, exercises and early terminations.Template queries.Daily liaison with Client Service on discrepancies and assisting in redrafting confirmations to meet their needs. Direct point of escalation internally on documentation / incoming confirmations.Continuous review of processes and controls ensuring high level of risk management.Maintaining effective working relationships with Front Office Trading and Sales, Legal, Compliance, IT and other Operational areas in EMEA and Americas through daily interactions. Show less

      • Client Service Business Analyst

        Mar 2017 - Sept 2019
      • Commodity Drafting Analyst

        Apr 2016 - Mar 2017
  • Licenses & Certifications