
Pax Rattenbury
Consultant and Program Director

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About me
Client Service Business Analyst at JPMorgan Chase & Co.
Education

Victoria University of Wellington
2012 - 2015Bachelor's degree History and English Literature
Queen Margaret University College
1999 - 2004
Experience

Jenny Craig
Jan 2012 - Jan 2014Consultant and Program DirectorStrategic Consulting, including business plan & sales strategy development
.webp)
Accident Compensation Corporation (ACC)
Feb 2014 - Apr 2015Case CoordinatorAs 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 2016Senior Business AdministratorIn 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 2019End 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 2019Commodity Drafting Analyst
Apr 2016 - Mar 2017
Licenses & Certifications
- View certificate

Nutrition and Physical Activity for Health
CourseraAug 2013 - View certificate

Nutrition and Physical Activity for Health
CourseraAug 2013
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