John Richardson

Experience

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  UBS

  Apr 2004 - Oct 2007

  Book over 1billion in trades per dayCalculate PnL/ Reconcile positions for over 6000 trades dailyKnowledge of ABX, ABS single name Credit Default Swaps, Variable Funding Notes and Cash bond products.Liaise with Middle office, back office and Business Unit Control to solve trading desk inquiries.Ability to process a large volume of Novations. Allocate FNMA, GNMA & Freddie Mac productsFamiliar with Mega's, Platinum's & Giants.Liaise with Traders, Sales Assistants & Customers to make sure timely notice and delivery of MBS is made. Warehouse lending and financial services for mortgage companies who collateralize revolving credit lines with pools of mortgage loans.Account administration including P&I payments, Balance and Collateral reporting, wire transfers, Cash positions, Mark to Market, Client Fundings, Deal Rolls, with heavy customer interface.Manage transactions/positions for a 2.5 Billion credit line.Daily, Weekly and Monthly account reconciliations for 7 Clients with over 3 billion in collateral.

  • Trading Assistant

    Apr 2004 - Oct 2007

  • Operations Specialist

    Apr 2004 - Oct 2007

  • Whole Loan Operations Specialist

    Apr 2004 - Apr 2005
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  Merrill Lynch

  Oct 2007 - Apr 2008

  MBS Allocations Specialist

  Allocate FNMA, GNMA and Freddie Mac productsFamiliar with Megas, Platinums and Giants.Liaise with Traders, Sales Assistants and Customers to make sure timely notice and delivery of MBS is made.Daily Prime Broker break report for Prime Broker Business

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  BNP Paribas

  Apr 2008 - Apr 2014

  • Confirm all Mortgage Desk’s trades with counterparties and brokers; TBAs, Pools, CMOs, REMICS, ABS and US Treasuries• Support MBS sales desk consisting of heavy interaction with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading• Primary liaison between trading desks, sales desks, P/L, mbs allocations, settlements & broker/dealer community• Monitor/maintain new client counterparty set-up• Reconcile end of day trading activity and positions within various in-house systems• Assist back–office settlements group in researching DKs on all MBS/CMO trades Show less AVP MBS Allocations• Allocate over 5 Billion across FNMA, GNMA & Freddie Mac products• Liaise with Traders, Sales Assistants & Customers to make sure timely notice and delivery of MBS is made.• Create and Send a daily Stip report to all traders on the desk.• Maintain MBSCC for three separate BNP entities. RTTM, NOS and Net out.• Understanding of CPR claim process/calculations• CCP3 testing and implementation• Handle allocation, notification and delivery for multiple monthly CMO/REMIC deals • Familiar with Megas, Platinum’s & Giants• Process large volume of trade assignments.• Ability to handle large volume of pool changes Show less

  • AVP MBS Middle Office

    Jan 2012 - Apr 2014

  • AVP MBS Allocations

    Apr 2008 - Mar 2014
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  Société Générale

  Apr 2014 - Apr 2016

  MBS Middle Office

  • Confirm all Mortgage Desk’s trades with counterparties and brokers; TBAs, Pools, CMOs, REMICS, MBX• Support MBS sales desk consisting of heavy interaction with customer accounts and facilitating the allocation of money manager sub-accounts for client type trading• Primary liaison between trading desks, sales desks, P/L, mbs allocations, settlements & broker/dealer community• Continually improving middle office group procedures, trade checkout, ad hoc desk reporting, Agency Deal account set-ups, and best practices for middle office functions.• Monitor/maintain new client counterparty set-up• Assist back–office settlements group in researching DKs on all MBS/CMO trades Show less

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  Clearwater Analytics

  May 2016 - now

  Product Manager

  Product Manager• Collaborate with Clients, Sales, Product Managers and Senior Leadership to develop strategic company vision that maximizes ROI and TAM. • Manage full life cycle of project development from idea phase to live in production.• Coordinate with Marketing and Sales for go-to-market strategy, materials and training • Manage and prioritize backlog for 3 development teams and 10 distinct projects • Active in teams sprint planning, retrospectives and daily scrums