Experience

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  Credit suisse

  Jun 2013 - Sept 2015

  Transaction Management Team• Clearing futures and options on European markets (EUREX, LIFFE EQUITIES, IPE, LIFFE, MONEP, MATIF, LCE, MEFF,IDEM, EDX, NASDAQ OM, SAFEX, BM&F, EEX, WSE, TURDEX, FORTS, TASE, ADEX) on T+0,• cooperation with Middle Office, Front Office, Client Service, Client Representatives and external brokers,• keeping client’s teams updated about their trades,• working with systems like Clearvision, GMI, ATP, DerivHub, Prime Trade, exchange systems (GUIs),• process optimalization in order to increase the automation of the allocation of the transaction on the European exchanges of derivatives,• implementation of new process acquired from London - allocation of transactions on the stock exchange LME (London Metal Exchange),• preparing procedures (LME),• testing of new rules in ClearVision and its influences into exchange systems,• monitoring average price accounts in GMI, • monitoring error accounts, • performing topday close-outs,• verifying trade recaps, • escalating various IT issues and executing necessary follow-up,• development and coaching for other team members and interns. Show less LDO Clearing team• clearing futures and options on European markets (EUREX, LIFFE EQUITIES, IPE, LIFFE, MONEP, MATIF, LCE, MEFF,IDEM, EDX, NASDAQ OM, SAFEX, BM&F, EEX, WSE, TURDEX, FORTS, TASE, ADEX) on T+0,• cooperation with Middle Office, Front Office, Client Service, Client Representatives and external brokers,• keeping client’s teams updated about their trades,• working with systems like Clearvision, GMI, ATP, DerivHub, Prime Trade, exchange systems(GUIs),• verifying trade recaps, • escalating various IT issues and executing necessary follow-up,• process optimalization in order to increase the automation of the allocation of the transaction on the European exchanges of derivatives,• development and coaching for other team members and interns. Show less

  • Senior Banking Operations Specialist

    Nov 2014 - Sept 2015

  • Banking Operations Specialist

    Sept 2013 - Oct 2014

  • Analyst Internship Program – Listed Derivatives Operations – Clearing Team

    Jun 2013 - Sept 2013
• 

  Credit suisse

  Jul 2016 - Sept 2016

  Senior banking operations specialist

  Transaction Management Team• Matching trades between exchange and Front Office on European markets (EUREX, LIFFE EQUITIES, IPE, LIFFE, MONEP, MATIF, LCE, MEFF,IDEM, EDX, NASDAQ OM, SAFEX, BM&F, EEX, WSE, TURDEX, FORTS, TASE, ADEX) on T+0,• Accepting trades from executing brokers. Giving up Credit Suisse execution only trades to clearing brokers,• Trade allocations across client accounts,• Providing support and answering calls from different counterparties (Middle Office, Front Office, Client Service, Client Representatives and external brokers),• keeping client’s teams updated about their trades,• working with systems like Clearvision, GMI, ATP, DerivHub, Prime Trade, exchange systems (GUIs),• monitoring average price accounts in GMI, • monitoring error accounts, • performing topday close-outs,• verifying trade recaps, • escalating various IT issues and executing necessary follow-up,• development and coaching for other team members and interns. Show less

• 

  Fis

  Sept 2016 - Sept 2021

  The scope of my role:• Plan and coordinate all aspects of technical projects from initiation through delivery.• Manage project initiation activities including identifying contractual obligations, client needs and goals, existing situation, necessary contacts and access to existing information as needed.• Ensure requirements for internal technology projects align to operational standards. Develop alternate requirements or document exceptions as appropriate.• Develop, define and execute project plans, project scope, activities, schedules, budgets and deliverables.• Coordinate activities and tasks among project team members, other internal departments and client or vendor/subcontractor organizations as needed to meet project goals and ensure project completion is on schedule, within budget constraints and of the appropriate quality standards for the project scope.• Assign and monitor work of project team providing technical and analytical support and direction. Interface with external clients or field-based employees on technical matters as needed.• Manage project risks, issues/problems and activity progress to ensure project goals, e.g., deadline, scope and quality are achieved. Assist with problem resolution or risk mitigation as needed.• Serve as liaison between technical and non-technical teams, in internal organizations as well as in client and vendor/subcontractor organizations to ensure all project targets and requirements are met. Show less Main responsibilities:• keep doing the role of the deputy of team leader in TC from April 2017,• control and allocation of executed trades with direct impact on the European markets on T+0,• trade monitoring and resolving potential misallocations and discrepancies,• answering queries from execution desks and external counterparties,• monitoring average price accounts in GMI, • monitoring error accounts, • performing afternoon topday close-outs,• allocating asian trades for few clients,• escalating various IT issues and executing necessary follow-up,• participation in process improvement leading to further automation including cooperation with IT and business change departments,• providing support and answering calls from different counterparties (Middle Office, Front Office, Client Service, Client Representatives and external brokers),• working with systems like Clearvision, GMI, ATP, DerivHub, Prime Trade, exchange systems (GUIs),• development and coaching for other team members and interns. Show less

  • Project Manager I (Technology)

    Jun 2020 - Sept 2021

  • Utility Senior Analyst (Ops) – Transaction Control/Clearing

    Apr 2018 - Jun 2020

  • Derivatives Utility Analyst – Transaction Control/Clearing

    Sept 2016 - Apr 2018
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  Euroclear

  Mar 2022 - now

  Role & responsibilities: • Responsible for delivering tax services to our clients - processing payments, quick refunds and cash reconciliation. May also lead or contribute to projects or initiatives in the areas of operational efficiency, risk, quality, regulatory and strategy. • Responsible for processing a range of highly specialized operations. Operations usually require some research or investigation of information outside of normal procedures. • Role requires good knowledge of Bank products, services and procedures in the area of expertise. • Direct access to the function typically requires previous experience in Euroclear or in a back office banking environment. • Has reached a satisfactory level of polyvalence in most of the tasks and processes of the team. Is able to control adequately most of the processes and escalate when necessary and solve escalation jointly with the team leader . • Is able to handle some risky operations. • Contributes to the continuous improvement of the team. • Contributes in problem solving sessions, raises gaps in working methods, reviews operational procedures in own area of expertise and may participate to projects or initiatives • Usually train and coach in some processesQualifications • Client-focus with good communication skills • Analytical mind, meticulous, logical and accurate • Stress-resistant • Risk-minded, curious and investigative • Accurate & critical eye on daily job • Sense of responsibility and ownership • Strong multitasking and prioritizing skills • Good team spiritTask scope:• Central Europe (at source, quick refund payments),• Financial transaction tax (FTT) - training in progress,• Stamp Duty Reserve Tax (SDRT) - training in progress, Show less Roles and Responsibilities:• Role requires good knowledge of Bank products, services and procedures in the area of expertise.• Direct access to the function typically requires previous experience in Euroclear or in a back office banking environment.• Has reached a satisfactory level of polyvalence in most of the tasks and processes of the team. Is able to control adequately most of the processes and escalate when necessary and solve escalation jointly with the team leader .• Is able to handle some risky operations.• Contributes to the continuous improvement of the team.• Contributes in problem solving sessions, raises gaps in working methods, reviews operational procedures in own area of expertise and may participate to projects or initiatives• Usually train and coach in some processesScope: • Central Europe (at source, quick refund payments) Show less

  • EB Operations Function Analyst - TAX PAYMENTS AND RECONCILIATION

    Oct 2023 - now

  • EB Operations Function Analyst - TAX Processing - Asset Servicing New Issues & Reconciliation

    Mar 2022 - Sept 2023