Summary
Overview
Work History
Education
Skills
Timeline
Generic

Chanquana Jones

Summary

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Overview

12
12
years of professional experience

Work History

Vice President of Data Tracing

Citibank
12.2022 - Current
  • Managed data tracing workstreams across regulatory reporting for 1st LOD Quality Assurance Transaction Testing, partnering with Internal Audit,Finance, FINCRO and supporting federal audit activities conducted by skilled persons, FRB,OCC, and EU.
  • liaison with product support, front office and business operations to provide source documentation and understand data lineage and data logic for each product
  • Handle onboarding and training to new hires. Traveling abroad to help build out data tracing department.
  • Demonstrating leadership skills in managing projects from concept to completion..
  • Serve as a resident derivatives (OTC, ETD and Cleared) SME for the team, helping answer complex questions that arise about the product or documentation.
  • Identified issues, analyzed information and provided solutions to problems.
  • A people manager to analyst across the U.S, Costa Rica and Philippines.
  • System knowledge: Oasys Trade Capture MONET, LUME, Strategic Solar, TPS, Flexcube, Securities Master Central

Assistant Vice President of Data Tracing

Citibank
03.2021 - 12.2022
  • I am lead analyst on data traces to retrieve information and documents to confirm the accuracy and quality of various reporting lines.
  • I participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
  • I am an escalation point of contact for team members and I am responsible for liaising with various line of business to grow our network and resources.
  • I am apart of the hiring, onboarding and training of new team members
  • I am SME for OTC Derivative products and assist in answering complex questions about products and systems.

OTC Margin Analyst

Citigroup Inc
12.2018 - 03.2021
  • Reviews and authorizes cash activity and handle portfolio reconciliations
  • Process all derivative margin transactions accurately and timely this includes, but is not limited to, futures, options, cash and security collateral, segregation of collateral and swap trades
  • Solid understanding of OTC derivative swaps products
  • Complete month-end trade portfolio reconciliations
  • Chicago Mercantile Exchange Clearing and Intercontinental Exchange daily reporting and monthly interest reporting
  • Adhere to established operating, risk, and compliance controls and standard operating procedures
  • Escalation contact for client trade dispute resolution
  • Helped train and develop all current team members and managers
  • Current subject matter expert for margin operations for all OTC derivative related products.

Asset Servicing Analyst

Citigroup Inc
11.2017 - 12.2018
  • I analyze and process corporate actions and income events for Citigroup's swap and international prime broker clients
  • I am also responsible for event capture, pre/post event reconciliation, client inquiries and client instruction handling
  • Preparation of management reports and departmental initiatives and interfacing with with different teams internally and externally various Asset
  • Servicing locations to ensure timely and accurate processing of all activities daily within the given timelines
  • Helped to plan, coordinate and oversee group projects as well technical upgrades
  • I booked elections for swap, prime broker, mainfirm and fixed income clients
  • Communicated with custodians to resolve issues and improve service levels
  • Spearheaded the department upgrade and migration from NYC to Buffalo

OTC Margin Analyst

Citigroup Inc
05.2015 - 11.2017
  • Assessed exposure, compared valuations and evaluated threats to strategies
  • Resolved conflicts and negotiated mutually beneficial agreements between parties
  • Handled 120 margin calls per day to minimize the firm exposure in the market
  • Developed team communications and information for margin meetings.

Banking Specialist

Key Bank
Buffalo, NY
05.2014 - 04.2015
  • I cultivate client relationships on behalf of Key Bank
  • Service client needs via account inquiries and dispute resolution
  • Research, verify, document and resolve client banking issues
  • Offer additional services based on customer needs
  • Recognize opportunities to promote enhanced products and services

Education

Business Administration

Erie Community College
Buffalo, NY

Business Administration

Canisius College
Buffalo, NY

Skills

  • Team Leadership
  • Data Analysis
  • Derivatives Markets
  • Portfolio Reconciliation
  • Data Governance
  • Complex Problem-solving
  • Data quality assurance

Timeline

Vice President of Data Tracing

Citibank
12.2022 - Current

Assistant Vice President of Data Tracing

Citibank
03.2021 - 12.2022

OTC Margin Analyst

Citigroup Inc
12.2018 - 03.2021

Asset Servicing Analyst

Citigroup Inc
11.2017 - 12.2018

OTC Margin Analyst

Citigroup Inc
05.2015 - 11.2017

Banking Specialist

Key Bank
05.2014 - 04.2015

Business Administration

Erie Community College

Business Administration

Canisius College
Chanquana Jones