Claire Rodman
New York,NY
Summary
SENIOR GLOBAL FINANCIAL SERVICES PROFESSIONAL.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
30
30
years of professional experience
1
1
Certification
Work History
XP US, Inc.
01.2024 - Current
- Drove collaboration with external vendors and internal legal, operations, risk, and liquidity teams to implement collateral outsourcing project, including development of trade calculation files, controls, procedures, and negotiation guidelines matrix
- Instructed internal teams on DFA and EMIR regulatory rules and history
- Researched counterparty collateral positions to reclaim over $100,000,000 excess pledged
- Negotiated contracts for ISDA, Variation and Initial Margin CSAs, and custody agreements, created end-to-end onboarding tracking tool
Consultant
International Swaps and Derivatives Association
06.2023 - 08.2023
- Developed collateral operations master class to be taught as both in-person and virtual; served as test presenter
- Created presentation for 16 hours of training, glossary of commonly used terms, and script for instructors in consultation with ISDA staff and industry professionals
Contract Negotiator
Goldman Sachs
07.2022 - 03.2023
- Company Overview: (seconded from Momenta Resources and Deloitte)
- Seconded to Deloitte/Goldman Sachs to negotiate Initial Margin agreement suites for UMR Phase 6 and new clients
- Trained team on master agreements, collateral annexes, and regulatory context
- (seconded from Momenta Resources and Deloitte)
Vice President, Global Head, Collateral Contract Onboarding
Société Generale. S.A.
01.2018 - 11.2021
- Coordinated a global team of 15 in reviewing and onboarding Variation and Initial Margin CSA document suites for master trading agreements, for both 'business as usual' and UMR Initial Margin Phases 1 through 5, 2017 'Big Bang' and Brexit and LIBOR repapering
- Acted as Agile Product Owner of global trading contracts database, ran project and catalog development, and oversaw update testing, including LIBOR transition and QFC stay
- Performed global user training
- Consulted on and approved workflows for new trading products, legal onboarding platform, and defined over 500 contract data points for bankwide datalake project to allow central sourcing of client, contract and trade data
- Served as panelist on multiple industry forums, including ISDA, Managed Funds Association, Financial Technologies Forum
Associate, Collateral Management Negotiation Team
Société Generale. S.A.
11.2010 - 12.2017
- Controlled and administered a contract onboarding queue of more than 10,000, during 2016-1017 Phase 1 and 'Big Bang' Variation Margin and Initial Margin repapering period
- Liaised with industry working groups on UMR workflows under Dodd-Frank and EMIR
- Collaborated on European team procedures for margining and contract negotiation
- Collaborated in industry working groups and with internal legal team to develop templates for UMR Variation Margin and Initial Margin collateral annexes
Associate, Legal Department Negotiation Team
Société Generale. S.A.
04.2007 - 11.2010
- Negotiated with new and continuing trading clients, with a focus on US, Canadian, and Latin American corporates and banks
- Negotiated master agreements, long-form confirmations, and collateral annexes for derivatives (ISDA, several choices of law), repo (MRA and GMRA), confidentiality agreements, letters of credit, guarantees, give up agreements
- Coordinated internal approvals with credit, front office, investment banking, and external counsel
- Seconded to former trading desk to review legacy portfolio, provide planning for terminating contracts and closing positions post-2007 muni crisis
- Participated in corporate credit workouts triggered by market and world events
Analyst, GIC Desk
Société Generale. S.A.
10.1995 - 04.2007
- Trading team for municipal finance guaranteed investment contracts
- Coordinated contract bids, negotiations, and closings
- Managed daily cash and collateral trades, collateral adequacy and analysis for a $10B portfolio
- Reduced annual costs on custodial accounts by moving to new vendor
- Coordinated system conversion from DEC/CoreVision mainframe to Summit GUI
Education
BA - Liberal Arts
Sarah Lawrence College
Capital Markets Certification -
First Finance & University of North Carolina
ISDA Negotiation Certification -
New York University
Bond Markets Certification -
New York Institute of Finance
Skills
- Regulatory Projects
- Agile Methodology
- Training and Development
- Contract Negotiation
- Change Management
- Uncleared Margin Rules (UMR)
- Collateral Management
- Master Agreements
- Risk Management
- Strategic Planning
- Database Development
- Common Domain Model
- Cross-Cultural Competency
- Leadership
- Public Speaking
- Microsoft Office Suite
- Google collaboration tools
- Common Domain Model (basic)
- Conversational French
Certification
Sarah Lawrence College, BA, Liberal Arts
· Capital Markets Certification, First Finance & University of North Carolina
· ISDA Negotiation Certification, New York University
· Bond Markets Certification, New York Institute of Finance
Languages
French
Professional Working
Timeline
XP US, Inc.
01.2024 - Current
Consultant
International Swaps and Derivatives Association
06.2023 - 08.2023
Contract Negotiator
Goldman Sachs
07.2022 - 03.2023
Vice President, Global Head, Collateral Contract Onboarding
Société Generale. S.A.
01.2018 - 11.2021
Associate, Collateral Management Negotiation Team
Société Generale. S.A.
11.2010 - 12.2017
Associate, Legal Department Negotiation Team
Société Generale. S.A.
04.2007 - 11.2010
Analyst, GIC Desk
Société Generale. S.A.
10.1995 - 04.2007
Capital Markets Certification -
First Finance & University of North Carolina
ISDA Negotiation Certification -
New York University
Bond Markets Certification -
New York Institute of Finance
BA - Liberal Arts
Sarah Lawrence College
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