Led initiatives to enhance customer success by leveraging investment operations expertise. Drove team performance by balancing efficiency with effectiveness. Championed client satisfaction through comprehensive understanding of post-trade lifecycle management.
Act as senior point of contact for key futures clearing clients, building trusted relationships and delivering a consistently high-touch client experience
Own end-to-end client service across the futures clearing lifecycle, proactively managing client needs from onboarding through daily clearing, margining, and settlement
Collaborate with Sales, Relationship Management, Operations, Technology, and Product teams to deliver seamless client outcomes
Serve as client advocate internally, driving process improvements and system enhancements based on client feedback and pain points
Client Service Manager – Derivatives Clearing
Morgan Stanley
New York City
02.2023 - 04.2025
Served as a senior point of escalation for MS's top revenue generation clients for operational issues
Expertly navigate the firm's organization, across divisions, to deliver timely and accurate issue resolution to clients
Proactively explore solutions to close control gaps and ensure adherence to existing control framework
Contributed independently to automation and enhancement initiatives.
Client Manager- TriResolve
OSTTRA
New York City and Stockholm
12.2018 - 02.2023
With specialist knowledge, communicate complex processes and financial concepts accurately and concisely to clients
Provide platform, product functionality and new release training (on-site or virtually) to new and existing users
Promptly and actively identify and highlight reconciliation discrepancies to clients which may negatively impact their downstream processes
Monitored the health of clients by using multiple factors including product usage statistics, invoice changes and user log in frequency
Performed internal and User Acceptance Testing of new product and functionality releases.
Senior Commodities Operations Analyst- Consultant
BMO Capital Markets
Jersey City
06.2017 - 05.2018
Support Trade Confirmation activities which include affirming trade details with counterparties, drafting confirmations in accordance with trading risk system (Endur -Open Link)
Support Trade Settlement activities which include affirming settlement details with counterparties, invoicing and posting related cash accounting entries
Static data management including new client set up
Manage trade queries and resolutions through consulting with front office, middle office, counterparty and legal
Initiate and implement process improvements in conjunction with technology and middle office teams.
Physical Commodities Confirmations Analyst
Shell Westerns Supply & Trading
Barbados
06.2013 - 08.2015
Drafting of spot and term contracts for the physical product/ crude sales and purchases in close liaison with the trading floor
Served as a middle office deal confirmation candidate by providing deal oversight and ensuring that contract confirmations are sent and received promptly
Consult with internal clients and 3rd parties to ensure contracts accurately reflect the terms agreed and represent the trading floor where appropriate
Gained extensive industry knowledge and terminology within the crude and products trading space
Created templates which decreased contract drafting time by 15 minutes per deal for some counterparties.
Rates Derivatives Data Analyst – Consultant
Royal Bank of Scotland – M&IB, Interest
UK
07.2012 - 11.2012
Analyze an affected internal trade population to determine the root cause of trade breaks and mitigate risk accordingly
Reported on the P&L and risk impact of incorrect trade bookings and take steps to resolve them- E.G Trade rebooking
Consulted with various offices to determine inefficiencies within their internal deal reconciliation process and work with the project team to develop processes around it
Ad hoc data scrubbing to ensure trade matching to internal deal reconciliations breaks.
OTC Derivatives Trade Support Analyst– Consultant
Standard Life Investments
UK
08.2011 - 06.2012
Trade processing for various OTC derivative instruments- CDS, IRS, Swaptions, Variance Swaps, Equity Index Options and FX Options
Oversight for trade affirmations and confirmations and escalate to various parties (front office, CP) of any discrepancies (DTCC)
Daily reconciliation of OTC positions (notional, cash, other key economics) with various counterparties, TPAs and internal systems
Oversight of cash flow movements: swap fees and/or interest payments
Heavily involved in the query management process thus building relationships throughout the company (performance, legal, data management, front office, risk etc.).
Developed and maintained relationships with traders and other key stakeholders such as counterparties, custodians and outsourced back-office providers.