ELIZABETH WASHINGTON
Analyst
Charlotte,NC
Summary
Results-oriented analyst skilled in managing and breaking down large volumes of information. Proactively identifies and addresses issues in operations, workflow, and production by uncovering trends that impact business success. Adept at analyzing data to drive strategic decision-making and improve overall efficiency. Demonstrates a strong attention to detail and the ability to effectively communicate complex findings to internal clients.
Overview
31
31
years of professional experience
Work History
Corp Loan Middle Office Analyst
MUFG Bank, Ltd.
09.2022 - 08.2024
- Worked independently and aided AVPs with data collection for internal due diligence audit
- Prioritized and drafted Assignments and Assumption, Trade Confirms, Funding Memos with trade desk
- Collaborated with manager to minimize credit business risk and close policy and procedure gaps with Loan Trading Desk
- Reviewed legal Credit Loan Documentation Documents, TAFS, Rollover Notices, Due Diligence.
- Proactively maintained database systems to track and analyze operational data.
Operations Representative
Horizon Kinetics LLC
09.2012 - 09.2022
- Tracked trade settlement issues to avoid market exposure and failing trades and following firm policy
- Instructed FX trades for foreign currency repatriation with high attention to detail.
- Developed strong relationships with team members for seamless collaboration and prioritization to deadlines.
Trade Support Administrator
Allianz Global Investors Capital
02.2007 - 04.2012
- Reconciled internal trading system, Omgeo connect, Bloomberg and month end market values.
- Served as a liaison between departments, fostering open communication channels that improved overall organizational function.
Central Accounts Group-ETM Analyst
Goldman Sachs & Company
10.2000 - 01.2007
- Researched and worked independently to solve trade share breaks
- Collaborated and interacted with Program Trading, Prime Brokerage, Derivatives and Institutional Desks to increase efficiency.
Trade Support Administrator
Nomura Securities International, Inc.
08.2000 - 09.2000
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Global Investment Equity Administrator
Alliance Capital Management
01.1998 - 01.2000
- Researched monthly cash and asset reconciliations for past settlement issues.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
Investment Management Account Administrator
Bankers Trust Company of New York
01.1994 - 01.1998
- Resolved and researched cash breaks between the accounts’ custodian and Bankers Trust Portfolio Management systems.
Education
BBA - Finance
Bernard M. Baruch College, City University of New York
New York, NY06.1994
Skills
- MS Excel
- Clearpar
- GCARS
- OVS
- IRIS
- Loan APP
- ACBS
- Bloomberg
- Omgeo connect
- Alert
- Fiserve APL
- EZE Castle
- FMCView
- Swift
- Global Oasys
- Analytical Thinking
- Team Collaboration and Leadership
- Documentation And Reporting
Timeline
Corp Loan Middle Office Analyst
MUFG Bank, Ltd.
09.2022 - 08.2024
Operations Representative
Horizon Kinetics LLC
09.2012 - 09.2022
Trade Support Administrator
Allianz Global Investors Capital
02.2007 - 04.2012
Central Accounts Group-ETM Analyst
Goldman Sachs & Company
10.2000 - 01.2007
Trade Support Administrator
Nomura Securities International, Inc.
08.2000 - 09.2000
Global Investment Equity Administrator
Alliance Capital Management
01.1998 - 01.2000
Investment Management Account Administrator
Bankers Trust Company of New York
01.1994 - 01.1998
BBA - Finance
Bernard M. Baruch College, City University of New York
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