Jacob T Swiatek
OH
Summary
Proactive and proven business professional with 5+ years experience in financial services and consulting, demonstrating strengths in sustainable leadership, problem solving, and financial literacy. Pedigree to excel in high-pressure, deadline-driven environments, adeptly managing concurrent projects to deliver high quality results for clients. Committed to continuous learning.
Overview
5
5
years of professional experience
Work History
Senior Associate, Financial Services Consultant
Klynveld Peat Marwick Goerdeler (KPMG US)
04.2024 - Current
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
Vice President I, Asset and Liability Management
The Bank of New York Mellon
10.2022 - 03.2024
- Lead daily liquidity report submissions to the Federal Reserve, ensuring accurate reflections of the bank's financial standing.
- Collaborated closely with key stakeholders, achieving improved reporting accuracy by consistently identifying and rectifying data discrepancies.
- Demonstrated leadership skills to motivate employees and build competent teams.
- Redesigned procedures, reducing manual processing time and elevating overall department efficiency.
Senior Analyst, Investment Management Operations
The Bank of New York Mellon
09.2021 - 09.2022
- Established as a primary contact for 11 Middle Office clients, specializing in presenting simplification of complex market activities.
- Rectified high-risk corporate event errors, saving clients over $150,000.
- Negotiated market rates, liaising with agents, brokers, and depositaries to ensure maximum client profits.
- Developed streamlined reports for 3,000+ client accounts.
Analyst, Investment Management Operations
The Bank of New York Mellon
07.2019 - 08.2021
- Assessed daily accounting reports, ensuring consistency in client holdings.
- Updated operational procedures, achieving 98.84% accuracy in preparation of corporate action events.
- Led training initiatives, bridging the knowledge gap among peers.
- Interpreted corporate event terms from public offering prospectuses.
Education
MBA - Finance
John Carroll University
University Heights, Ohio05.2024
Bachelor of Science - Finance
John Carroll University
University Heights, OH05.2019
Skills
- Critical Thinking
- Business Acumen
- Oral and Written Communication
- Leadership
- Client Servicing
- Microsoft Office
- Relationship Building and Networking
Timeline
Senior Associate, Financial Services Consultant
Klynveld Peat Marwick Goerdeler (KPMG US)
04.2024 - Current
Vice President I, Asset and Liability Management
The Bank of New York Mellon
10.2022 - 03.2024
Senior Analyst, Investment Management Operations
The Bank of New York Mellon
09.2021 - 09.2022
Analyst, Investment Management Operations
The Bank of New York Mellon
07.2019 - 08.2021
MBA - Finance
John Carroll University
Bachelor of Science - Finance
John Carroll University
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