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)
New York, NY
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
Pittsburgh, PA
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
Pittsburgh, PA
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
Pittsburgh, PA
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