JASON CURAU
Baltimore,MD
Summary
Dependable and detail-oriented professional adept at quickly identifying and resolving operational issues. Possesses excellent organizational, problem-solving, and communication skills.
Overview
3
3
years of professional experience
Work History
Operations Associate
Morgan Stanley
10.2022 - Current
- Responsible for processing principal payments, interest payments and commitment increases, for corporate syndicated loans where Morgan Stanley is a lender, that can reach over $10 million daily
- Deal Admin responsible for servicing and having front to back knowledge of 20% of the facilities under Morgan Stanley's Portfolio
- Reconcile trade and balance history with agent banks to ensure Morgan Stanley position is reflected properly and payments are processed correctly
- Reconcile differences between lender of credit balances and utilized fees on revolver facilities
- Integral Part of a task force in charge of resolving issues related to over 20 back logged top driver loans
- Trained and mentored 8 new team members, fostering a positive work environment and promoting professional growth.
Operations Analyst
Morgan Stanley
07.2021 - 10.2022
- Prepare, research, and settle up to 1,500 corporate syndicated loan trades and commercial bank loan trades daily, ensuring both counterparties and Morgan Stanley receive funding in a timely manner
- Perform and manage daily trade reconnaissance report to identify items that need to close to keep Morgan Stanley's and client's portfolio balances in line
- Research and resolve differences in cash and position reconciliations to satisfy both client and firm needs
- Created and Developed macro functions in Microsoft Excel to reduce the processing time of the team's daily trade reconnaissance report by 50%
- Optimized and rewrote daily trade recon procedure, reducing the manual by 20 pages
- Monitor escalations from clients, banks, and internal parties relating to past dues, trades, cash, interest, and fees.
Education
Bachelor of Arts - Data Analytics And Information Systems
University of Maryland, College Park
College Park, MD05.2021
Skills
- Microsoft Office
- SQL
- Microsoft VBA
- R
- Tableau
- Python
- Loan IQ
- Clearpar
Timeline
Operations Associate
Morgan Stanley
10.2022 - Current
Operations Analyst
Morgan Stanley
07.2021 - 10.2022
Bachelor of Arts - Data Analytics And Information Systems
University of Maryland, College Park