Kyra Jade Zambino
Staten Island,US
Summary
Diligent Assistant Manager with strong foundation in managing daily operations and team leadership. Proven success in optimizing workflows and enhancing customer satisfaction. Demonstrated expertise in problem-solving and strategic planning to drive team performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Assistant Manager
Scotia Bank
11.2022 - Current
- Deep understanding and knowledge of systems/platforms currently deployed in operating environment including Loanet, Equilend, Pirum, DTCC, Global One and Citrix Applications.
- Intermediate knowledge with VBA coding and SQL.
- Act as the main point of contact for all SBL returns from our various clients and counterparties.
- Maintain accurate position monitoring and effective communication with both front and back offices to ensure optimal book management.
- Work on contract compare and reconciliations between Scotia and 20+ different counterparties with fees, rates and dividends management across all regional trading books; timely communication to the front office to ensure accurate month-end fee reporting and minimal breaks is essential.
- Have a deep understanding of recall processing and regulations around buy in procedures ensuring potential exposures are covered and communicated to the trading desk to avoid default.
- Responsible for monitoring FO long positions and returning to the street in a timely and efficient manner as well as generating and distributing available short positions to the desk for cover.
- Advanced Excel (Pivot Table, V-Lookup, Macro, Data Analysis).
- Access (Query, Forms, Report) skills.
- FED Rate Changes - monitoring and updating SBL rates in line with FED movements.
Tax Operations Analyst
Acupay
06.2021 - 11.2022
- Support 15+ custodian banks in achieving smooth processing of tax relief requests for all their clients including entitlement monitoring and documentation management.
- Approve/Reject 144A-RegS transfers and RegS-144A transfers. Review Agent paperwork and medallion guarantee; monitor DWAC process to a completion.
- Act as a liaison with DTC Participants for trade submission and certifying position for DTC Participants (Barclays, Citibank, State Street, Northern Trust, etc.).
- Provide technical support to clients of our proprietary system Bondcom Intranet. Position tax eligible items will be recorded and posted.
- Use internal control reports to identify breaks, issues, and discrepancies. Escalate all critical items to management in a timely fashion to migrate risk and reduce losses.
- Develop and enhance operational procedures to improve training, controls, and overall supervision of day-to-day processes.
- Track Italian Yankee Bond submissions by clients till the completion of settlement. Information will be updated in spreadsheets daily and tracked accordingly.
Education
BBA - Business Administration, Finance and Informational Technology
SUNY Albany
Albany, NY05.2021
Skills
- Microsoft Excel
- Microsoft Access
- Python
- Citrix Applications
- Loanet
- Equilend
- DTCC
- Pirum
- Loanet ARMS
Certification
- FINRA SIE Exam Completion
- FINRA Series 99 Exam Completion
- Python Training Course Completion
Timeline
Assistant Manager
Scotia Bank
11.2022 - Current
Tax Operations Analyst
Acupay
06.2021 - 11.2022
BBA - Business Administration, Finance and Informational Technology
SUNY Albany
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