Matthew Mailman
Summary
Creating inclusive environments for diverse middle office teams to thrive and deliver impactful results
Overview
15
15
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Credit Suisse
New York
01.2019 - Current
- Manage cross regional FX middle-office staff in New York and Raleigh, ensuring efficient operational service delivery for IB trading desks across Europe and the US
- Supervise and optimize run-the-bank trading, focused on P&L and Cash Position reporting for a wide range of financial instruments including FX Options, Spot/Forwards, Exotic FX Products, Allocations, Novations, and NPV's
- Deliver key metrics in line with agreed targets and risk tolerances, ensuring regulatory compliance from trade capture through clearing to optimize lifecycle management and controls
- Developed and implemented effective mitigation strategies for escalated issues and risks
- Promote product expertise to Business and Technology, enhancing operational processes and procedures
- Created procedures for processing complex transactions in the middle office environment
Emerging Markets & Global FX Middle Office
Credit Suisse
New York
07.2015 - 12.2018
- Captured and supported various financial products such as FX, Options, KnockIn/Out, NDF's, Clearing House, CME Firedrills, and TriOptima compressions.
- Implemented quality control measures for front office systems and FOBO queries
- Coordinated trade and system migrations
- Investigated and resolved queries from internal and external clients, Operations, Legal & Compliance, and Product Control. Duties included trade settlement, fail control, reconciliation of trade discrepancies, and client servicing.
Global Foreign Exchange - Operations Manager
Credit Suisse
New York
01.2009 - 12.2013
- Managed daily support for Interbank clients, overseeing over 40,000 FX and Option deals
- Managed daily support for over 20,000 FX and Option deals to assist Prime Brokerage clients
- Reconciled daily funding for cash management exceeding a billion dollars
- Created workflow charts, hyper knowledge manuals, and PowerPoint presentations to hire and train 14 new staff members in the North Carolina office
- Implemented Daily Pulse Monitoring to mitigate Market and Settlement Risk globally
- Created End of Day Risk Reporting for seamless Global handoff between Asia, Europe, and America
- Prepared month end reconciliation for profit and loss, analyzing Compensation, Fails, and Bank charges
- Created a real-time email help reporting system for EUR and GBP cash deals through development of an internal scoreboard
- Prepared analysis and summary for Cost per Trade, enhancing straight thru processing efficiency rate and daily trading volume
- Effectively managed transference of the payment services role to a centralized control team as well as deployment of roles to a third party vendor
Education
Bachelor of Arts -
Queens College of The City University of New York
Flushing, NYSkills
- Risk Management
- Adaptability
- Written communication
- Creative problem solving
- Teamwork
Accomplishments
- Credit Suisse RAVE Award - America's region top performer recognizing and valuing excellence
Certification
- McKinsey, New York Problem-Solving, Adaptability & Resilience
Timeline
Assistant Vice President
Credit Suisse
01.2019 - Current
Emerging Markets & Global FX Middle Office
Credit Suisse
07.2015 - 12.2018
Global Foreign Exchange - Operations Manager
Credit Suisse
01.2009 - 12.2013
Bachelor of Arts -
Queens College of The City University of New York