Matthew A. Lowe
Miami,FL
Summary
Motivated and results-oriented financial professional with over 7 years of experience in diverse financial operations roles. Brings a deep understanding of US Treasuries, corporate bonds, and a wide array of financial products, combined with a proven track record in process optimization and strategic project management. Aims to leverage strong analytical skills, detail orientation, and collaborative abilities to contribute to and grow within a dynamic operations team.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Treasury Operations Officer
Amerant Bank
Miami, FL
07.2022 - Current
- Managed and executed Treasury fixed income trades, including US Treasuries, ensuring compliance with time constraints and maintaining critical client relationships.
- Designed and implemented processes, procedures, and controls for efficient and accurate settlement of capital markets transactions, reducing operational risk and costs.
- Handled Euroclear, FRB, and DTC Treasury fixed income trade execution and settlement.
Operations Associate
CV Advisors
Miami, FL
05.2021 - 06.2022
- Booked and completed transactions for fixed income, equity, cryptocurrency, and options trades.
- Implemented new processes using Excel and mail merge to enhance productivity and accuracy in wire transfers and capital calls.
- Managed equity plans for ultra-high net worth clients, ensuring suitability in investments.
Middle Office Trade Control Analyst MKTS
Bank of America
Charlotte, NC
03.2020 - 04.2021
- Specialized in handling credit default swaps, CDS index, Index tranches, and CDS options.
- Ensured accurate and timely trade processing, resolving risk and P&L issues effectively.
- Managed credit default events and liaised with front office, back office, and clients for issue resolution.
Operations Analyst MKTS, Global Custody Services
Bank of America
Charlotte, NC
07.2019 - 03.2020
- Managed client and business partner escalation issues, ensuring adherence to process controls and regulations.
- Conducted detailed research and responded to domestic and international correspondence.
Trading and Client Services Representative
Ally Invest (TradeKing)
Charlotte, NC
01.2017 - 05.2019
- Assisted customers with complex trade orders, account maintenance, and inquiries.
- Part of the FX team, contributing to the successful merger transition from TradeKing to Ally Invest.
Staff Sergeant
United States Army
06.2006 - 10.2014
- Advised on chemical hazard preparedness and response; managed rigorous training for over 500 personnel.
- Oversaw logistics of inventoried material assets valued at $10 million.
Education
Bachelor of Arts - Business Administration (Expected Graduation 2024)
Johnson C Smith University
North CarolinaSkills
- Expertise in US Treasuries, Corporate Bonds, and various financial products
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- Proficient in process improvement and strategic project management
- Ability to work independently and multitask effectively
Certification
- Project Management
- Six SIGMA and LEAN in the Organization (Basic)
- Technical Transportation of Hazardous Material
- Radiation Safety Officer Certified
- Various Hazardous Materials and Incident Response Certifications
Software Proficiency
- Microsoft Office Suite (Advanced Excel Skills)
- Financial Platforms: Bloomberg, CashPro, ATCS, BOSS, GCAR, and others
Timeline
Treasury Operations Officer
Amerant Bank
07.2022 - Current
Operations Associate
CV Advisors
05.2021 - 06.2022
Middle Office Trade Control Analyst MKTS
Bank of America
03.2020 - 04.2021
Operations Analyst MKTS, Global Custody Services
Bank of America
07.2019 - 03.2020
Trading and Client Services Representative
Ally Invest (TradeKing)
01.2017 - 05.2019
Staff Sergeant
United States Army
06.2006 - 10.2014
Bachelor of Arts - Business Administration (Expected Graduation 2024)
Johnson C Smith University
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