Michael Rozelle
Norfolk,VA
Summary
Dynamic finance professional with a proven track record at CAPITAL GROUP COMPANIES, INC, and JPMorgan Chase, specializing in collateral management and equity trade support. Excelled in leveraging Excel VBA and SQL to enhance operational efficiency. Known for exceptional analytical skills and a keen ability to interpret complex financial regulations.
Overview
12
12
years of professional experience
Work History
Collateral Management Analyst
CAPITAL GROUP COMPANIES, INC
06.2024 - Current
Equity SMA Operations
CAPITAL GROUP COMPANIES, INC
06.2023 - 06.2024
SMA model change processing
Local line to ADR conversion analysis
Regulatory ownership processing
Collateral Management Analyst
CAPITAL GROUP COMPANIES, INC
11.2018 - 06.2023
Initial and Variation Margin
Lifecycle management
ISDA and MSFTA research and interpretation
Aladdin coding and documentation
Equity Trade Processing and Settlements
CAPITAL GROUP COMPANIES, INC
08.2017 - 11.2018
Domestic and International trade capture
Domestic and International trade settlement
Fail reporting metrics and KPIs
Prime Brokerage Middle Office
JPMorgan Chase
06.2015 - 06.2017
Equity and fixed income trade support
Corporate action processing
Swift and fix implementation
Client file review and processing
Government P&S Trade Support
JP Morgan Chase
03.2013 - 03.2015
Fixed income settlements
Factor updates
Coupon and interest processing
Listed Derivatives Trade Support
Credit Suisse
06.2012 - 12.2012
Margin call processing
Education
Bachelor of Arts - Accounting And Finance
Lees-McRae College
Banner Elk, NC05.2012
Skills
Microsoft Excel
Excel VBA
Alteryx
SQL
Power BI
Power Automate
Timeline
Collateral Management Analyst
CAPITAL GROUP COMPANIES, INC
06.2024 - Current
Equity SMA Operations
CAPITAL GROUP COMPANIES, INC
06.2023 - 06.2024
Collateral Management Analyst
CAPITAL GROUP COMPANIES, INC
11.2018 - 06.2023
Equity Trade Processing and Settlements
CAPITAL GROUP COMPANIES, INC
08.2017 - 11.2018
Prime Brokerage Middle Office
JPMorgan Chase
06.2015 - 06.2017
Government P&S Trade Support
JP Morgan Chase
03.2013 - 03.2015
Listed Derivatives Trade Support
Credit Suisse
06.2012 - 12.2012
Bachelor of Arts - Accounting And Finance
Lees-McRae College
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