Summary
Overview
Work History
Education
Skills
Timeline
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Raymond Buckley

Bethel,CT

Summary

Dynamic AVP OTC Derivatives Analyst at Citi with expertise in data analysis and operations management. Proven track record in enhancing operational efficiency and client relationships, while implementing risk mitigation strategies. Skilled in Bloomberg Terminal, Markitwire/MarkitServ, SuperDerivatives, Excel etc. and adept at fostering collaboration across departments to drive project success.

Overview

12
12
years of professional experience

Work History

AVP OTC Derivatives Analyst

Citi
11.2021 - 02.2025
  • Managed projects efficiently, ensuring timely delivery and high-quality results.
  • Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
  • Developed and maintained strong relationships with clients, resulting in increased business opportunities.
  • Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
  • Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
  • Managed risk, pricing and hedging of variety of index derivatives products.
  • Implemented process improvements for the settlement of complex derivatives transactions, resulting in reduced operational risks and increased efficiency.
  • Assisted in the structuring of complex financial products to meet client objectives and manage risk exposure.
  • Reduced operational risks associated with trade booking errors by implementing robust pre-and post-trade controls.
  • Created and maintained precise and accurate models, charts and reports.

Wealth Management Associate

Morgan Stanley
11.2020 - 10.2021
  • Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
  • Implemented comprehensive financial plans for high-net-worth clients to optimize their portfolios.
  • Identified new business opportunities by networking and building strong relationships with potential clients.
  • Streamlined operational processes, significantly reducing turnaround time for client requests and transactions.
  • Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.

Reconnaissance Marine

United States Marine Corps
01.2013 - 01.2018
  • Assisted in the planning and execution of specialized operations such as raids or hostage rescue scenarios using acquired intelligence data.
  • Conducted comprehensive debriefings after each mission to identify areas for improvement and implement necessary changes in tactics or procedures.
  • Increased situational awareness by maintaining constant communication with command elements during mission execution.
  • Utilized expert knowledge in topography and map reading to navigate unfamiliar terrain accurately while minimizing detection risks.
  • Conducted covert surveillance operations for the identification of potential threats and ensured safety of military personnel.
  • Enhanced team efficiency by conducting thorough reconnaissance missions and gathering accurate intelligence data.
  • Operated advanced equipment proficiently, including night vision devices, GPS systems, and communication gear for successful mission execution.
  • Enforced strict adherence to safety protocols within the reconnaissance team, ensuring the prevention of accidents and injuries during operations.
  • Collaborated with fellow Marines to execute complex missions swiftly and efficiently under high-pressure situations.
  • Demonstrated strong leadership skills while overseeing reconnaissance teams, fostering a cohesive unit prepared to tackle challenging assignments.
  • Improved mission success rates through diligent analysis of gathered information and timely communication with command.
  • Upheld code of conduct and maintained professionalism in stressful situations.
  • Maintained awareness of subordinates' personal problems and shortcomings, supporting personal and professional growth.

Education

Bachelor of Arts - Sports Management

The Ohio State University
Columbus, OH
05-2020

Skills

  • Proficient in Bloomberg Terminal, MarkitServ, MarkitWire, SuperDerivatives, Oracle products, MS Office: Excel(Complex formulas), Word, Outlook, Powerpoint
  • Operations management
  • Channel management
  • Internal communications
  • Corporate communications
  • Operations oversight
  • Data analysis
  • Decision-making
  • Delegation
  • Policy development and enforcement
  • Data management
  • Client account management

Timeline

AVP OTC Derivatives Analyst

Citi
11.2021 - 02.2025

Wealth Management Associate

Morgan Stanley
11.2020 - 10.2021

Reconnaissance Marine

United States Marine Corps
01.2013 - 01.2018

Bachelor of Arts - Sports Management

The Ohio State University

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Raymond Buckley