STEFANO SGAMBELLONE
Emerson,NJ
Summary
Dynamic Middle Office Analyst with expertise in repo operations and trade settlement at Clear Street. Proven ability to optimize triparty processes and manage margin calls, enhancing liquidity planning. Strong analytical skills and attention to detail drive successful client communication and collaboration, ensuring accurate trade execution and risk mitigation.
Overview
4
4
years of professional experience
Work History
Middle Office Analyst, Repo Desk
Clear Street
New York, USA
06.2024 - Current
- Provide middle office support for repo trading activity at a fintech broker-dealer, ensuring accurate execution, settlement, and lifecycle management of trades.
- Facilitate daily margin calls with counterparties to manage exposure and maintain collateral sufficiency.
- Support trade settlement and post-trade processing, including reprices, pair-offs, and rerating of repo transactions.
- Perform triparty optimization and cash projections to support funding efficiency and liquidity planning.
- Track and reconcile daily wire activity to ensure timely and accurate cash movements.
- Act as a liaison between trading, operations, and counterparties to resolve discrepancies and minimize settlement risk.
- Utilize Bloomberg for client communication, repricing, and margin calculations.
- Fintech broker-dealer
Sales Intern
Prior Two IPO
Ridgewood, USA
06.2023 - 08.2023
- Assisted with secondary market transactions and client outreach.
- Conducted research on technology and AI-focused companies and presented summaries to the team.
Legal Assistant
Koch, Koch, Bennett & Buono, LLC
Kearny, USA
06.2022 - 08.2022
- Drafted and organized legal documents and performed research to support active cases.
- Assisted attorneys with municipal court responsibilities and client matters.
Education
Bachelor of Arts - Economics
The Pennsylvania State University
University Park, PA05.2024
Skills
- Repo operations and trade settlement
- Margin calls and collateral management
- Triparty optimization and cash projections
- Trade repricing and pair-offs
- Daily wire tracking and reconciliation
- Bloomberg terminal proficiency
- Broadridge SFCM expertise
- Financial analysis and business fundamentals
- Excel and Microsoft Office skills
- Google Workspace applications
- Research and analytical skills
- Client communication and team collaboration
- Attention to detail and confidentiality handling
Licenses And Registrations
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Uniform Securities Agent State Law
- Securities Industry Essentials (SIE)
Timeline
Middle Office Analyst, Repo Desk
Clear Street
06.2024 - Current
Sales Intern
Prior Two IPO
06.2023 - 08.2023
Legal Assistant
Koch, Koch, Bennett & Buono, LLC
06.2022 - 08.2022
Bachelor of Arts - Economics
The Pennsylvania State University