Hi, I’m
Velmir Vejzovic
Jacksonville,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
years of professional experience
Work History
DWS Investment Management Americas, Inc.
Senior Operations Analyst Investment Operations
04.2019 - Current
Job overview
- Project manager for client events including launches, terminations, custody changes, mergers and name changes across different product groups.
- Lead support for coordinating launch of Municipal SMA products for municipal bonds team.
- Onboarding new and existing clients opening new accounts to be managed by DB (minimum 1 million in assets required).
- Leading conference calls with directors, front office investment professionals, vendors and operation teams.
- Working within tight timeframes to take each event to completion and accommodating client’s deadlines.
- Reviewing client and legal documentation assessing operational takeaways and impacts.
- Transferring millions of assets (cash and securities) across trading platforms daily following client directed trades.
- Simultaneously managing multiple projects and ad hoc requests in extremely fast paced and high-pressure situations.
- Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions.
- Identifying inter system breaks and coordinating with multiple lines of business to reconcile accounts daily.
- Ability to quickly learn and adapt to new systems and abrupt process changes based on business needs.
Deutsche Bank Group, Deutsche Bank
AML Compliance Officer
07.2017 - 03.2019
Job overview
- Involve with clearance, investigation and further escalation of various high-risk triggers such as PEPs, negative media hits, high-risk geography, and other factors based on research due diligence.
- Conducted Enhanced Due Diligence (“EDD”) reviews for various products/business lines on all new high-risk accounts.
- QA testing of KYC files, documenting any deficiencies/findings, and discussing these deficiencies/findings with AML Compliance Management; identified during QA testing.
Deutsche Bank Group, Deutsche Bank
Client Due Diligence
07.2016 - 07.2017
Job overview
- Know-Your-Client (KYC) analyst performing Anti-Money Laundering (AML) reviews on new and existing retail and institutional clients within DeutscheAsset Management.
- Assist in remediation efforts for 2016/7 AML rolling reviews, name list screening, and regulatory reporting to meet federal regulation requirements.
- Liaise directly with senior institutional relationship managers to collect required sensitive client information.
- Provide training on DB AML policies to relationship managers and client facing sales team to ensure required documentation is obtained without requiring multiple follow-ups.
- Classify clients from risk and regulatory perspective.
Community & Southern Bank - Formerly CertusBank
Relationship Specialist
07.2013 - 07.2016
Job overview
- Assisting customers in choosing services appropriately.
- Handle tasks of receiving and processing transactions by verifying required security.
- Perform responsibilities of maintaining cash drawer and balancing cash drawer on daily basis.
- Responsible for providing banking services to customers like money orders, certified checks, traveler's checks, official checks, safe deposit box access, etc.
Ameris Bank - Formerly Atlantic Coast Bank
Personal Banking Associate
10.2012 - 07.2013
Job overview
- Handled various accounting transactions and reconciliation tasks.
- Balanced daily transactions and reports.
- Successfully cross-sold products to new and existing customers. Helped clients establish new checking and savings accounts.
- Managed Card @Once; Machine responsible for assembling cards.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Education
Florida State College At JacksonvilleJacksonville, FL
Bachelor of Arts from Supervision Managment
05.2017
University of South Carolina - ColumbiaColumbia, SC
Associate of Arts from Business Administration
05.2012
Skills
- Project Leadership
- Attention to Detail
- Multitasking
- Integrity
- Management
- Dependable
- Energetic
- Critical Thinking & Problem Solving
Timeline
Senior Operations Analyst Investment Operations
DWS Investment Management Americas, Inc.
04.2019 - Current
AML Compliance Officer
Deutsche Bank Group, Deutsche Bank
07.2017 - 03.2019
Client Due Diligence
Deutsche Bank Group, Deutsche Bank
07.2016 - 07.2017
Relationship Specialist
Community & Southern Bank - Formerly CertusBank
07.2013 - 07.2016
Personal Banking Associate
Ameris Bank - Formerly Atlantic Coast Bank
10.2012 - 07.2013
Florida State College At Jacksonville
Bachelor of Arts from Supervision Managment
University of South Carolina - Columbia
Associate of Arts from Business Administration
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