CAESON A. POTTER

**** ********** *****

Keller, TX 76244

917-***-****

acb783@r.postjobfree.com

SUMMARY

A highly motivated, team player with over 20 years of experience as a Diligent, Experienced Business

Professional with finely tuned interpersonal and communication skills with a strong background in Web

Content Management, Quality Assurance, Web Content Development, Capital Markets and Finance.

Excellent knowledge of Web Content Migration, Mobile Apps, Content Hierarchy, Operations, Trade

Execution, Affirmation, Confirmation and Settlement of Derivative Products. Well versed in Financial

Instruments, Web Content Migration, SDLC, Derivative Valuation, Swift, Bank Wires & Product Control.

My expertise also includes Pricing, Market Data, Vendor Relations, Corp Actions, Repurchase

Agreements, Global Equities and Bonds.

TECHNICAL SKILLS

HP Interwoven TeamSite, LiveSite, Media Bin, Idol Search & Site Publisher,

HTML5,XML,CSS,PERL,Javascript, Microsoft Visio & Office, Microsoft Word,

Sharepoint, Complex Excel Macros, V-Lookup, Pivot Tables, PowerPoint &

Outlook, Interactive Data Systems, DTCC, Markit, Portia, Oasys Trade Order

Management System, Bloomberg Trade Order and Allocation Platforms, Reuters,

Geneva, Euroclear, SQL & Telekurs.

EXPERIENCE

Accenture Interactive February 2012 - Present

Client: Citi Partner Retails Cards

Position Title: Sr. Content Management Analyst

Role:

• Lead Manager on Acquisition Partners Content development and implementation using the Autonomy

Teamsite Platform.

• Lead CMS Project Manager working with the ITPM, Business Architect, Business Analyst, Lead

Developers, Web Producer, Visual Vendor, Offshore Resource Team and Quality Assurance Leads to

ensure Proper Project Timeline and Defect Management.

•Ability to excel and thrive in a fast paced, complex Global Work environment. Management of all

Partner Specific Content, including all Visual elements provided by the Vendor via a Copy Deck produced

and managed by the Sr. Web Producer

• Recently completed the Mobile App Content Development for Tier 1 Partners Best Buy and The Home

Depot in both English & Spanish using the latest Citi approved CMS system via Autonomy Teamsite.

• Project based environment used to track all changes and updates via approved Business Guidelines.

• Tracked and logged all Software Development bugs using HP Quality Center and produced Trouble

Reports, Change Tickets and post Production Support work via the Production Support Team.

Ascent Services Group October 2011 - February 2012

Client: Franklin Templeton Investments

Position Title: Autonomy Interwoven Business Analyst

Role:

• Lead Analyst migrating Content from the Client’s Content Portal to the Autonomy Teamsite Content

Management System.

• Utilized the Business Requirement Document to produce Change Requests and communicate with

development team on future enhancements in the Autonomy Teamsite 7.2 environment.

• Creating, Editing, Updating and Publishing of Content using the Teamsite 7.2 environment, viewing and

tracking of updates on the Livesite runtime environment.

• Sitemap Creator and Manager of International Country Communications as they migrated content from

Source Portal to Autonomy Teamsite.

• Taxonomy Changes in Teamsite, as well as testing of new Pages and Components.

• Tracked and logged all Software Development bugs using HP Quality Center and produced Change

Requests accordingly.

Genpact – Headstrong Capital Markets January 2010 - September 2011

Client: Morgan Stanley Global Private Wealth Mgmt

Position Title: Autonomy Interwoven Business Analyst

Role:

• Web Content Migration project moving from the Client’s proprietary CMS system to Autonomy

Teamsite

• Client Facing role assisting the Business Authors in understanding the Autonomy Interwoven

Platform using Test Cases and User Acceptance Training.

• Lead CMS Migration Analyst defining usable Data Capture Templates and Data Capture Records in

which Business Content could reside within the future state.

• Creation of Taxonomy taxons and Metadata logic for Content Type searching

• Retrieval of external components using Java and XML.

Genpact – Headstrong Capital Markets January 2010 - September 2011

Client: MF Global

Position Title: Fixed Income Reference Data Analyst

• Responsible for Derivative & Fixed Income Reference Data project mapping Reference Data from the

Clients Proprietary platform unto a New Centralized Data Repository

• Responsible for Client Account Reference Data integration across the clients entire Client Base.(This

includes Institutional Clients, Retail Brokers, Correspondent Clearing, Non Brokerage and Client

Internal House and Suspense Accounts)

• Research, Analyze and Compose Technical Documents, Business Requirement and Functional

Specification Documents as they pertain to changing initiatives in OTC Derivatives as well as

existing Business Practices.

Bank of America/Merrill Lynch April 2008 – Dec 2009

Position Title: Senior Derivative Settlements Consultant

Role:

• Daily Confirmation & Analysis reconciliation of all Pre & Post settled Credit Derivative Trade

Agreements

• Daily Reconciliation of CDS, IRS, Swaption and OTC Derivative Break Report

• New Client Account SSI (Standard Settlement Instructions) and Wiring Instructions with Global Buy-

Side Institutional Client Base for all CDS & IRS Products

• Worked directly with the new Client Account team on validation of KYC(Know Your Customer) and

proper due diligence on Global Buy-Side Clients I-O for the firms Client Identification Program

• Daily Reconciliation of DDA Cash Swap Account related to Buy Side Clients I-O

• Direct Liaison for all OTC Credit Default Swap Trade Agreements on Buy Side Clients I-O.

• During Phase I of the Reconciliation Project, responsible for clearing all Archived Cash Breaks on

Buy Side Clients I-O before Year End Books were turned over to Senior Compliance & Regulatory

Group

• Worked with Senior Vice President to install Archived Cash Breaks Metrics that does not allow Cash

to age past Ten Business Day without the notification of Senior Management

Credit Suisse International September 2007 – Apr 2008

Position Title: Senior Structured Derivatives Consultant

Role:

• Daily Reconciliation & Review of all Derivative Products traded within Fixed Income Derivative

Product Control.

• Maintenance & Analysis of products which included: Rate Caps & Floors, Rate Corridors, IRS,Basis

Swaps, Swaptions, Spreadlocks & Euro One Touch Spreadlocks with Swaption Features.

• Direct liaison with Trading Desk, Sales Team & Middle Office to resolve all Derivative Control

discrepancies between ISDA documentation and Traders Excel driven macro sheets.

• Daily analysis & update of Trading Brokers Complex Excel Driven Macro P&L Sheets.

• Daily Reporting of Traders Excel Macro Sheets to ensure correct Profit and Loss Accounting based

on Mark to Market Accounting Methodology

International Fund Services June 2007 – September 2007

Position Title: Senior Global Maintenance Consultant

Role:

• Daily reconciliation of all product types (equities, fixed income, derivatives) on global maintenance

using Bloomberg, Reuters and complex excel macros.

• Research, analysis, updates and implementation of all clients held product types using SQL scripts

and formulas.

• Super-user functionalities - give users on global maintenance access to fund and client reporting,

opening and closing state street audit required test tracks.

• Direct liaison with vendors (Bloomberg, Reuters, IDC) on any pending global maintenance security

related discrepancies.

HSBC Alternative Fund Services March 2005 - June 2007

Position Title: Sr. Derivative Fund Analyst

Role:

• Daily Valuation of Derivative instruments using Geneva, DTCC & Fastval Valuation Accounting for

the MAN PLC Fund (a hedge fund consisting of Interest Rate Swaps, Total Return Swaps, Overnight

Index Swaps, Basis Swaps, FX Currency Swaps, Credit Default Swaps and Swaptions based on

Interest Rate Swaps

Trained and lead all staff on the utilization of Geneva from a valuation perspective on all derivative

based instruments including DTCC, term sheet documentation and broker provided spreadsheets and

documents.

• Input and priced all derivative, commodity, foreign exchange, equity and debt based assets on global

portfolio using DTCC confirms, Bloomberg, Reuters, FT Interactive Data and Solar Reporting

System.

• Processed and updated all Bloomberg and Reuters based price/FX reports on Solar Reporting Feed

program

The Bank of New York July 2002 - March 2005

Position Title: Sr. Operations Analyst

Role:

• Provided Trade Support for middle office to ensure adequate settlement of trades

• Researched Market Data & Relevant Trade data support to Global Custody Team using Bloomberg &

Reuters

• Maintained effective lines of trade communication with Portfolio Managers, Corp Actions,

Custodians, Global Accounting, Technology, and Trade & Middle Office Support.

• Data support in regards to asset set-up, resolution of client discrepancies, vendor feed support and

testing for software automation projects

• Corporate actions, reconciliation, interest accrual and interest maintenance of all relatable securities

using Bloomberg, Reuters and Interactive Data

UBS Private Asset Mgmt. November 2001 – July 2002

Position Title: Sr. Operational Analyst

Role:

• Researched, analyzed and processed all security related trades on Global Plus using Oasys OMS

Landmark and Portia Portfolio Management System

• Troubleshoot all Global and Domestic security set up and trade processing errors on Global Plus

• Month end analysis of all Global and Domestic Security Masterfile maintenance and pricing

maintenance using Bloomberg, Telekurs, Extel and Euroclear as primary vendor sources

JPMorgan Chase June 2000 – November 2001

Position Title: Repo Trading Processing Supervisor

Role:

• Developed Security Masterfile for Global Plus during Phase I and II conversions.

• Rewrote, analyzed & updated test cases for the front to back end usage of Security Masterfile on

Global Plus.

• Trained New York & Dallas personnel on Security Masterfile and Trade Processing during Global

Plus conversion.

• Wrote all front-end Security Masterfile procedures & Static Data for Global Plus.

• Spearheaded the entire Security Masterfile transition project from Titan System into Global Plus

during phase II conversions.

• As a Trade Processing Supervisor, inputted and reconciled GICS, SLGS, Commercial Paper and

Repurchase Agreements on Global Plus reporting directly to the Assistant and Vice President

• Inputted & Reconciled Repurchase agreements with Counterparty Brokers using collateral linked

trades on Global Plus.

• Reconciliation of GIC & SLG assigned DDA accounts by properly assigning principal and interest

amounts.

Brown Brothers Harriman February 1997-June 2000

Position Title: Security Masterfile Analyst

Role:

• Researched, Analyzed & Processed all security related trades on Brown Brothers Internal Bids Syste

• Troubleshoot all Domestic and Global Equity, Fixed Income and Derivatives Set up discrepancies for

Internal Private Wealth, Institutional and Custody Clients

• Month end analysis of all Security Masterfile trades on Traders Books using Bloomberg, IDC &

Reuters as primary vendor sources. Troubleshoot all domestic Equity, Fixed Income and Derivatives

Set up discrepancies for Internal Private Wealth clients.

• Month end analysis of all Security Masterfile trades on Traders Books using Bloomberg, IDC &

Reuters as primary vendor sources.

Fiduciary Trust Co June 1995-February 1997

Position Title: Sr. Swift Operator

Role:

• Researched, Analyzed and Processed all Swift Wires and Transactions to registered Counterparties.

• Troubleshoot all Banking Reconciliation Cash Breaks related to Swift, Chips or ABA Codes.

CIBC Oppenheimer Trust Co September 1993-June 1995

Position Title: Brokers Assistant Intl Trading Desk

Role:

• Researched, Analyzed and processed all Foreign Equity Broker Position Sheets.

• Troubleshoot all Foreign Equity Cash Breaks related to Broker’s Position Sheets.

• Liaison between High Net worth Private Clients and Trading Brokers on all Daily Trading Positions.

• Administer all Trade Reports and Trading Related News to Clients and Brokers on a Daily Basis.

Morgan Guaranty Trust Co June 1990-September 1993

Position Title: Sr. Swift Operator

Role:

• Researched, Analyzed and Processed all Swift Wires and Transactions to registered Counterparties.

• Processed all Swift, Chips and ABA related Transactions between Morgan Guaranty and Banking

Clients.

EDUCATION & CERTIFICATIONS

Associates Degree - Occupational Studies, June 1993

Bloomberg PC Certified, June 2007

Interactive Data Derivatives Course Completion, September 2003

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