Analyst Sales

Paul

Fombershteyn

_

**** * ** ** *** F** Brooklyn, NY 11229

Mobile: 917-***-**** ********@***.***

Objective: To secure a challenging role where I can leverage my current

knowledge and skills in order to contribute to an area within the company.

Work Experience

Sept 2010 - Present Barclays Capital Inc., Jersey City, NJ

Wealth Client Static Data Analyst

. Coordinates user acceptance testing for critical projects, including

the Client De-Duplication project and regulatory changes to support

the FINRA 2111 suitability rules.

. Manages incoming workflow queues for the team, delegating requests

amongst junior analysts within the team.

. Supports various stakeholders within the Wealth Business for account

opening and modification requests, building strong relationships with

various different branch offices and teams.

. Provides weekend support for onboarding new sales teams to the firm in

order to provide a seamless transition for the clients of our new

investment representatives. Assists with providing prioritization to

these new teams during their first two months with Barclays.

. Responsible for training 3 new joiners and 1 summer analyst over the

past 18 months.

Oct 2008 - Sept 2010 Barclays Capital Inc., Jersey City, NJ

Institutional Client Static Data Analyst

. Traveled to Glasgow to train new team to support offshore migration of

Account Opening and Maintenance tasks as part of Project Thistle.

Updated standard operation procedures to support the migration.

. Assisted with coordinating the migration of the legacy International

Equities business onto a new trading platform, which included working

from the London office and working in NY alongside the International

Equities Trade Support team. Coordinated the clean-up of 8,500

accounts to support the Cash Equities migration, with 7 analysts under

remit.

. Participated in user acceptance testing in building Assassin, a

central repository for creating and maintaining Standard Settlement

Instructions.

. Migrated active Lehman Brothers clients to the Barclays Capital

platforms, including legal entities, trading accounts, and standard

settlement instructions.

. Supported various stakeholders for their account opening and

maintenance requests, including Fixed Income, Equities, FX, OTC

Derivatives, and Prime Brokerage.

May 2005 - Oct 2008 Lehman Brothers Inc., Jersey City, NJ

Institutional Customer Account Servicing Analyst

. Opened and maintained institutional trading accounts for Equity, Fixed

Income, Foreign Exchange, Derivatives and various other products for

Lehman Brothers & Neuberger Berman.

. Assisted trade support with monitoring, researching, and resolving

trade related exceptions for the prevention of trade fails.

. Played the lead role on Derivative Entity Master account set up

including trade booking discrepancies due to legal entity issues,

Business vs. Trading Entity, and dispute inquiries by Credit.

. Utilized various industry-wide applications including ADP, GLOSS, DTC,

and ALERT, as well as internal applications.

. Implemented four-eyed check process for USD cash wire instructions in

order to mitigate risk when processing these transactions.

. Worked with IT and functional staff to identify and resolve system

related issues and define areas of opportunity including business

needs and program specifications.

Education

Sept 1999 - Dec 2004 CUNY Bernard Baruch College, Zicklin School of

Business, New York, NY

. Bachelor of Business Administration

. Majored in Finance and Investment; Alternative Minor in Economics

. Recipient of NYC Merit Scholarship

Additional Skills

. Microsoft Office, ADP, DTC, Omgeo Alert, Impact, Loanet, Global One.

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