Sales Project Manager
Resume:
James M. Molinelli
***.*********@*****.***
** ********** *****, *******, *** Jersey 07067
Capital Markets professional with a thorough understanding of Fixed Income
trade flow process, advanced analytical, organizational, training, and
mentoring skills, and confidence utilizing electronic trading and pricing
applications. Able to build and maintain internal and client
relationships, develop and implement process improvement tools, and
communicate effectively with international markets.
PROFESSIONAL EXPERIENCE:
CREDIT SUISSE, New York, New York
Client Onboarding
Oct 2009 - Present
. Transition prospective Fixed Income and Equity clients to approved
status while meeting all USA PATRIOT Act obligations.
. Obtain any and all counterparty documentation needed to determine
account structure and ultimate beneficial ownership.
. Present all docs and manage the advancement of requests through the
Legal, Documentation, and Reference Data milestones.
BARCLAYS CAPITAL, New York, New York
Aug 1998 - Dec 2008
Project Manager / Business Analyst - Americas Operations
Jan 2006 - Dec 2008
. Participate in projects for Reference Data, Operations Control
(migrating roles to Singapore), Operations (Fails Mgmt System).
. Document project benefits and risks, participate in the prioritization
process, perform/oversee user acceptance testing (UAT).
. Audit and update procedures, implement efficiency improvements, look
for areas requiring development or enrichment.
. Manage and resolve complex issues not categorized as daily
responsibilities, including validating the results of IT development.
Sales Assistant Manager - Emerging Markets and Foreign Exchange
Nov 2003 - Jan 2006
. Interview, train, manage, and appraise two Emerging Markets and two
Foreign Exchange sales assistants.
. Create, implement, and periodically update a list of daily
responsibilities and procedures in order to address team weaknesses.
. Execute all the tasks required of a sales assistant while offering
guidance, direction, and leadership to subordinates.
Sales Assistant - HY, US Credit, then Emerging Markets (sales & trading)
Fixed Income Aug 1999 - Nov 2003
. Confirm, allocate, and address unmatched and failing cash, repo, loan,
FX, and derivative trades with various counterparties.
. Validate the existence of an ISMA/ISDA and coordinate with the client
and Legal to expedite the negotiation process.
. Assist in the production and analysis of a sales credit and trade
volume management report which served to set sales targets.
. Provide sales coverage to a group of smaller clients as part of the
strategy to increase flow and exposure to EM clients.
Stock Record Development
Aug 1998 - Aug 1999
. Organize and control holdings data, produce and distribute a box
reconciliation break sheet, and insure break resolution.
. Direct a team of consultants responsible for developing a fully-
automated box reconciliation, as required by the Fed.
CITIBANK NA, New York, New York
Trading Assistant - Emerging Markets Fixed Income
Dec 1996 - Aug 1998
0. Confirm cash and repo trades, reconcile positions, and resolve and
report all position and P&L variances.
1. Collaborate with global settlements, corporate actions, and the US
Treasury funding desk when resolving fails and other issues.
2. Orchestrate the end-of-day valuation of all positions and perform next
day rate reasonability analysis.
OPPENHEIMER CAPITAL, New York, New York
Institutional Account Service Manager
Apr 1996 - Dec 1996
3. Train and manage the daily operations of two account service
representatives and provide encouragement as needed.
4. Collaborate with performance analysts in resolving equity (mostly) and
fixed income portfolio performance issues.
Institutional Account Service Representative
Sep 1994 - Apr 1996
5. Interact with custodians and brokers in order to settle equity trades
and investigate portfolio discrepancies.
6. Coordinate with Client Services establishing Taft-Hartley, corporate,
and high net worth client portfolios.
OFFITBANK, New York, New York
Reconciliation Administrator
Oct 1993 - Sep 1994
. Reconcile fixed income transactions and positions on a daily and
monthly basis and distribute variances for resolution.
COMPUTER SKILLS: Microsoft Office (Excel {VLOOKUP, etc}, Outlook, Project,
and Word), Broadridge.
EDUCATION: William Paterson University, Wayne, New Jersey
Bachelor of Arts, Dec 1992 - Major: Communication
LICENSES: Financial Industry Regulatory Authority (FINRA) - Series 7
and 63, Spring and Summer 2000.
References provided upon request.
Contact this candidate