Sales Service Representative
Resume:
Elizabeth M. Ameen
Brooklyn, New York 11230
**************@*****.***
EXPERIENCE:
CONSULTING ASSIGNMENTS August 2009 – April 2014
MORGAN STANLEY, New York, NY
E-Commerce Client Service Representative
• Acted as a primary point of contact for all FX e-trading platform onboarding, queries and issues, from external clients and internal
users of our various platforms, and from sales coverage of those clients
• Responsible for onboarding internal users and clients for electronic trading of FX with Morgan Stanley, and the ongoing support of
those clients
• Onboarded clients to FXEM specific platforms (both proprietary and third party) such as Matrix, Passport FX, FXALL,
FXConnect, Bloomberg, 360T and direct FIX API connections to clients
• Handled ancillary onboarding support such as implementing Reuters RTNS STP
• Resolved risk and technical issues by communicating with sales coverage, the trading desk, product experts and/or the back office
BARCLAYS CAPITAL, New York, NY
Barx E-Commerce Client Onboarding/Sales Assistant
• Acted as a single point of contact for onboarding all Fixed Income clients and accounts to the firm
• Liaised between Sales & Trading, Credit, Legal and KYC to set up all ISDA, GMRA, MRA and FX Agreements
• Developed customized documentation packages based upon the desired products to be traded and review any existing account
documentation
JP MORGAN CHASE, New York, NY
Equity Trade Support
• Provided all aspects of daily support services to Cash Equity Trading Desks; which includes Listed Block Trading, OTC Market
Making, Global Asia Trading, Canadian Single Stock & DMA Desks, Latin America, Risk Arbitrage, Preferred, European and the
Electronic Client Solutions Trading Desk
• Partnered with traders, technology, financial control and P&S to resolve all position and transaction reconciliation with hands on
resolution across all relevant systems
• Liaised with Settlements teams around the globe regarding local market trade activity and ensure timely settlement of trades carried
out by NY traders in International markets
•
GOLDMAN SACHS, Jersey City, NJ
Equity Sales Support
• Booked, confirmed and reconciled over 100 trades for Domestic and International Equities on daily basis
• Researched and followed up on daily fails; coordinated with settlements to resolve any issues (i.e. price, settlement and
confirmation discrepancies)
DEUTSCHE BANK, New York, NY February 2007 - January 2009
Sales Support/Trade Capture, Cross Rates Sales Desk
• Provided comprehensive sales support and trade capture on a multi-billion dollar institutional sales desk
• Booked, confirmed, and reconciled trades for Interest Rate Swaps, Swaptions, Options, Caps and Floors, UST Bonds, Corporate
Bonds, Munis, MBS Pass Thru’s, Agency, NON Agency CMO’s, Syndicate new issues, Commercial Paper, Repo’s (financing), and
Futures
• Coordinated booking of assignments in accordance with novation protocol
• Resolved any amendment requests and Product Credit issues for middle and back office groups
• Researched and followed up on daily bond fails and DK's; coordinated with settlements to resolve any issues (i.e. price, settlement
and confirmation discrepancies, interest claims, booking of conversions/redemption)
• Assisted in testing and implementation of system and process improvements for the banking systems
BNP PARIBAS, New York, NY February 2006 - January 2007
Trade Capture, Fixed Income Corporate Bonds
• Called clients to checkout of all Corporate bond, Muni, ABS and Syndicate customer trades and process necessary allocations in
Bloomberg
• Investigated trade and position breaks and provided daily reporting to traders, sales, management and operations
• Confirmed syndicate new issues, commercial paper and liquidity note transactions, ensuring timely counterparty and cusip set up in
all required systems
• Ensured accurate booking of all high yield, futures/options and treasury trades executed with various brokers throughout the day
ING FINANCIAL MARKETS, New York, NY January 2005 - January 2006
Treasury Analyst, Cash Management
• Liaised with Treasury traders for daily funding and determined liquidity needs
• Monitored daily cash position, cash concentration, short term investments and wire activity by utilizing various bank systems
• Executed all foreign currency activity, confirming foreign exchange trades and booking cash transactions
• Initiated electronic payments such as Fed Wires, ACH’s on a timely basis
CONSULTING ASSIGNMENT August 2004 - January 2005
MORGAN STANLEY DEAN WITTER, Brooklyn, NY
Settlements Analyst, Fixed Income
EDUCATION: Seton Hall Law School, Newark, New Jersey
Attended two semesters, Day Fall 2012 and Evening Fall 2013
Baruch College, Zicklin School of Business, New York, NY
Bachelor of Business Administration May 2003
SKILLS: Bloomberg, FXALL, 360T, FXConnect, Rumba, Markitwire, Proficient in Microsoft (Word, Excel and PowerPoint)
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