FATEMA MERCHANT
Email: ******.**********@*****.***
Mobile: 91-982*******
SUMMARY
* Motivated and driven markets professional with good understanding of
Banking and Finance Industry.
* Strengths include analytical, detail oriented, quick learner,
organized and good experience of working with multiple teams and
stakeholders, ability to work with ambiguous / undefined goals,
excellent communication and interpersonal skills.
* Strong Computer knowledge and Microsoft Office - Word, Excel,
PowerPoint, Access and Qlikview..
* Ability to perform tasks assigned independently or in a team
environment.
PROFESSIONAL EXPERIENCE
Barclays - Prime Services
March 2012 - To Date
Key Tasks:
* On-boarding clients for Multi Asset Class and managing the regional
client integration function to ensure on-boarding practices are in line
with regulatory changes (Dodd Frank and EMIR)
* Work Closely with KYC, AML, Credit, Legal and Operations teams to bring
Prime Services clients onboard. Good working knowledge of the Prime
Brokerage, GMSLA, GMRA, ISDA/CSA, MCA and FXPBA agreements.
* Work closely for clients who wish to trade India Offshore Derivatives.
* Work with executing brokers on the Futures and FX execution business.
* Assist traders to book Stock Borrows and Loans ensuring that Global
Master Securities Lending Agreements are in place and as per guidelines
of the Hong Kong Inland Revenue Department. Automated process on Qlikview
to improve process and reduce errors and timeline of tasks.
* Work Closely with Swap traders to open accounts and set up reporting
ensuring ISDA and MCA for client are in place.
* Set up Standard Settlement Instructions for Equity Clients.
* Periodic Management reporting for revenue generation from the Multi Asset
class Business.
* Work closely on daily CASS reporting.
Highlight: Migrated duties above to Mumbai from other regions.
Morgan Stanley
June 2011 -
March 2012
* Analyst in the EMEA Futures Team assisting set up of Futures trading
account opening and setting up of accounts for End of Day Reporting as
per FSA regulations
* Work closely with Client Services Representatives Client requests.
EDUCATION
CFA
Ongoing
* Level 1
University of Mumbai - Masters in Commerce
July 2012
University of Mumbai
July 2008 - July 2011
Bachelors of Management Studies - Majored in Finance and Econometrics
* Ranked 3rd in semester 1(December 2011)
* Ranked 3rd in semester 2 (April 2012)
* Highest scores in Industrial Law and Foundation of Human Skills
Languages: Engish, Hindi, Marathi, Gujrati, Spanish (Conversational)
EXTRACURRICULAR
* ATCL Diploma in Effective Communication and Speech and Drama - Trinity
College London- http://www.trinitycollege.co.uk/
* Initiated Project Reach with Barclays Colleagues to work with HIV
Positive Kids.
* Part of the Prime Mumbai Events Committee at Barclays to organize
management and philanthropic events for the team.
* Part of Echo a quarterly departmental Magazine at Morgan Stanley.
* Participated in NGO - Red Bus to tutor street Children for daily school
work.