Customer Service Management

SUMMARY

Highly skilled finance professional with experience in: analysis, report building and diverse financial and banking operations. Proven ability to work in a high paced environment and excel under pressure. Provided superior customer service and executive management assistance. Proficient in Microsoft Office and Outlook. In addition, I have worked closely on Bloomberg and Business Object.

EXPIRIENCE

Fidelity Investments, Jersey City, NJ March 2015 until today

Associate, Alternative Investments Product management – Consulting assignment

Analyzing and creating data reports to assist different members of the team.

Maintaining the communication to clients both electronically and through the mail.

Prepared historical Excel file containing data regarding asset`s remediation from 2010 till today.

Working with different groups within the Fidelity Alternative Assets department.

Preparing ad-hoc Excel reports as requested by the team.

Barclays Investment Bank, New York, NY October 2014 until January 2015

Analyst, Front Office Risk and Control, Supervisory Control Group – Consulting assignment

Analyzed and monitored the front office control systems and organizational structures.

Member of a global team, assisting and working closely with team members from Europe and Asia.

Prepared ad-hoc reports regarding supervisory structure (organizational charts) and control assignments.

Closely monitored missing controls to reduce errors in uploading controls to the system and fixing historically mistaken uploads.

U-bank LTD, Tel Aviv, Israel August 2010 to September 2013

Operational Risk Manager, Global and Domestic Trading

Monitored Israeli and global trading rooms and back offices for strict compliance with trading regulations.

Monitored the multimillion RVP/DVP activities. Initiated structured automated reports threw Business Object and Excel. The automated reports reduced reporting work hours by approx. 10 hours per week.

Built a relationship of trust with different members of the bank`s departments, resulting in improved internal audit results and close and nourishing working environment.

Discovered and corrected US $1M+ mistake in client stock opening to remedy the client`s portfolio.

Chaired risk and new products committee. Directed operational risk due diligence on new products and oversaw the implementation of committee recommendations.

Actively participated in the risk evaluation (KRI) of the Capital Markets Department.

Excellence Nesuah Brokerage Services LTD, Ramat Gan, Israel September 2007 to August 2010

Global and Domestic Securities Operations Officer

Monitored and recorded global and domestic capital market activity.

Recorded hundreds of capital market trades to clients’ portfolios, including short sales, splits and buy-ins.

Directed the domestic stock borrowing activity. Managed the stock inventory and reported the monthly profit to the executive management. Improved profit range by approx. 10%-15%.

Provided extensive client services such as inquiries regarding securities and tax liability.

First International Bank of Israel, Tel Aviv, Israel January 2006 to September 2007

Credit Control Officer and Analyst

Oversaw credit control and analysis for the capital markets department.

Assessed and determined acceptable levels of credit exposure of approx. 40 clients, based on assessment of credit and financial strength.

EDUCATION

Certificate in Financial Risk Management - NYU SPCS, New York; 2015

MBA in Finance; Bar Ilan University, Israel; 2010

BA in Economics and Management; Ben Gurion University, Israel; 2005

Links:

https://www.linkedin.com/in/yaelkatzdoliner

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