Assistant Data
Resume:
Keith Robertson
917-***-**** / *******@*****.***
PROFILE
Experienced professional with over a decade of experience as a Consultant in the Finance Industry. Respected by peers, managers, leaders and Professors for being proactive and collaborative. Interested in leveraging people skills, language proficiencies and personal drive into a position with an organization, that will allow for an optimum professional growth and career advancement.
PROFESSIONAL EXPERIENCE
03/2012- Current
Summit Security Services
DMV Compliance Monitor
Work in liaison with the New York State Department of Motor Vehicles to ensure that businesses providing drivers education services online or classroom settings act in compliance of New York State Laws.
11/08-10/2010
Solomon Page Group LLC (Consultant)
Office support assistant
Enter large amount of data into various data base systems accurately as needed by client
Answered telephone, processed mail and proof read documents for accuracy
Helped out with other office duties as needed by each client.
10/07-8/08
Merrill Lynch International (Consultant)
Documentation Specialist – Credit Derivatives Operations
New York, NY
Confirmed and Uploaded various Derivative Products on DTCC alleged against Merrill Lynch International, such as RMBS,LCDX TRANCHES,LCDX,ITRAXX EURO,ITRAXX JAPAN,EMERGING MARKETS, all DOW JONES CDX PRODUCTS and TRI-OPTIMA unwinds.
Assisted trading assistant with booking of trades in a timely manner to reduce risk to firm
Helped with the Reduction of aged population trades, to enhance firm standing with the Feds.
Worked closely with assigned counterparties to resolve all trade breaks accordingly.
Reported operational statistics on all credit derivatives trades that remained outstanding.
08/06-10/07
OLD LANE LP HEDGE FUND (Consultant)
Documentation Specialist – Credit Derivatives Operations
New York, NY
Trained new employees in the credit derivatives group to the confirmation review process and operational system
Reviewed all incoming CDS paper confirms, and rectified all discrepancies with counterparties.
Validated and uploaded on DTCC, all CDS products traded by OLD LANE LP, LOAN CDS, LCDX, EMERGING MARKETS, ABX, DOW JONES CDX, ITRAXX and BESPOKE single names.
Resolved all trade breaks, on a weekly basis with fund administrator.
05/05 – 08/06
HSBC BANK USA NATIONAL ASSOCIATION (Consultant)
Documentation Specialist – Credit Derivatives Operations
New York, NY
Managed various counterparties in maintaining a low amount of outstanding confirms.
Drafted CDS, CDX, ITRAXX and EMERGING MARKETS confirms.
Investigated and rectify discrepancies regarding confirmation agreements for both paper confirmations and DTCC breaks, working closely with the sales and trading desk.
Built an excellent relationship with my counterparties, enhancing HSBC image in the marketplace.
03/04 – 02/05
06/02 – 03/03
MORGAN STANLEY CAPITAL SERVICES (Consultant) New York, NY
Trade Floor Support
EDUCATION :
LICENSE :
Provided telephone coverage on trading desk.
Maintained daily calendars, scheduled appointments, meetings, conference calls and prepared travel arrangements.
Coordinated archiving of documentation, tracked, dispatched confirmation documents in Morgan Stanley’s program, IPI Scrittura, and scanned documents into imaging data base.
QUEENSBORO COLLEGE –BAYSIDE, NY
Associate Degree, Liberal Arts
NEW YORK STATE PRIVATE INVESTIGATOR LICENSE
Reviewed, analyzed, and executed confirmations of various fixed income products including credit default swaps and asset swaps.
Drafted credit derivatives unwind confirmations.
Chased outstanding credit default swap confirms from dealers and Hedge funds.
Coordinated archiving of swap documentation, tracked, dispatched swap confirmation documents in Morgan Stanley’s program, IPI Scrittura, and scanned documents into imaging data base.
Risk Mitigated trades verbally and via email spreadsheets.
Trained new employee in the credit derivatives group to the chasing process and operational system
SKILLS :
Excel, Word, Access, Lotus Notes, Calypso, Risk Mitigator, IPI Scrittura, STS, E-Ticket, DTCC, Turret Phones, Sierra,Markit Compliance Hub, Dreamweaver, Sophis,Geneva,
Aexeo, Bloomberg, Aurora, Integrated Documentation Suite Goldman 360, Open Image Scanning, Data Entry, Internet Research and Photoshop.
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