Post Job Free
Sign in

Management Sales

Location:
Newark, NJ
Posted:
January 21, 2016

Contact this candidate

Resume:

Sarah Park

**-** ***** ** *** *K FOREST HILLS, NY 11375 646-***-**** acs7j4@r.postjobfree.com

Experience

Barclays, New York, NY July 2014 to June 2015

Consultant, Relationship and Account Management

Managed and maintained agent bank relationships reviewing and updating account data within Network Management accounts database

Provided support to OTC Derivatives and Futures business in opening, maintaining and closing external securities and cash accounts ensuring all documentation is reviewed, executed and archived properly.

Ensured execution of deliverables by coordinating necessary correspondence, leading meeting with senior partners and collating all account data and research

Facilitated settlement and funding requirements across all Barclays entities

Liaised and acted as escalation point with Barclays service providers for the resolution of daily issues

Resolved any bank account setup or service issues both with internal infrastructure areas and externally with agents

Provided support for ad hoc requests and projects including externally driven regulatory requirements, account identification exercises, Audit, Compliance, Regulatory and Tax requests for account infrastructure

Completed ad hoc project assisting Collateral Management Team in reconciling accounts by liaising with Agent Banks requesting statements and confirmation of accounts.

Deutsche Bank Securities Inc., New York, NY December 2012 to November 2013

Consultant, Collateral Management

Performed enhancements to support central clearing of derivative deals including enhancing external client statements, handling multiple currencies and improving workflow

Worked with business and technology teams to identify, assess and document requirements for new technology applications

Completed testing on technology rollouts ensuring accurate flow of data on reports

Updated and documented procedures for purposes of training new employees and cross-training of current employees

Generated client statements for clients clearing trades at CME, ICE and LCH

Worked with internal departments to resolve all discrepancies

Produced and distributed ad-hoc reporting requirements to clients

HSBC Securities, Inc., New York, NY November 2008 to June 2012

Margin Manager, Collateral Management

Analyzed counterparty credit risk exposures and mitigated counterparty risk by detecting significant trade population and valuation differences

Issued and responded to daily margin calls in a timely manner in relation to firm's OTC derivatives, repo and reverse repo trading portfolio

Performed daily portfolio reconciliations using TriResolve to identify mark-to-market and independent margin differences

Coordinated and liaised with Risk, Sales, Product Control, Operations and Trading department to resolve disputes

Analyzed and resolved daily collateral breaks by investigating and liaising with counterparties and settlements team

Managed customization and distribution of valuation statements on a daily basis

Tested and supported additions of technology features for new technology rollouts using UAT test scripts; articulated issues and requirements in written form for production

Goldman, Sachs & Co., New York, NY October 2006 to September 2008

Consultant, Credit Risk Management & Advisory

Evaluated trading counterparties' risk profile in order to determine acceptable credit exposure level ensuring credit exposure is managed within the firm's risk appetite

Handled requests from Legal, Sales, or clients confirming entities have been approved and appropriate risk mitigants are in place prior to trading

Conducted due diligence on new entities by analyzing documentation and financials in order to approve and create credit terms and margin screens

Advised Legal of credit terms for inclusion in ISDA (International Swaps and Derivatives Association) and CSA (Credit Support Annex) agreements

Interfaced with Collateral Management to ensure the accuracy of the collateral process

Generated various reports on behalf of Dollar Options, Mortgage-Backed Securities, Sovereign, Funds Teams and Controllers; Reports include daily trading activity, exposure summary, and list of counterparties due for review

Eastern Funding LLC, New York, NY September 2003 to May 2006

Credit Analyst

Monitored asset based loans and commercial business loans up to maximum of $1M for each transaction

Prepared the appropriate credit package by conducting client interview, credit check, lien searches and state financial statement reviews

Drafted credit memorandums for underwriting approval and developed new loan proposals submitted by sales staff

Represented the company at trade show conventions and open houses to seek active outside business development with vendors and other referral sources

Education

University at Albany, State University of New York, Albany, NY

Bachelors of Science, Business Administration concentrating in Finance and Marketing, May 2002

Skills

computer: Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, and Access) and Bloomberg

Languages: Fluent in Korean; Conversational Japanese



Contact this candidate