Middle office controls

ADAM S. ZOGBY

New Hartford, NY ***** 315-***-**** *******@*****.*** linkedin.com/in/adam-zogby- PROFESSIONAL SUMMARY

Passionate recent graduate with successful completion of an MBA in International Business and year-long contract with HSBC in fixed income. Knowledge and experience on the optimization of complex digital transformations in finance has led to seek a development opportunity. Experience in underwriting, finance, research and development, and digital transformation pushes me to learn from a driven financial company. EDUCATION

St. Mary’s University - Twickenham England

Masters of Business Administration; International Business August 2020 St. John Fisher College – Rochester, NY

Bachelor of Science; Management Minor: Information Technology May 2019 EXPERIENCE

Control Analyst Fixed Income Derivatives August 2019 – August 2020 HSBC – Canary Wharf, England

• Middle Office Control team within Credit Derivatives & Emerging Market Interest Rates Derivatives business. Regions covered included: European Union, United Kingdom, and Hong Kong

• Responsible for checks and controls to ensure FI Derivatives trading is accurate in both front office trading systems and back office settlements systems. Detailed attention to meet regulatory requirements. (MiFID II, Dodd Frank, Mandatory Clearing, Blotter Checks)

• Developed optimization projects within TPM Control, working with management to streamline and enhance. Used databases TREATS and Murex to create daily transparency checks between systems to amend trades showing up on settlement date.

• Researched and developed projects within fixed income e-trading transformation, trustworthy data and the digital transformation, embracing automation and its efficiency. Marketing and Development Intern September 2018–December 2018 Bishop Kearney High School – Rochester, NY

• Compiled alumni research for donations using python and internal database system.

• Developed strategies for community engagement such as visiting local businesses to promote charities and events put on by the school.

• Planned and organized events within the Advancement Department for alumni and influential members of the community.

• Created and collaborated on marketing materials such as flyers, short videos, and posters. To create and organize these materials I used different database applications. Underwriting Intern June 2018 – August 2018

Philadelphia Insurance Companies – Philadelphia, PA

• Shadowed the analysis and process of underwriting a new business and learned about underwriting, marketing, and reinsurance in the insurance industry and took part in weekly seminars.

• Provided updates to clients on any renewals or disputes on policies.

• Researched, developed and presented a project to the office of the CEO for a new potential business market.

TECHNICAL SKILLS

Programing Python, CSS, HTML, JavaScript,

Software Murex, Sofis, TREATS, Global Calypso, Symphony Other MS Word, Excel, PowerPoint, Access, Zoom, & Outlook ACADEMIC RESEARCH

A critical analysis of the technology transformation in the fixed income space (40 page dissertation – MBA)

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