SHIVANI J. PATEL

JERSEY CITY, NJ ***** • 973-***-**** • adi3pm@r.postjobfree.com

TRADE MANAGEMENT ASSOCIATE with progressive experience succeeding in a fast-paced finance and investment trade environment by utilizing strategic communication, cross-functional coordination, and risk management. Detail-oriented problem solver with a proven record of establishing relationships with key stakeholders and driving business initiatives, enabling increased efficiency and accuracy for trade engagement, bolstering alignment, and ensuring domestic and global compliance. Dedicated leader adept at quickly understanding internal processes to oversee onboarding and training, supporting company goal achievement. AREAS OF EXPERTISE

ü International Trade Services

ü Strategic Communications

ü Operational Excellence

ü Risk Management & Mitigation

ü Finance & Accounting

ü Process Improvements

ü Relationship Management

ü Regulatory Compliance

ü Employee Training

PROFESSIONAL EXPERIENCE & ACCOMPLISHMENTS

Dunkin Donuts & Baskin Robbins Franchise – Paterson & Lodi, NJ 2015 – 2016 2018 – Present Director of Operations

• Coordinated with management-level stakeholders, directing strategic planning across all facets of retail business to sustain robust fiscal health, maximize gross profit margins, and optimize resource allocation.

• Managed a $2M+ store while providing leadership to five additional retail locations comprising marketing and advertising, cost analysis and control, budgeting and labor planning, profit and loss (P&L) ownership, accounting reconciliation, and oversight and training of ~40 employees per location.

• Oversaw supplier relationships and service line negotiations to secure agreements that optimize vendor costs. PGIM Investments – Newark, NJ 2016 – 2018

Fixed Income Trade Management Senior Associate 2017 – 2018

• Navigated a fast-paced environment supporting the Fixed Income Alternative business for foreign exchange (FX) products; utilized knowledge of international trading regulations to achieve deadlines, sustain key compliance, and mitigate risk.

• Evaluated trade terms between internal management and brokers/dealers while confirming tracking and review, in addition to processing the FX netting report according to trading activity.

• Opened and maintained strategic communications with Product Support, Portfolio Management, and Broker/Dealer while establishing key relationships to safeguard optimal service levels for supported funds.

• Trained new hires while contributing to continuous improvement focused on automation and streamlining. Fixed Income Operations Associate 2016 – 2017

• Drove ongoing communications with key internal and external stakeholders to conduct effective, timely trade administration involving regulatory compliance, research and error reconciliation, domestic and global trade confirmation, and cross-functional coordination that ensured operational alignment.

• Strengthened knowledge of value, risk, and growth potential of fixed income products while leveraging understanding and exceptional interpersonal skills to train new hires and earn three promotions in two years.

• Executed ad hoc projects to minimize risk exposure including implementing an automation that streamlined a third-party confirmation process and partnering with Data Management bolster BQL data integrity.

• Monitored daily asset-backed mortgages securities while supporting the Corporate and Money Market desks. Additional Experience: QualCare/Cigna, Financial Analyst – Client Funding Group EDUCATION Bachelor of Arts (BA) Minor in Economics – Rutgers University DEVELOPMENT CFA Institute of Investment Foundations Candidate TECHNICAL SKILLS MS Office Suite: Excel (V-Lookups, Pivot Tables), Word, Outlook, PowerPoint Bloomberg Aladdin SAP SWIFT

LANGUAGES Gujarati (Fluent) Hindi (Conversational) Spanish (Conversational)