Analyst Front Office
Resume:
CYRIL L. JOSEPH
* ******* ****, ******, ** 06897 • PHONE 203-***-**** • E-MAIL *****.*******@*****.*** Professional Experience
BRIDGEWATER ASSOCIATES, Westport, CT
Data Ops./Systems Manager April 2019 – August 2020
Managed a team of Operations Associates to implement and further evolve the oversight metrics, increasing coverage from 40% to 90% within 18 months.
Assembled Business Oversight Operations team; supporting broad performance oversight and reporting to enable the CEO and Board of Directors to effectively manage across all areas of the business (Front Office, Back Office, Support functions, etc.).
Routinely partnered with Company’s Core Investment leadership and enablement functions to define business outcome metrics in key areas.
Instrumental role in developing and implementing cross-functional/operational best practices (process documentation, SLA’s, monitoring, data governance, etc.) both internally and in partnership with diverse stakeholders across the firm.
Reduced cycle time for firm-wide reporting from 15 days to 1.5 days, while also reducing associated costs by 50%.
Partnered with the Product & Technology teams to develop & expand product offerings for key customer groups – partnering from ideation to operationalization and delivery. Finance Security Operations Officer June 2018 – April 2019
Independently managed all of Finance Security ensuring optimal day-to-day operations, reported directly to CFO.
Tracked and validated physical personnel and technical security controls are implemented correctly and operating as intended.
Generated metrics, reports and presentations to CFO synthesizing Finance security hygiene and open risk.
Ensured department security policies/standards are upheld and up-to-date.
Communicated policies/standards to employee population, routinely educating on the individual level and department level.
Managed and providing guidance on permissions and access changes.
Assisted/closed gaps relating to security vulnerabilities and managing security incidents.
Executed on select security projects.
Risk and Controls Associate June 2018 – April 2019
Developing Risk and Controls reporting for senior stakeholders.
Building and overseeing processes to ensure controls are designed and operating effectively.
Identifying areas of risk/gaps in coverage recommend solutions to control gaps. Senior Procurement/Sourcing Associate January 2014 – June 2018
Provided strategic sourcing guidance for Client Service, Core Management in professional services, management consulting and IT hardware/software purchases for large hedge fund.
Managed micro team of purchasing analysts with oversight and ultimate approval of all matters relating to sourcing and related activities.
Routinely defined sourcing strategies for commodities across the enterprise.
Oversaw procurement contracts during inception of Bridgewater China. Page 2 of 3
Comprehensively analyzed spend, supplier information and performance data to identify strategic opportunities across a federated business model.
Calculated performance metrics and KPI.
Collaborated with key internal stakeholders regarding the approach to sourcing, commercial terms, vendor management and negotiations.
Maintenance of procurement deals, tracking/maintenance of software renewals, PO entries, daily invoicing, reconciliation and settlement of services and goods invoices. HERAEUS PRECIOUS METALS, New York, NY
Operations Specialist July 2013 – September 2013
Scheduled precious metals domestic and internationally via truck, air, storage and pool account transfer.
Oversaw daily inventory, physical and financial trade entries. Collateral/margin calculation, payments/prices updates.
Handled settlement and payment of physical shipment invoices / storage invoices.
Generated and confirmed physical trade contracts. RWE TRADING AMERICAS, New York, NY
Financial/Physical Coal Associate November 2011 – March 2013
One of 15 employees hired under the RWETA US-operation (set up as a platform to expand American trading activities under Global/German-based RWE Supply & Trading subsidiary).
Oversaw coal-related trading activities and settled trade operations.
Handled monthly reconciliation for trade, inventory and invoicing.
Managed physical and financial trading checks and invoicing for physical barges and rail movements.
Communicated daily with London and Swindon associates.
Settling monthly swaps, collateral, margin and cleared accounts.
Daily margin calculations for physical & financial collateral.
Drafting and confirming physical trade contracts.
Weekly PLATT’s prices updates and curve reconciliation.
Acted as scheduling backup for Logistics (scheduled barges, rail, domestic and international vessels across Rotterdam and US).
JPMORGAN VENTURES ENERGY (formerly Sempra Energy Trading), Stamford, CT Financial/Physical Oil Analyst November 2008 – November 2011
NGL scheduling backup – Scheduled monthly NGL bookouts and inventory of storage.
Physical Fuel Oil Analyst – Invoiced fuel oil deals for storage and freight moves.
Physical Plastics Analyst – Responsible for contracts / invoiced product purchases and sales.
Physical Clean Products Analyst – Responsible for contracts / invoiced on the Colonial Pipeline and Buckeye Pipeline moves. Barge contracts and invoicing. Book-out invoicing.
Physical Exchange Business – Monthly invoicing with exchange partners and reconciled past-due balances.
Maintained spreadsheet models by partner / pricing product pulls in accordance with to contracts. Calculated re-grade cost paybacks per invoicing. Truck pull invoicing.
Physical Rack Business – Weekly invoicing of rack pulls for time periods at storage terminals.
Physical Coal Analyst – Booking/reconciling trades, contract, movement invoicing of rail and freight.
Physical WTI Analyst – Booking/reconciling trades, contract, movement invoicing.
Physical NGL Analyst –Booking/reconciling trades, pricing, contracts, movement invoicing.
Financial Swaps Analyst – Booking/reconciling trades, contracts, invoicing, settlement, pricing.
Experienced with trade Capture, SRA.
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OPHEDGE INVESTMENT SERVICES, Rye Brook, NY
Operations Analyst June 2008 – October 2008
Oversaw daily trade entries and reconciliation for multiple funds.
Managed trade capture/approval and booking.
Communicated directly with funds and external parties to confirm, book, and reconcile trades.
Ran end-of-day reconciliation reports to match with internal and external systems.
Break resolution between counterparties/brokers and funds. YANNIX CAPITAL, Wilton, CT
Trading Analyst/Operations Associate February 2008 – June 2008
Day & overnight trade entries.
Trade reconciliation.
Daily P&L reporting
Partnered with Clearing Broker to maintain daily positions, trades, limits and OTC positions.
Generated daily position reports.
EDUCATION
Manhattanville College, Purchase, NY
Bachelor of Arts in Finance, December 2008
Major: Finance
Minor: Music
CERTIFICATES
Portfolio Management from New York Institute of Finance FINRA Series 7 & 63 Licensed (expired)
Computer Skills
Proficient with Excel and Microsoft Office Suite, SQL, SAP, Workday, Bloomberg. Language Skills
Conversational in Hindi and Tamil
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