Aspiring Analyst with Multilingual Finance Background

Yves Akroma *************@*****.*** 917-***-****

SUMMARY

Proactive leader with a track record of executing complex treasury and financial operations while delivering accurate financial reporting and identifying risk mitigation strategies. Recognized for superior performance in driving process improvements and enhancing control frameworks in the operations/middle office space.Knowledge of letter of transaction. Proven records of providing superior service in financial operations with a background in Economics and Business Analytics from Fordham University and Montclair State University.

EDUCATION

FORDHAM UNIVERSITY, GABELLI SCHOOL OF BUSINESS New York, NY

Master of Science in Business Analytics 2021 - 2022

• Relevant Coursework: Database Management, Big Data Analytics, Data Mining

MONTCLAIR STATE UNIVERSITY Montclair, NJ

Bachelor of Arts in Economics 2016 - 2020

• Relevant Coursework: Statistics, Econometric, Technical communications, Analytics in service industry

EXPERIENCE

MORGAN STANLEY, New York, NY September 2024- May 2025

Compliance Analyst - International Equity Derivatives (Contract)

●Evaluated risks across international equity markets, including market, credit, operational, liquidity, and geopolitical risks.

●Monitored risk exposure of international equity portfolios to ensure compliance with internal guidelines and regulatory standards.

●Identified emerging risks and recommended mitigation strategies.

●Prepared detailed risk reports and dashboards for senior management and investment committees.

●Ensured adherence to the firm’s risk policies and investment limits specific to international equities.

●Collaborated with compliance teams to monitor regulatory developments affecting global markets.

●Worked closely with portfolio managers, traders, and research analysts to provide insights into risk factors.

●Collaborated with technology teams to improve risk monitoring tools and systems

●Leveraged advanced risk management software (e.g., Bloomberg, FactSet, or proprietary tools) to analyze and track portfolio risks.

●Ensured data integrity and accuracy for risk analysis and reporting.

●Used Bloomberg BVault and Nasdaq SMART for trade surveillance and risk release

CITIBANK, New York, NY September 2023- September 2024

Trade Support Analyst - Market Risk Controls (Contract)

●Responsible for Volcker governance controls and accuracy and completeness of Desk Mandate documents.

●Acted as an SME in respect to the Volcker Rule and ensuring compliance with the relevant standards and procedures.

●Reviewed newly approved products to ensure they are appropriately scoped.

●Partner with business, risk, finance, and legal stakeholders to monitor changes in business activity.

●Assessed Volcker implications and supported the business in ensuring Volcker compliance requirements are met on an ongoing basis.

●Perform UAT testing on a daily basis to implement new system enhancement.s

●Partnered with technology teams to develop sustainable solutions supporting the Volcker program including enhanced controls and streamlining/automation initiatives.

●Covered specific desks leveraging the Risk Mitigating Hedging (RMH) exemption including Documentation and analysis of the desks hedging strategies alongside Market Risk Management (MRM); Assessment of the effectiveness of the hedging program utilizing risk reporting tools; Quarterly review and assessment with business Senior Management and MRM.

●Provided an audit opinion on the processes and controls involved in submitting complete, accurate and timely Volcker Rule metrics to the Regulatory Agencies

●Delivered outstanding trade compliance monitoring

JP MORGAN CHASE, New York, NY March 2023- June 2023

Operations Analyst – Cash Network Management (Contract)

● Ensured deep understanding of and compliance with Legal and Regulatory requirements for all jurisdictions required by the Business and their clients.

● Identified risks and exposures impacting JPMorgan’s LOB’s, stakeholders, and other key cross-functional partners and working across partners and stakeholders to identify solutions and mitigants.

●Accountable for the delivery of agent bank change in assigned markets, identified via the DDQs (Due Diligence Questionnaire) and RFPs (Request For Proposal)

●Assessed SWIFT capacities and operational standard of agents through raising requests for NSAE 3402, SOC1 or SSAE 16.

●Represented Network Management in new business initiatives (NBIs), to evaluate and identify risks associated with new prospective engagements, products, or businesses.

●Accountable for management of crisis events impacting the covered markets, communicating, and coordinating activities across stakeholders and partners.

●Contributed to special projects and initiatives as needed as required and represented J.P. Morgan at Industry level.

BLACKROCK FINANCIAL MANAGEMENT, New York, NY January 2022- March 2023

Operations Analyst -Client Order Management (Contract)

•Analyst in the Cash Portal Service team part for the liquidity division of BlackRock overseeing 1 trillion dollars of liquid assets.

•Perform testing and kept track of the ongoing JIRA tickets.

•Responsible for the processing of trades through the My Orders and Cachematrix trading platforms.

•Monitored the creation of portfolio and ran eligibility check for the operations of these portfolios.

•Added CUSIPS to daily new account and portfolio in conjunction with the transfer agency BNY MELLON

•Collaborated with the different internal teams, especially with the liquidity center and the Client Order Management to provide institutional client outstanding support.

•Migrated data to the new trading platform (CacheMatrix)

•Led demos to client to explain the features of the My Orders trading platform.

•Ran SQL queries into the Aladdin infrastructure to extract relevant data concerning portfolios features such as trading schedule and wires (For discretionary accounts)

•Assessed daily yield for Blackrock fund such as LEAFs.

•Ran macros to keep track of the daily new accounts and account closure.

•Named among the top performers of May 2022 and January 2023 on the onboarding of Purdue University and Ely LILLY

IBM, New York, NY May 2021- August 2021 Claim Specialist (Contract)

• Determined root cause of curtailed items and determine whether supplemental claim, client expense or loss has been incurred

• Reinforced claim payment status for unpaid, filed claims

• Updated system with pending, submitted, withdrawn and paid claim information

• Recommended improvements to established procedures and processes

PIONEER CREDIT RECOVERY Moorestown, New Jersey September 2020- May 2021 Customer Service Representative (Contract)

• Collaborated with the New York State Department of labor to give exquisite assistance in processing over 100 unemployment claims and benefits rate calculation

• Answered over 50 calls a day by dealing with sensitive information to deliver an adequate service

• Troubleshot customer inquiries with care while gathering detailed information and updating customer files

• Processed financial documents such as 1099s, 1040s, W-2, W-11 for benefits determination

• Investigated suspicious accounts subject to potential unemployment benefits fraud

SKILLS

•Communication skills (Verbal and Written)

•LinkedIn Excel Certification

•Languages: English (fluent), French (fluent), Spanish (Intermediate)

•Proficiency with MS Office (Excel,Word,Powerpoint)

•Experience with Aladin

•Financial Analysis

•Business Forecasting

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