ERIC GOETZ
Las Vegas , NV Mobile +1-702-***-**-**
***** *** *****: ****.*****@*******.***
Date of birth 02/04/69
Marital status single
Nationality French
Education
2005: Maitrise economie (VAE)
1997: Series 3 Licence in commodities, (New York, USA)
2000: Eurex qualification, (Commerzbank, Frankfurt)
Spoken/Written languages
Fluent French
Fluent German
Fluent English
Additional qualifications and computing skills
Professional training in Sales by Brossard (Paris)
Certificate of authenticity in the ELI of Syracuse University
PC proficient: good knowledge of all Microsoft applications
Summit, Bloomberg, Reuters 3000, Barclays Capital internal reconciliation, settlement, nostro and documentation systems. Rolf and Nolan. Clearstream, S&P Comstock (first quote) , SAP, MONTRAN, General Ledger IBS, FISS and FIFESII; BMC Remedy, Host, Fenics, Opics, Quality Centre, Prime trade and OpenLink / Endur
Work experience
Credit Suisse Zurich, Switzerland 03/06 –01/11
Lead Support1st/02nd Front application OpenLink/Endur precious Metals:
Key tasks such as logging and 1st level investigation of issues raised, escalation of issues to 2nd line and 3rd line support where appropriate
Business analysis of interactions between departments (Trading Floor, Middle Office, Risk management and Product Control) in order to increase synergies and develop innovative solutions
Intra-day / Morning Checks
Incident Management / Ownership
Front Office Support (Desktop, APM, Discrepancy Analysis, Interface Reco.. . )
Non-Front Office Support (Product Control, Middle Office, Operations, Position Keeping, Risk)
Release Support (Support Enhancement / Release)
Requirement Engineering (Specification / Req Gathering)
Team Rota / Support Cover
Training / Knowledge Sharing / Collaboration (User / Team)
Package Request / Client Release
Support1st Level Front application Front Arena, O3pro and WFS for Equity derivatives:
Responsibilities to respond to calls for assistance from business application users Equity Derivatives desk, Alternatives Investments desk, AMM desk
Key tasks such as logging and 1st level investigation of issues raised, escalation of issues to 2nd line and 3rd line support where appropriate
Close working relationship and communication regarding issues between both business and IT
Additional tasks to provide training to users for new applications
Business analysis of interactions between departments (Trading Floor, Middle Office, Risk management and Product Control) in order to increase synergies and develop innovative solutions
Equity Derivatives Product Control:
03-06-2008 until 01-06-2008
Produce and report daily, weekly and monthly P&L to traders and management, including providing necessary P&L commentary, reconcile reported P&L to underlying ledgers. For Equity derivatives.
Liaise with trading desk, front-office support, Market Risk Control, Operations and discuss and resolve ad-hoc issues concerning bookings, valuations, new business, strategy and other areas.
Review Equity Derivative Balance Sheet and perform valuation testing. Maintain the volatility surfaces for independent Product control
2006 implementation of new P&L and control tool within a new Ledger, identify errors and issues with the new reports and testing compare to the old systems
Keep abreast on changes in financial markets, accounting policies, and regularity requirements that are relevant within the area
Take initiative for process enhancement and provide ad-hoc assistance with systems upgrades or new project initiatives via User Acceptance Testing
Responsible for two students
Back up for SLB desk and Certificates.
Monthend process Price testing Equity Derivatives and SLB
Épargnes sans Frontières Nice, France 09/05 –02/06
6 months contract as a real Estate mortgages Broker:
Establish convention with all major French banks as (B.NP.;LCL,CIC,Caisse d’épargne,Banque Populaire Societe Général etc) in order to be able to deal with mortgages for private clients.
Point of contact with all the major French banks : (B.NP.;LCL,CIC,Caisse d'Épargne,Banque Populaire Societe Général etc)- arranging and negotiating mortgages agreement for private clients
Establishment of mortgage insurance conventions.
In-house Internet development and thorough Web process analysis. Organising and advertising for the best client search engines.
Advice and transaction of mortgages for private clients throughout France. Tailoring mortgages to individual requirements.
Process completion through to authorisation from the notaire
Barclays Capital Frankfurt, Germany 10/00 –08/05
Fixed Income Operations Control:
Reconciling Balance sheet accounts (Nostro Acc, Bond position, SSD, funding, Custody position
Swaps, Futures, Client, Accrual and Repo reconciliation’s through the entire cycle of transactions. Internal and external audit control.
Investigation and resolution of all failed trades and ad hoc sundry issues.
Control of all internal and external settlement processes.
Daily Funding preparation by book and individual instruments.
ISDA/Deutsche Rahmenvertrag Documentation regulations for Swap/Fixed Income transactions
Global liaison and communication with IT and project teams, aimed at streamlining and enhancing systems and procedural approach.
Production of the local M.I.S reporting statistics and month-end management reporting
Ensure independent local and cross border electronic banking payments for all entities, and assisting finance therein
Responsible for inter-company invoice administration, related payments, mismatch checks, journals and SAP book-keeping
Commerzbank AG Frankfurt, Germany 01/99 – 10/00
Specialist in risk management:
Risk Management Specialist serving German and Austrian clients
Monitoring and assessment of Options & Futures positions in Europe, US and Asian derivative markets. Accountable for and intermediary to 9500 clients.
Procedural control of cash, margin calls, csp, ccw
Reference for Seminar for Options & Futures
IT liaison, systems enhancement, procedural review
Client authorisation and advice regarding risk level and trading parameters.
Triangle LTD Zürich, Switzerland 10/97 12/98
An introducing broker
Trader of options & futures contracts on the European and US markets.
Trading through FCM ED & FMAN on the CBOT, CSC, CME, MATIF, NCN
NME, NYMEX and DTB.
Forecasting by fundamental and technical analyses.
American Futures Group New-York, USA 03/96 - 04/97
Global market trader:
Establishing contacts with individual customers and traders in commodities and
Futures, clearing orders to the French Market (Notional, CAC40).
Financial Consultants: Prospecting and sales of commodities
Eiger Europe Strasbourg, France 06/93 - 02/96
Introducing Broker:
Financial consultants: prospecting and sales of commodities, the production realised was $30,000 as a monthly average for individual new client
Head Manager: was promoted to group manager; then Head manager responsible for the supervision of eighteen financial advisers, the amount realised was $200,000 as monthly basis.
Account consultant: financial analysis, sale of futures and options on the Chicago Board of trade, New-York Mercantile exchange, the turnover realised was $150,000 as monthly basis.
Additional interests
Football, Skiing and Tennis
Theatre, Literature, Art
Economics, financial current affairs.
References supplied upon request.