
Detail-oriented financial operations professional with expertise in trade life-cycle management and risk mitigation. Demonstrated success in optimizing post-execution trade processes to ensure timely settlement while reducing risk exposure. Strong analytical skills and proficiency in financial software enhance decision-making and operational efficiency.
Tableau visualization, Power BI, Microsoft O 365 (Word, Excel, Project, Visio, PowerPoint), Google (Docs analytics), Jira, Asana, Smartsheet, Mixpanel, VLookups, SQL (basic understanding), risk management (mitigation, assessment, operational, analysis), project management, and client service excellence
Data management, financial analysis, problem-solving, attention to detail, time management, organizational skills, adaptability, and flexibility, fixed income products (general understanding), trade allocation, confirmation processing, settlement, account opening, and onboarding