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Click here or scroll down to respond to this candidateCandidate's Name
Street Address EMAIL AVAILABLE PHONE NUMBER AVAILABLEWORK EXPERIENCEDelta Capita New York, NYAssociate Consultant April 2021 Present-Syndicated Loans services at Morgan StanleyCollaborate across the four internal team to close complex loan transactions and review Loan agreements and put the comments on the Loan trades that have issue.Build strong client relationships by responding external emails timely and provide critical thinking to prevent potential risks.Investigate and communicate with clients and different teams to resolve the cash breaks in the Loan IQ and other internal systems.Evaluate all loan documents to verify earnings, compliance, and organization to ensure 100% accuracy.Effectively identify and mitigate potential risks while ensuring continued compliance in Loan IQ with global regulatory requirements.-London Stock Exchange GroupFollowed the timeline for product document buildout and delivered content before each deadline.Communicated with the client back and forth with the needs of the product to ensure the product meets with the clients requirements.Presented the product to the client with the director and adjusted the product after the presentation per clients request.Delivered a full Financial Products Markup Language (FPML) Schema word document for the product that client asked to create.-Goldman SachsDrafted, confirmed, edited, and reviewed legal contracts for Foreign Exchange trades made between Tier 1 Investment Bank and its clients as well as any other transactions that may take place such as Novations (mergers and acquisitions), Deal Contingent Trades, custom, and Structured Instruments that bring a high profit to the firm.Worked with clients to identify efficiencies in Trade Confirmations and Documentation to reduce the needs for paper contracts and improve the clients experience and collaborate with global teams and stakeholders on legal language to ensure terms were defined wholly and correctly while all aspects of trades were accounted for in documents sent to clients.Performed quality assurance checks to ensure the accuracy of FX trade documents reviewed through a 4-eyes progress based on clients request.Supported client to successfully meet Foreign Exchange trades deadline, responded to their clients fast, remediated breaks, aged items in the system and escalated aged breaks to relevant teams or tech for clearance.Morgan Stanley Baltimore, MDForeign Exchange Operation Analyst June 2019 April 2021Team leader of internal analysts in the Foreign Exchange team ensure over $10B of daily trades are executed timely and accurately flowing through company financial statements, oversee and launch training product knowledge sessions and supervise performing assigned duties.Managed and stored raw data on Morgan Stanley internal platform, manipulate/mine data from database tables using SQL and store datasets from log files by writing scripts in SAP, uploaded completed financial reports on SharePoint.Master internal financial data extraction platforms to confirm positions/balances of various trading positions (ex. Futures, Forwards, Swaps and Options) and delivered quality ensured financial reports to vice present and complete trading requests.Imported high value data into financial reports on complex issues using SQL, Excel Pivot table. Reviewed and prepared Key Risk Identify (KRI) reports, drove FX capital planning and forecasting efforts to senior management teams using Excel, Tableau, Access.Collaborated closely with cash management and trading desks to identify over $50M of potential trade breaks through extensive statistical analyses. Provided critical thinking and solutions on failing trades by analyzing large set of data on trading analysis and resolve trade discrepancies for internal/external clients.Manage daily cash reconciliations including initiating wire transfers for North America operations across 30 currencies, investigate account variances, and improve process efficiency.M&T Bank Ellicott City, MDSenior Service Associate Sep 2017 Dec 2018Established and developed customer relationships through proactive outreach and follow up, opened new accounts, completed service requests, and submitted credit applications.Informed customers of self-service digital options and demonstrate them to customers. Proactively identified customer needs through database profiling and conducted sales-oriented conversations.Prepared and performed check runs, helped to resolve customer concerns and escalated issues as needed, and followed up to maintain clients relationships.Served as a risk leader, organized, and prepared monthly reports using Excel and Word for the team meeting.EDUCATIONUniversity of Maryland Baltimore County Baltimore, MDBachelor of Art in Business Technology Administration May 2018TECHNICAL SKILLSTableau Function: Cross Database Reference, Custom Dashboard, Data Virtualization, etc.Coding Skills: Ability to read and minorly edit simple script written in SQL and JAVA.Office Tools: Microsoft Office (Excel, SharePoint, Outlook, PowerPoint, Access, etc.)Excel Calculations: VLOOKUP, If, Concatenate, Array Formula, Find, Index, Search, SUMMIF, etc.STRENGTHKey Strength: Quick Learner, Flexibility, Communication Skills, Problem Solving skills, Time Management, Project ManagementLanguage Skills: Native Mandarin speak, read, and write. |
