Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Christopher Rubano Jr.

Pittsburgh,PA

Summary

Professional with proven track record in finance and risk assessment. Adept at conducting detailed collateral evaluations and mitigating financial risks through data-driven decisions. Known for fostering team collaboration and delivering reliable results under changing conditions. Skilled in financial analysis, risk management, and stakeholder relations.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate - Client Processing Representative

Bank of New York - Mellon
08.2023 - Current
  • Issued and settled bilaterally traded margin calls on behalf of multiple clients, ensuring timely and accurate processing in line with bank protocols.
  • Solely responsible for the accounting reconciliation of Cleared OTC cash trade portfolios and bilateral treasury outages, maintaining accuracy and compliance.
  • Took primary ownership of disputed margin call resolutions, and developed the benchmark process now adopted across several client accounts.
  • Engaged professionally with clients, brokers, and custodian banks daily, fostering strong relationships and ensuring clear communication on margin call and collateral-related issues.
  • Assisted management in the development of strategies to optimize collateral utilization, enhancing the efficiency and performance of client portfolios.

Collateral Operations Analyst

Wiley Edge Onsite at Bank of New York-Mellon
06.2022 - 08.2023
  • Executed daily margin calls between clients and brokers, ensuring timely and accurate transactions in accordance with ISDA, MSFTA, SLA & CSA terms.
  • Performed daily reconciliation of collateral balance discrepancies, identifying and resolving issues to maintain accurate records.
  • Managed communication with clients, brokers, custodial banks, and internal teams, ensuring professionalism and responsiveness in time-sensitive situations.

Direct Support Professional

On Your Mark LLC
06.2021 - 01.2022
  • Enhanced quality of life for individuals with disabilities by providing compassionate and consistent direct support.
  • Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
  • Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.

Intern(Business Plan Team)

University of Mary Washington Center for Economic Development
03.2021 - 05.2021
  • Conducted research on similar business plans, creating detailed summaries to support clients in their strategic planning.
  • Collaborated closely with a partner to ensure tasks were completed effectively and efficiently, contributing to a smooth workflow and timely project completion.
  • Delivered high-quality work within deadlines, demonstrating strong time management and organizational skills.
  • Gained hands-on experience in business analysis and client support, contributing to the center's overall mission of economic development.

Intern

Equitable Advisors/AXA Financial
06.2020 - 08.2020
  • Gained hands-on experience in developing life-long financial plans tailored to clients’ specific goals and aspirations, learning the key principles of financial advising.
  • Acquired foundational knowledge of health and life insurance options, assisting in the analysis of various financial products.
  • Developed a personal dialogue and mission statement from the perspective of a Financial Advisor, strengthening communication skills and client relationship management.
  • Assisted in creating financial strategies and solutions to help clients achieve long-term financial security.

Intern

Benchmark Investments
05.2019 - 08.2019
  • Learned to interpret stock charts and futures, gaining valuable skills in technical analysis and market forecasting.
  • Worked directly on calls to prospective clients, contributing to customer outreach efforts.
  • Gained knowledge of alternative financial investments, including real estate (REITs), antique art, commodities, and more, expanding the range of financial products understood.

Education

Bachelors of Arts - Economics, Business Administration

University of Mary Washington
Fredericksburg, VA
05.2022

NYS Advanced Regents Diploma -

Monsignor Farrell High School
Staten Island, NY
05.2018

Skills

  • Margin call resolution
  • Collateral optimization
  • Trade settlement
  • Client communications
  • Process improvement
  • Crisis intervention
  • Detail orientation
  • Time management
  • Computer proficiency

Certification

  • Executive Educational Certificate in Banking & Business Operations - Columbia University


Timeline

Associate - Client Processing Representative

Bank of New York - Mellon
08.2023 - Current

Collateral Operations Analyst

Wiley Edge Onsite at Bank of New York-Mellon
06.2022 - 08.2023

Direct Support Professional

On Your Mark LLC
06.2021 - 01.2022

Intern(Business Plan Team)

University of Mary Washington Center for Economic Development
03.2021 - 05.2021

Intern

Equitable Advisors/AXA Financial
06.2020 - 08.2020

Intern

Benchmark Investments
05.2019 - 08.2019

NYS Advanced Regents Diploma -

Monsignor Farrell High School

Bachelors of Arts - Economics, Business Administration

University of Mary Washington
Christopher Rubano Jr.