Delivered enhanced client service daily for 20+ investment managers for operational derivative activity to help instruct and settle derivative related cash, OTC swap trades, PPO and net wire options, non-deliverable and netting FX’s, and deliver/receive vs. free security trades.
Reconciled cash and security breaks daily between derivative custody and accounting platforms while working with internal trade capture teams, clients, investment managers, brokers, and processing teams to ensure BNY custody and accounting is accurate for client reporting.
Lead a month end reconciliation process for a highly-sensitive BNY client ensuring all special processes were followed and accurately reflected between accounting and custody for their unique account structure.
Uploaded failing Cash, Security, Option, Internal transfers, and Not in Bank Excel trade reports via Alteryx to assist with BNY’s PowerBI tracking of all failing derivative movements.
Responsible for monitoring client accounts and analyzing client data to identify trends and opportunities for improved service delivery.
Migrated 60% of investment managers’ methods of instructing derivative trading to SWIFT, sFTP, and FpML.
Trained teammates in cross-desk functionality serving as a central resource for assistance and escalations.
Confirmed all exchange-traded and cleared derivative activity via a daily EOD check.
Human Resources Intern
State College Borough Engaged Scholarship Program
01.2022 - 05.2022
Collaborated with the Human Resources and Sustainability teams to successfully create, design, and recruit for a sustainability internship role with the State College Borough using Excel, and Tableau to track and present data for hiring.
Education
Bachelor of Science - Labor And Human Resource Managment
Pennsylvania State University
University Park, PA
12-2022
Timeline
Derivatives Analyst
BNY Mellon
02.2023 - Current
Human Resources Intern
State College Borough Engaged Scholarship Program
01.2022 - 05.2022
Bachelor of Science - Labor And Human Resource Managment
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)