Sarah Banning
Oxford
Summary
Track record of optimizing trade settlement processes and fostering strong client relationships. Demonstrated ability to resolve inquiries and discrepancies while ensuring accuracy, leading to increased client satisfaction and operational efficiency.
Overview
5
5
years of professional experience
Work History
Associate, Total Return Swap Trading Assistant
JP Morgan Chase
01.2024 - Current
- Cultivated strong relationships with 30 clients, facilitating monthly swap resets and analyzing gains and losses to support informed decision-making.
- Collaborated daily with traders to verify trade details before authorization and approval.
- Coordinated with collateral team on paydowns and PIK payments to ensure accuracy.
- Resolved client inquiries, clarifying statements to enhance understanding and satisfaction.
- Collaborated with data room team on restructures, improving project effectiveness and communication.
- Acquired extensive knowledge in client service and derivative components through hands-on experience.
Trade Services Specialist IV
JP Morgan Chase
Newark
08.2022 - 01.2024
- Executed closing procedures for loan trading documentation, ensuring accuracy and compliance.
- Facilitated trade setups following rigorous checks to maintain operational integrity.
- Collaborated on direct lending deals, addressing unique mechanics to optimize transaction effectiveness.
- Gained comprehensive understanding of loan trading and client service offerings across both markets.
Trade Lifecycle Specialist IV
JP Morgan Chase
Newark
05.2021 - 08.2022
- Managed daily settlement operations using industry utility for improved accuracy.
- Partnered with internal and external clients to confirm accuracy of transaction settlements.
- Resolved trade discrepancies to maintain operational integrity and enhance reliability.
- Settled diverse fixed income trades, ensuring precision in partial pair-offs for repo transactions.
Education
Bachelor’s degree - Business Administration, Economics
Wesley College
Dover, DE05-2021
Skills
- Data analysis
- Trade settlement
- Client management
- Communication skills
- Problem solving
- Operational efficiency
- Cross-functional collaboration
Timeline
Associate, Total Return Swap Trading Assistant
JP Morgan Chase
01.2024 - Current
Trade Services Specialist IV
JP Morgan Chase
08.2022 - 01.2024
Trade Lifecycle Specialist IV
JP Morgan Chase
05.2021 - 08.2022
Bachelor’s degree - Business Administration, Economics
Wesley College