Chief Investment Office & Treasury Resume Samples

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N Kshlerin

Neha

Kshlerin

101 Leonora Mountain

Boston

+1 (555) 143 6151

101 Leonora Mountain

Boston

Phone

p +1 (555) 143 6151

Experience Experience

Phoenix, AZ

Chief Investment Office & Treasury

Phoenix, AZ

Rau, Conn and McKenzie

Phoenix, AZ

Chief Investment Office & Treasury

Support senior management, liquidity risk oversight, liquidity management and other key partners for regular & ad hoc reviews and analysis
Identify and understand any significant variances from budget/forecast and provide general financial update to Firmwide Planning & Analysis and PI management
Work to identify areas to create more efficient processes within the group
Analyze various performance reports that outline and provide insight into the CIO/Treasury P&L
Be the main driver in the development and build-out of the liquidity risk management process and infrastructure, including project support on LRI in particular
Understand the mechanics of transfer pricing policies/procedures and work closely with BM/Controllers for implementation
Calculate liquidity ratios, generate complex stress testing, and develop liquidity analytics for different legal entities and incorporate currency impacts

San Francisco, CA

Chief Investment Office & Treasury P&L & Risk-associate

San Francisco, CA

Dooley, Lueilwitz and Hilpert

San Francisco, CA

Chief Investment Office & Treasury P&L & Risk-associate

Production and substantiation of P&L and Risk to CIO/Treasury FO/Management
Obtain timely sign-off of P&L/Risk and provide support for any ad hoc requests/queries from various stakeholders
Perform various control reconciliation/reporting to ensure integrity and accuracy of all Corporate feeds impacting the business
Market Risk related monitoring & controls- includes updating/monitoring of risk limits, report clean P&L for VaR back testing, various risk reporting
Credit risk related monitoring & controls include working in close partnership with Credit Risk & reporting teams, produce country risk reporting, monitoring and escalation of collateral valuation differences
Perform selected month end P&L reconciliation and work closely with Finance Controllers team to ensure proper reconciliation of P&L & Balance Sheet
Contribute to New Business initiatives including active participation to on-board a new product & defining MO work flow, analysis/advice around booking strategies & operational procedures

present

Dallas, TX

Chief Investment Office & Treasury VP Control & Governance

Dallas, TX

Klocko-Lehner

present

Dallas, TX

Chief Investment Office & Treasury VP Control & Governance

present

Work in collaboration with NA Operations Managers to conduct operations review, identify control gaps, raise action plan and follow the action plan to closure
Manage SOX testing reviews for the NA Operation groups per the line of business/firm wide standards
Manage Risk Control Self Assessment (RCSA) program for NA Operations
Review key metrics to measure controls, workflow capacity, system & team efficiency
Provide Ops input on various New Business/Opportunity Assessments and co-ordinate with BAU teams
Manage implementation of User Tools program and partner with Technology on remediation effort in line with firm’s control standards
Monitor and track NA Operations related Action Plans to completion

Education Education

Bachelor’s Degree in Accounting

Southern Illinois University Carbondale

Bachelor’s Degree in Accounting

Skills Skills

Strong computer skills, particularly Excel, Access, macros, pivot tables etc
Strong attention to detail
Ability to work with various stakeholders and lead high impact initiatives independently
Working closely with regional and / or global business and information technology colleagues across CTC as issues emerge and reporting them timely to management and other stakeholders
Expertise in analyzing large data sets to assess financial trends, assess data quality, run data queries and diagnostics and ability to synthesize and visualize data
Establishing and maintaining strong working relationships across CTC businesses and other control groups (i.e., oversight and control, risk management, compliance, legal, etc.)
Strong analytical skills, including advanced financial analytics and data analysis skills
Strong verbal and written communication skills, confidence and ability to present information in a clear and concise manner to different stakeholders including senior management
Ability to work under pressure, prioritize multiple tasks, and execute effectively
Focused work ethic, good business sense, and demonstrated initiative

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Chief Investment Office & Treasury P&L & Risk-analyst Resume Examples & Samples

Production and substantiation of P&L and Risk to CIO/Treasury FO/Management
Work in close partnership with various stake holders i.e. markets risk, finance, BM, VCG, other LOB controllers, technology & PMO on BAU/adhoc management requests
Degree Holder major in Finance, Accounting, Risk e.g. CPA, CFA, FRM or other management discipline
1-3 years or above working experience in Middle Office, Market Risk, Finance or Product Control
Good communication skills, robust and credible partner with all stakeholders
Previous experience in MS VBA and database is an added advantage

Chief Investment Office & Treasury Resume Examples & Samples

Ongoing monitoring of the firm’s liquidity position, developing reporting and analytics to assess impact of business decisions on firm’s liquidity position
Support key stakeholders including Liquidity Risk Oversight, Liquidity Management and Policy, Legal Entity Controllers, LOB Treasury, and Senior Management by running regular reporting to calculate, monitor and track liquidity measures, incorporating regulatory and internal liquidity stress scenarios
Calculate liquidity ratios, generate complex stress testing, and develop liquidity analytics for different legal entities and incorporate currency impacts
Partner with Liquidity Risk Oversight; Liquidity Management and Policy groups to analyze and communicate the impact of regulatory rule changes, model assumption changes
Monitor data flows on an ongoing basis between source systems and LRI through to final reports and serve as the control point for handling inquiries on significant variances and impacts in the liquidity reporting
To partner across the entire CTMO global community to ensure data readiness and to provide cross-reconciliations on all current, new and proposed liquidity reporting, including and not limited to : Basel III LCR, US LCR, local LCR, FRB 5G reporting, Basel NSFR and Dodd-Frank Section 165 at both firm wide and legal entity level
Support assessment, control and analytics of liquidity risk and reporting (including both external regulatory reporting as well as internal liquidity measures) on underlying legal entities in Asia Pacific Region under JPMC
Understand, support and monitor the firm wide liquidity reporting daily, weekly and monthly close processes in LRI in particular on data integrity, infrastructure, adjustments and reporting control within LRI environment in Asia time zone, and to provide proper handshakes and supports to the global counterparts accordingly
Develop and maintain daily liquidity risk reports and limit monitoring for senior Treasury management, business partners, various Risk committees and regulators; provide initial explanation and escalation for material moves and breaches
Support senior management, liquidity risk oversight, liquidity management and other key partners for regular & ad hoc reviews and analysis
Be the main driver in the development and build-out of the liquidity risk management process and infrastructure, including project support on LRI in particular
Interact and partner with Lines of Business and other corporate functions in order to obtain data, understand and analyze potential liquidity risks implications
Lead and participate in ad-hoc projects as needed for senior management or regulatory
Strong analytical skills with the ability to manage large amounts of data and identify important trends
Good critical thinking and problem solving skills. Strong attention to details
Ability to present information in a clear and concise manner
Ability to work under pressure, prioritize multiple tasks, and bring tasks to completion
High level of professional maturity, organized and able to execute responsibilities and lead projects independently with minimal supervision
Strong interpersonal skills and team spirit. Experience in leading junior analysts a plus
3-4 years experience in financial analysis and/or risk management strongly preferred
Experience in Treasury / Investment Operations or other Treasury / Funding related areas a plus
Knowledge of liquidity risk management guidance and banking regulations and practices Asia a plus

Chief Investment Office & Treasury Middle Office P&L Associate Resume Examples & Samples

Ownership of P&L front-to-back, including Transfer Pricing where applicable; from trader estimate through to month end reconciliation
Driving synchronisation of P&L & technology engagement in the delivery of change, particularly in relation to new Volcker reporting requirements
Adhering to and, where possible, strengthening operational controls
Strong time management and multi-tasking skills as reasonable flexibility is required for the role
A recognised accountancy qualification (i.e. CFA, ACA, CIMA, ACCA) or equivalent knowledge would be beneficial
Experience within Product Control, Finance, MO or Market Risk
Strong industry and operational knowledge

Chief Investment Office & Treasury P&L & Risk-associate Resume Examples & Samples

Market Risk related monitoring & controls- includes updating/monitoring of risk limits, report clean P&L for VaR back testing, various risk reporting
Contribute to New Business initiatives including active participation to on-board a new product & defining MO work flow, analysis/advice around booking strategies & operational procedures
Understand & contribute to various control frameworks, i.e. Control Self Assessment (CSA), Sarbanes Oxley (SOX) & Business Control Committees (BCC’s)
Coordinate front-to-back system & process setup
4-6 years or above working experience in Middle Office, Market Risk, Finance or Product Control
Thorough understanding of transaction cycle, infrastructure & associated operational and financial processes and controls

Chief Investment Office & Treasury Middle Office P&L Prof Resume Examples & Samples

Ensuring access to robust liquidity through all market conditions,
Monitoring, managing and funding aggregate cash flows in all currencies
Reviewing new trades for potentially off market activity
Engaging with cross business and market forums for Regulatory change strategy and delivery
Building and maintaining strong business, operations and technology relationships
Proficiency in MS Excel preferably with some macro knowledge

VP-chief Investment Office & Treasury Resume Examples & Samples

Project Management – ability to manage multiple tasks/projects at the same time, and execute at both strategy and detailed levels, in a changing environment
Perform the full range of project management cycle: initiating, planning, executing, monitoring and controlling, and closing
Partner with PMO teams with the Firm including CCST, Finance & Risk Roadmap
Organize, plan and execute projects within designated timelines
Work and communicate effectively with all levels throughout the organization, including senior management and with the ability to influence without authority
Facilitate open communication and dialog amongst stakeholders and a variety of audiences across the organization
Act as a key point of contact to senior management
Minimum 6 years Project Management experience including project development, implementation, reporting, scheduling
Background in Finance and/or Accounting a must
Possess strong communication and interpersonal skills (written and verbal)
Self starter with ability to process and acquire information with limited supervision
Excel, PowerPoint, Visio skills

Chief Investment Office & Treasury VP Middle Office & Money Market Operations Resume Examples & Samples

Manage SOX testing reviews for the MO & MM Operation groups per the line of business/firm wide standards
Manage Risk Control Self Assessment (RCSA) program for MO & MM Operations
Monitor and track MO/MM operations related Action Plans to completion
Provide MO/Ops input on various New Business/Opportunity Assessments and co-ordinate with BAU teams
Facilitate MO related attestations and representations
Manage Inter-Affiliate Services program for Middle Office & MM Operations
Act as BCC (Business Continuity Coordinator) for HK Middle Office on BCP (Business Continuity Planning)
Provide training on control and governance agenda for new joiners and regular refresher training with BAU teams
7+ years of Investment Bank experience with background in Operations Risk, Product Control, Middle Office, Audit, Compliance, Oversight & control or Business Management
Excellent organizational, problem-solving, time-management, communication and relationship-building skills
Analytical mind, investigative and ability to see big picture as well as the details
Good product knowledge in Fixed income and Treasury products

Chief Investment Office & Treasury Resume Examples & Samples

Ongoing analysis of the firm’s and APAC Legal Entity (LE) liquidity position, developing reporting and analytics to assess impact of business decisions on firm’s and LE liquidity position
Partner with key stakeholders including Liquidity Risk Oversight, Liquidity and Balance Sheet Management teams, Treasurers and Senior Management by running regular analytics and reporting to calculate, monitor and track liquidity measures, incorporating regulatory and internal liquidity stress scenarios
Develop the full suite liquidity analytics for different lines of business and legal entities and incorporate currency impacts
Partner with Liquidity Risk Oversight and Liquidity and Balance Sheet Management groups to analyze and communicate the impact of regulatory changes
Monitor data flows on an ongoing basis between LRI through to final reports and serve as the control point for significant variances and impacts in the liquidity reporting
Generate complex stress testing, regular liquidity MIS reports and other ad hoc liquidity analytics
Develop an in-depth understanding of liquidity analytics and liquidity risk as well as internal liquidity stress scenarios and their impact on JPMC and underlying legal entities globally
Lead team efforts to provide liquidity ratio calculations and analysis using advanced liquidity analytics and data analysis tools, interpreting and assessing the implications of regulatory changes and underlying business changes, to enable senior management to evaluate the bank’s liquidity position and risk on an ongoing basis
Interact with the LOBs and other Corporate areas in order to obtain, understand, analyze with respect to liquidity risks and corresponding firm-wide and LE impacts
Prepare liquidity stress scenarios, provide variance analysis to identify liquidity risks and drivers
Manage and enhance liquidity stress tests to incorporate stressed capital impacts, legal entity views, intraday liquidity needs, and currency risk
Lead and participate in ad-hoc high impact initiatives and projects as needed for senior management or regulatory initiatives
Strong analytical skills, including advanced financial analytics and data analysis skills
Expertise in analyzing large data sets to assess financial trends, assess data quality, run data queries and diagnostics and ability to synthesize and visualize data
Strong computer skills, particularly Excel, Access, macros, pivot tables etc
3-4 years experience in financial analysis or risk management strongly preferred
Experience in Treasury / investment operations or other Treasury / Funding related areas a plus
Creative thinking and problem solving skills
Ability to work with various stakeholders and lead high impact initiatives independently
Strong verbal and written communication skills, confidence and ability to present information in a clear and concise manner to different stakeholders including senior management
Ability to work under pressure, prioritize multiple tasks, and execute effectively
Focused work ethic, good business sense, and demonstrated initiative

Chief Investment Office & Treasury Planning & Analysis Resume Examples & Samples

5+ years experience in Finance, Management Reporting, Planning and Analysis in a Financial Institution
Degree holder in Accounting, Finance or related disciplines. Holder of relevant certified qualification would be an advantage
Attention to details and high level of accuracy
Able to demonstrate analytical mindset, structured thinking and problem solving skills
Advanced MS Excel skills are essential
Team player with good interpersonal skills
Self-disciplined, able to prioritize multiple tasks and deliver quality result on time
Candidate with less experience will be considered as Analyst

Chief Investment Office & Treasury Resume Examples & Samples

Investment securities balance sheet and net interest income forecasting
Long term and short term debt net interest expense forecasting
Daily PnL reporting
Finance automation project implementation
Fund Transfer Pricing analytics
Month end close
Understanding and experience in financial accounting and regulatory reporting
Understanding of mortgage, asset back securities, and interest rate swaps
Highly skilled at problem solving, with a logical and tenacious approach
Strong analytical and quantitative aptitude
Proficiency in MS Excel / Access
Bachelor's in Finance
Excellent time management and multi-tasking skills as considerable flexibility is required for the role

Chief Investment Office & Treasury Asia Finance Resume Examples & Samples

Key member of the team performing the front-to-back month end close and financial reporting
Interaction with Head Office, Portfolio Managers and Middle Office to explain, investigate and resolve Balance Sheet and P&L variances on a regular basis
Prepare and monitor regular reconciliations between Front Office/Back Office platforms against ledgers
Understand the end-to-end process, operational workflow and controls for the different products being utilised by both CIO and Treasury functions
Understand and monitor the funding calculation to ensure that the proper funding cost / allocations are being posted for both Treasury and CIO
Monthly general ledger certification and substantiation of specific financial accounts
Participation in the implementation and final testing of new systems, products and initiatives
University Graduate and/or Qualified accountant
3-5 years relevant working experience (e.g. Financial Institution or Accounting Firm)
Strong analytical skills with attention to detail, high level of numeracy and a methodical approach to problem solving
Strong personality with good oral and written communication skills
Being able to work independently without detailed guidance and being able to be an active team player to contribute
Recognition of the business' and team's requirements and the willingness to step outside your "job description"
Strong time management and multi-tasking skills as priorities will frequently change while deadlines must be met
Strong control mindset and understanding of the basic control environment
Proficiency in MS Excel and major general ledger applications

Chief Investment Office & Treasury Resume Examples & Samples

Lead the expense reporting, forecasting and variance analysis processes for CTC
Develop and maintain reporting packages to communicate expense and headcount results to various constituents
Partner with senior management to plan and project the LOB headcount and expenses
Own the end-to-end Expense Allocation process
Work and communicate effectively with all levels of the organization with the ability to influence without authority
Responsible for DIF adjustments, Accruals and Taxonomy review
Ad hoc analysis as required
Minimum 6 years of financial and analytical experience
Process-oriented, with focus on continuous streamlining/improvement
Excel, PowerPoint, Essbase skills

Chief Investment Office & Treasury Resume Examples & Samples

Performing testing and evaluation of reported balances and other information (based on transaction nature and underlying client/contractual information) related to regulatory filings
Concluding and reporting on noted errors, and recommendations developed, with appropriate action plans and owners
Performing audit-type testing across CTC functions and processes (to be determined & defined)
Performing detailed risk and control assessments across CTC functions and processes
Ensuring appropriate closure of action plans developed in response to previous reported findings
Establishing and maintaining strong working relationships across CTC businesses and other control groups (i.e., oversight and control, risk management, compliance, legal, etc.)
Working closely with regional and / or global business and information technology colleagues across CTC as issues emerge and reporting them timely to management and other stakeholders
Staying current with evolving industry and regulatory changes, and analyze impact to business objectives, processes, and compliance
2+ years’ experience in Auditing, Accounting, Internal Control and/or Finance
Regulatory Knowledge of CCAR, DFAST, FR Y-14, R-Y10, a plus
Supervisory experience with small teams
BS in Accounting or Finance
CPA is preferred
Strong communication skills (written and verbal), , time management and organization skills
Analytical skills and attention to detail
Strong knowledge of Microsoft Office applications, knowledge of macros a plus
Ability to work in an evolving environment, manage multiple projects and support a growing business

Chief Investment Office & Treasury Asia Middle Office Resume Examples & Samples

Manage global project demand & prioritization for Middle Office
Evaluate business objectives and analyze high level business requirements that require new systems or existing system enhancements
Facilitate the success of programs by proper resource allocation & ensure appropriate coverage from all stakeholders
Ensure cross-impacts are called out with sufficient advance notice
Track issues, mitigate risks and resolve conflicts between programs and projects
Manage business communications and monthly update to senior stakeholders
8+ years experience in Fixed Income and/or Money Market products working with traders and operations in managing business requirements and coordinating technology solutions with at least a few years of PMO experience managing multiple projects, resourcing and finances
Excellent and proven communication skills, both written and verbal in English

Chief Investment Office & Treasury Resume Examples & Samples

Manage the expense reporting, forecasting and variance analysis processes for CTC
Run the end-to-end Expense Allocation process
3-5 years of financial and analytical experience
Background in Finance and/or Accounting
Bachelor’s degree in either Accounting/Finance

Chief Investment Office & Treasury Resume Examples & Samples

Lead and / or participate on new upcoming Interest Rate Risk and Funds Transfer Pricing support initiatives
Over 7 years’ experience in financial analysis or risk management strongly preferred
Experience in managing junior members of the team

Chief Investment Office & Treasury VP Control & Governance Resume Examples & Samples

Manage SOX testing reviews for the NA Operation groups per the line of business/firm wide standards
Co-ordinate deliverables relating to Regulatory, Internal/External audits and Compliance reviews
Manage Risk Control Self Assessment (RCSA) program for NA Operations
Monitor and track NA Operations related Action Plans to completion
Manage implementation of User Tools program and partner with Technology on remediation effort in line with firm’s control standards
Provide Ops input on various New Business/Opportunity Assessments and co-ordinate with BAU teams
Monitor effectiveness of various Control Policies and Standards and enforce compliance
Drive firm wide & industry projects by partnering with project leads
Review key metrics to measure controls, workflow capacity, system & team efficiency
Work in collaboration with NA Operations Managers to conduct operations review, identify control gaps, raise action plan and follow the action plan to closure
Support for CIO/Treasury Quarterly/Annual Fed Reporting from the Opics platform
7+ years of experience in the financial services industry with a background in Operations Risk, Product Control, Middle Office, Audit, Compliance, Oversight & control or Business Management
Ability to deal with high level of adhoc requests and deliver under pressure with minimum supervision
Good product knowledge in Fixed Income and Treasury products
Strong proficiency in Microsoft Excel & PowerPoint
Ability to work effectively both independently and as part of a global team
Control mindset to identify process control gaps, prioritize & mitigate operational risk
Analytical mindset and high attention to detail
Ability to multi-task effectively to meet tight deadlines
Ability to negotiate & influence at appropriate levels
Ability to manage internal clients & stake holders
Problem solving skills and ensure quick resolution by coordinating with relevant groups

Chief Investment Office & Treasury Resume Examples & Samples

Weekly, monthly, quarterly forecast/actuals reporting for Private Investments (“PI”)
Generate various performance reports that outline the revenues, expenses, and balance sheet impacts on a weekly and monthly basis
Identify and understand any significant variances from budget/forecast and provide general financial update to Firmwide Planning & Analysis and PI management
Ownership of Weekly Tracker, Month-end, Risk Appetite, ICAAP, CCAR and Annual Budget
Press release and Quarter-end reporting support and analysis
Complete daily SMR P&L sign off (when scheduled)
Ad hoc analysis
Background in Finance/Accounting
3-5 years’ experience
Successful candidates will demonstrate a strong work ethic and analytical ability, be able to work independently and with the team, have excellent communication skills and manage through tight timelines
Excel, PowerPoint skills
Previous experience with Hyperion Essbase management reporting software a plus

Chief Investment Office & Treasury Resume Examples & Samples

Identify and understand any significant variances from budget/forecast and provide general financial update to Corporate Planning & Analysis and senior management
Analyze various performance reports that outline and provide insight into the CIO/Treasury P&L
Consolidation of financial results: walk forwards, drivers, and P&L
Background in Finance, Accounting
Minimum 4 years’ experience including budgeting, forecasting, analysis and reporting
Self-starter with ability to process and acquire information with limited supervision

Chief Investment Office & Treasury Middle Office Risk & P&l-associate Resume Examples & Samples

Minimising cost of funding to the firm through diversified funding sources,
Ownership of P&L and Risk reporting front-to-back, from daily reports through to month end reconciliation
Performing business analysis - being a catalyst for change and owning delivery of all projects’ success criteria

Chief Investment Office & Treasury Resume Examples & Samples

Obtain timely sign-off of P&L/Risk and provide support for any ad hoc requests/queries from various stakeholders
Perform various control reconciliation/reporting to ensure integrity and accuracy of all Corporate feeds impacting the business
Participate and contribute to firm-wide initiatives which includes global projects on re-engineering risk management & back office system, improvement on reporting analytics on market, credit & country related
Understand the mechanics of transfer pricing policies/procedures and work closely with BM/Controllers for implementation
Work in close partnership with various stake holders i.e. Markets risk, Finance, BM, VCG, other LOB controllers, Technology & PMO on BAU/adhoc management requests
Ability to work with minimum supervision
Analytical mind and ability to deep dive
Good product knowledge in fixed income and Treasury products

Chief Investment Office & Treasury, Analyst Resume Examples & Samples

Preparation of various daily P&L and position reports as well as hedge linkage summaries for Front Office
Ensure completeness and accuracy of FAS 133 hedge documentation
Work closely with Technology teams to implement requirements and resolve issues
Monthly monitoring and reporting of core level balances and thresholds
Prepare and review monthly regression analysis to assess hedge effectiveness
Perform hedge inception trade modeling including duration and convexity calculations where required
Compile various analyses to explain components and drivers of hedge P&L
Implementation of new hedge strategies
Oversight of various procedures and controls surrounding the application of FAS 133
Recommend areas of improvement and streamline processes where appropriate
Participate in ad-hoc projects and other analytical requests
Strong organization and analytical skills
Basic understanding of Interest Rate Swaps, Cross Currency Swaps, Fixed Income Instruments and Long Term Debt
Capable of prioritizing multiple tasks and deliverables and meeting recurring deadlines
High motivation and ability to quickly climb learning curve
Proficiency in Excel and the ability to quickly learn various reporting and risk systems
Solid understanding of financial accounting and finance
Strong communication skills and the ability to interface effectively with Front Office, Operations and Technology teams
Ability to manage individual projects and meet deadlines with minimal supervision

Chief Investment Office & Treasury Middle Office Risk & P&l-analyst Resume Examples & Samples

Agreeing and reconciling traders P/L estimates to the actual results, explaining variances to FO
Weekly collation of KPI's for submission to senior management
Responding to various ad-hoc information requests by other functions, such as Market Risk, Valuation Control Group, Finance / Business Managers

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