Equities Product Controller Resume Samples

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A Fahey

Alfonzo

Fahey

4340 Gibson Spring

Dallas

+1 (555) 949 7473

4340 Gibson Spring

Dallas

Phone

p +1 (555) 949 7473

Experience Experience

Chicago, IL

Cib-f&bm-equities Product Controller

Chicago, IL

Mante-Funk

Chicago, IL

Cib-f&bm-equities Product Controller

Delta One – Main activities include Index Forward Trading, ETF market making and providing performance to clients through Swaps
Hedge Funds - Providing Hedge Fund performance to clients through various products
Reporting to senior management
On-going process review and development
Data analysis; reporting to senior management; new product analysis
Generate risk reports and investigate risk reporting related queries
Cash – Main activities are Agency and Risk trading for clients, predominantly a commission based business

Dallas, TX

CIB F&bm-equities Product Controller

Dallas, TX

Goodwin LLC

Dallas, TX

CIB F&bm-equities Product Controller

Error Checking: Monitor the tool for checking issues with independent timeseries that necessitate turning the name back to proxy
Involvement in projects and process improvements specifically around P&L and risk reporting, product development and pricing
Provide accurate and timely equities portfolios market risk analysis
Month end FX trade in/out management
Manage projects and initiatives related to all of the above as well as larger cross-business initiatives
Work with Market Risk to ensure portfolio risk is correctly reflected in VaR
Production and reporting of the daily P&L and risk management information

present

Los Angeles, CA

CIB F&bm-asia Equities Product Controller

Los Angeles, CA

Pouros, Predovic and Dickens

present

Los Angeles, CA

CIB F&bm-asia Equities Product Controller

present

Be an active part of the team, coming up with ideas and suggestions for improvements etc
Liaison with other teams such as finance controller, middle office, valuation control, technology and business manager
Production and reporting of daily PL and risk management information
Prepare Monthly Control Report and provide details to Front Office for their respective business
Participate into working group for New business initiatives
Independent, proactive, self-motivated, analytical and willing to work under pressure
Assist in month end closing process

Education Education

Bachelor’s Degree in Accounting

University of California, Irvine

Bachelor’s Degree in Accounting

Skills Skills

The ability to maintain focus under pressure,
Ability to work to deadlines
Attention to detail
A base knowledge of IT skills in MS office,
The ability to integrate easily into a team and to
Strong analytical skills
Equity or Fixed Income product knowledge
Proficiency in Microsoft Office
Ensure the reliability and integrity of financial information
Strong academic background including a Graduation in Commerce, specialization in Financial Accounting

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CIB F&BM Equities Product Controller Associate Resume Examples & Samples

Minimum Bachelors degree or equivalent
Experience in financial services industry advantageous
Technical understanding of equity derivatives
Self-motivated, initiative taker
Excellent Analytical skills
Excellent oral and written communication /presentation skills
Highly organised
Technical/Detail orientated
Control orientated
Keen to question everything and understand the detail behind the numbers and/or process

Cib-equities Product Controller Resume Examples & Samples

Investigation of anomalies in traded risk exposures by interaction with multiple front office, middle office and technology departments
Daily production of Market Risk and P&L reports
Data analysis; reporting to senior management; new product analysis
Intermediate MS Access/Excel skills and basic VBA Programming is highly desirable

CIB F&bm-na Equities Product Controller Analyst Resume Examples & Samples

Running and analyzing the mark to market of the portfolio, daily P&L reporting, P&L substantiation, and residual analysis
Production of daily/weekly/monthly MIS, commentary and controls, and reporting to senior Finance and business members
Working Business Managers on new deals and analysing the impacts to the Control function, as well as evaluating the accounting impacts of complex deals, especially on the Corporates desk
Working with the centralized Americas Balance Sheet function to report on and substantiate Balance Sheet usage, RWA and Funds Transfer Pricing
Strong analytical skills and attention to detail including a strong control focus
Excellent excel skills

Cib & F&bm Equities Product Controller Associate Resume Examples & Samples

Single-Stock: Interacts with client directly, though communication may be electronic. Relationship-driven Trades developed European equities for global clients. Sales teams in US, Asia and EMEA branches
Electronic: Clients send orders electronically that are filled directly on exchange or crossed internally
Emerging Markets: Provide global clients access to EMEA Emerging Markets cash equities. Onshore in South Africa, Russia, Poland.Supported by a generalist hub, in London and New York
Program Trading: Simultaneous trading of a group of instruments, typically cash equities, as a single unit (basket) so actions carried out on portfolio (allocation, release for trading, etc) rather than stock by stock basis
Substantiating and reporting by revenue type the reported P&L on a daily basis, adjusting price and position breaks where appropriate
P&L recs
Involvement in projects and process improvements in the Equities Product Controllers Space
The role will require front to back view of control agenda and the candidate will have oversight of month-end reconciliations performed by Financial Control hub, and production of month-end MIS reporting for senior management
The specific experience necessary for this position is
Equities product knowledge, particularly Cash Equities but some Derivatives knowledge would be advantageous

CIB F&BM Equities Product Controller Associate Resume Examples & Samples

Derivatives product knowledge, including understanding of the Greeks
Preferably knowledge of accounting for financial instruments
Intermediate Excel skills as a minimum

CIB F&BM NA Equities Product Controller Analyst Resume Examples & Samples

Partnering with Financial Control to ensure that front to back systems are in line, and to close out month end with accurate reporting of MIS and accounting in the books and records
Background in accounting through work experience or studies is preferable
Product Control experience with some knowledge of Equities is preferable

Equities Product Controller Resume Examples & Samples

Understanding and running of the daily Profit and Loss and including attribution
Dealing with various financial instruments including Futures, Options, Swaps, Certificates, Securities Lending and Equity Repo transactions
Running and maintaining month end balance sheet reporting files
Taking a key role in performing the metrics for the groups P&L and
Providing testing resource for various projects
An accounting and/or mathematical background
Experience in equity derivatives including corporate actions
The ability to maintain focus under pressure,
A base knowledge of IT skills in MS office,
The ability to integrate easily into a team and to

Equities Product Controller Resume Examples & Samples

Bachelor’s degree in Accounting (preferred) or Finance
3 -7 years of work experience in Accounting or Finance. Financial Services industry preferred
Experience with Hyperion HFM or Essbase financial planning/software preferred

Cib Equities Product Controller Associate Sydney Resume Examples & Samples

Responsible for the Regulation K function for the Asia region; collating, generation & monitoring of strict limit reports, with regular liaison with traders, and colleagues in other regions
Experience in a product controller capacity is highly desirable although not essential. There is potential for an individual with limited Risk Management experience to pursue this role if they are highly motivated to learn and develop their skills
Comfortable communicating with multiple groups, from traders to IT teams

Cib-f&bm Equities Product Controller Associate Resume Examples & Samples

Substantiating and reporting by greek the MTM and Mark To Theoretical P&L on a daily basis, adjusting price and position breaks where appropriate
Monitor exceptions in derivatives pricing and reflection of these in greeks, stress scenario generation, and limits reporting
Proxy Checking: If larger exposures are being proxy'd, investigate whether the time series is viable and present the case to turn it independent
Error Checking: Monitor the tool for checking issues with independent time series that necessitate turning the name back to proxy
Cash and Derivatives product knowledge, including understanding of the Greeks

Equities Product Controller Resume Examples & Samples

Understand the various trading and execution businesses, and their main processes and systems used to generate daily / monthly reporting
Understand the Front to Back flows
Analyze and substantiate the Balance Sheet, and explain main PnL drivers
Support change projects, and onshore processes and initiatives
Assist with business relationships and ad-hoc queries management

CIB F&bm-asia Equities Product Controller Resume Examples & Samples

Production and reporting of daily PL and risk management information
Understand and review PL components (Greek) daily
First point of contact for FO - be able to analyze and answer ad hoc queries on PL
Monthly Balance Sheet review and report for FO
Monthly and Quarterly MSR / RWA submission
Month end PL forecast and adjustment
Month end PL reconciliation to ledger
Liaison with other teams such as finance controller, middle office, valuation control, technology and business manager
Strong analytical skill is required
Good communication skills and presentation skills
Independent, proactive, self-motivated, analytical and willing to work under pressure
Strong Excel skills is beneficial

CIB F&bm-asia Equities Product Controller Resume Examples & Samples

Ensure Front Offices sign-off has been granted to confirm the correctness of the Profit and Loss
Report daily EOD flash and actual Profit/Loss result through Global reporting platform
Understand the end to end trade processing flow which needed to jointly work with Front Office, Middle Office, Operations and Financial Control to resolve P&L difference between front end and back end
Assist in month end closing process
Prepare Monthly Control Report and provide details to Front Office for their respective business
Support and analyze requests from front office and other control functions
Liaise closely with Technology, Operation and Finance to solve system constraints
Participate into working group for New business initiatives
Handle daily and ad hoc queries from different parties
Minimum 3 years working experience in product control environment with knowledge on cash business is preferable
Excellent interpersonal and communication skills and presentation skills, both verbal and written required
Ability to demonstrate initiatives
Flexibility and willingness to engage across diverse operational areas
Independent, proactive, self-motivated, analytical and willing to work under pressure and tight deadlines

Cib-f&bm-equities Product Controller Resume Examples & Samples

On-going process review and development
Coordinating and drafting the business reporting requirements; help drive the delivery of these requirements with the relevant IT teams
Excellent knowledge of financial markets products combined with experience involving the analysis of traded risk exposures
Equity Derivatives product knowledge is essential
Analytical, problem solving mindset with a high attention to detail
Initiative, timeliness, able to work autonomously

Equities Product Controller Resume Examples & Samples

Escalate issues in a timely manner to management
Undertake daily analysis and substantiation of new trading activity to report and/or for discussion with the BUC’s and or Ops/BU
Contribute to Finance related projects, process enhancements, UAT testing etc
Prior Business Unit/ Product control experience with a knowledge of financial products, preferably equities

CIB F&bm-equities Product Controller Resume Examples & Samples

Generate and analyze VAR for various Equity Derivatives desks
Proxy Checking: If larger exposures are being proxy'd, investigate whether the timeseries is viable and present the case to turn it independent
Error Checking: Monitor the tool for checking issues with independent timeseries that necessitate turning the name back to proxy
Spike / flat monitoring: Monitor moves and present the case to smooth/roll data
Excellent PC skills- Advanced Microsoft Excel, a must
Good reconciliation skills

CIB F&bm-equities Product Controller Resume Examples & Samples

Substantiating and reporting by Greek the MTM and Mark to Theoretical P&L on a daily basis, adjusting price and position breaks where appropriate
Enhance reporting processes through self-generated methods
Generate and analyse VAR for various Equity Derivatives desks
A number of years’ experience in Product or Valuation Control
Good product knowledge across a broad range of Equity products (other asset classes will be considered)
Excellent PC skills- Strong Microsoft Excel user, a must
Effective communication skills at various stakeholder levels
Strong control mind-set
Previous managerial/ supervisory experience is a must

Cib-f&bm-equities Product Controller Resume Examples & Samples

Data analysis
Reporting to senior management
New product analysis
Coordinating and drafting business reporting requirements and help drive the delivery of these requirements with the relevant IT teams
Responsible for the Regulation K function for the Asia region. This will involve collating, generation & monitoring of strict limit reports, with regular liaison with traders, and colleagues in other regions
Daily and monthly P&L reporting for the local Equities desk
Experience in a product controller capacity is highly desirable although not essential
Equity Derivatives product knowledge
There is potential for an individual with limited Risk Management experience to pursue this role if they are highly motivated to learn and develop their skills

CIB F&BM Equities Product Controller Resume Examples & Samples

First point of contact for the Front Office for all Finance related queries
Able to analyze and answer ad hoc queries on P&L and Balance sheet
Manage projects and initiatives related to all of the above as well as larger cross-business initiatives
University graduate with degree in Accounting or Finance

CIB F&BM Asia Equities Product Controller Associate Resume Examples & Samples

First point of contact for the Trading Business for all Finance related queries
Able to analyze and answer ad hoc queries on P&L and Balance Sheet
Additional liaison with the other finance teams of financial control and external reporting, middle office areas of Operations, valuation control, technology development groups and point of contact for all downstream issues
Manage a team of Associates and Analysts
CPA or CFA partly or completed or a plus
Excellent communications skills. Must be able to communicate with senior traders daily that are demanding and require responses that are accurate, precise and efficient

Cib-f&bm-equities Product Controller Resume Examples & Samples

Substantiating and reporting by Greek the MTM and Mark To Theoretical P&L on a daily basis, adjusting price and position breaks where appropriate
Substantiation of exceptions between Balance sheet / GL and Front Office systems
Enhance reporting processes through self generated methods
Work with Market Risk to ensure portfolio risk is correctly reflected in VaR
Monitor exceptions in derivatives pricing and reflection of these in Greeks, stress scenario generation, and limits reporting
Cash and Derivatives product knowledge, including understanding of the
Proactive approach to problem solving and ability to identify and drive though change
Accounting and General Ledger experience
Prior Credit Derivatives experience