Operations Product Specialist Resume Samples

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M Ryan

Malvina

Ryan

70448 Lemke Parkway

Los Angeles

+1 (555) 285 9537

70448 Lemke Parkway

Los Angeles

Phone

p +1 (555) 285 9537

Experience Experience

New York, NY

Operations Product Specialist

New York, NY

Pollich-Anderson

New York, NY

Operations Product Specialist

Work with the Prime Service Product Development Group to develop new products e.g. HVDMA / Prime Vault
Assist the development of processes and systems to enhance controls, improve client execution and minimise cost
Work with IT to build tactical developments into the strategic architecture as processes mature
Develop tactical tools to assist in process
Manage daily resolution of product classification exceptions and management reporting
Extract improved risk/service/innovation value from the managed supplier relationships (agents, utilities and outsourced processors)
Directly assist Program Manager(s) in reporting, governance and any ad hoc efforts

Los Angeles, CA

Product Operations Product Specialist

Los Angeles, CA

Mante-Kemmer

Los Angeles, CA

Product Operations Product Specialist

Support Product Managers working with News Agency partners and vendors
Project Management
Manage and monitor internal usage of News Agency products
Clients – Technical and Business contacts
Support, and have the potential to eventually lead, client migration projects
Business Operations
Maintain internal and client facing documentation for News Agency products and capabilities

present

Philadelphia, PA

O Connor Operations Product Specialist

Philadelphia, PA

Durgan Group

present

Philadelphia, PA

O Connor Operations Product Specialist

present

Liaison for the Operations group to Fund's Service Providers/Fund Admins to assist them in completing month end NAV reporting as necessary
Project work at the direction of management
Coordination/processing Option Expiration contra exercise process. Communicating with Prime Brokers any early or contrary exercises. Reconciliation of exercise/assignment activity between our system versus the Prime Brokers
Process early exercise/assignment activity between our system versus the Prime Brokers and communicate any assignments to Portfolio Managers
Execution of trade amendments and where necessary trade cancellations at direction of Portfolio Managers/Traders
User testing of application upgrades and development enhancements
Responsible for all aspects of trade lifecycle process from trade date through and past settlement date

Education Education

Bachelor’s Degree in Finance

Florida Atlantic University

Bachelor’s Degree in Finance

Skills Skills

Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
5- A strong working knowledge of Excel
1- Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
A strong working knowledge of Excel
Ability to work well under pressure and ability to multitask
Strong attention to detail and some experience in Verification
Strong organizational skills, concern for quality & accuracy
Excellent communication skills – written and verbal
Financial industry knowledge, in particular trade capture and exotic products
Ability to network rapidly through the organization in order to build and maintain effective relationships

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15 Operations Product Specialist resume templates

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Operations Product Specialist Resume Examples & Samples

1) Total focus on service to our clients - internal and external
2) Full accountability in managing risks on behalf of our shareholders
3) Absolute commitment to providing the right quality of services at the lowest possible total cost
4) Staying alert to the changes in our industry and our firm and having the mindset and skills to lead through these changes
Ensure trade data integrity (completeness, accuracy and timeliness) – at capture point, ie T0. This mandate includes, but is not limited to, independent trade booking verification, ensuring consistency between risk management systems and third party trade representations
Ensure completeness, accuracy and timeliness of post T0 trade processing and data flow
Manage Life cycle management related process
Monitor and improve transaction flow into all consumers functions (Operations, Finance, Risk)
The Repo team also fills the critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s infrastructure
Middle office analyst, trading assistant, Product Control analyst or similar function, closely aligned to a/multiple trading desk/desks. In this capacity, the candidate will have experience and firsthand knowledge Repo trading, its products, pricing & associated risk attributes
The candidate will be able to demonstrate a solid understanding – practical and theoretical - of U.S Treasury, Agencies, Corporates instruments, covering flow (e.g. Repo and Treasury instruments such as Tips, T-bonds and Futures,)
Experience managing and analyzing large amounts of data including, trade details, PnL attributes and adjustment details
Depending on the level, experience as a trading assistant team leader is a plus
Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
Cross functional reach – as the candidate will need to liaise across functions (Front Office, Finance, Market and Credit Risk, as well as Operations), the ability to navigate through vertical and horizontal layers of the organization is essential
Product/Process knowledge: the candidate throughout his experience will have developed in depth knowledge of derivatives instruments, from a number of angles: product specificities, understanding of the businesses associated to this products, as well as strong command of the relevant control framework
Focus on delivery and impact: proven track record in delivering results and achieving targets, ability to work in a fast pace, trading environment
A strong working knowledge of Excel
VBA Skills are not a requirement but preferred
In this role the highest professional, ethical and legal standards will need to be maintained at all times
Innovative approach to solving day-to-day process problems
Control focused and experience of designing controls
Ability to network rapidly through the organization in order to build and maintain effective relationships
Excellent communication skills – written and verbal
LI-TP1

Operations Product Specialist Resume Examples & Samples

Planning, steering and controlling of the project objectives (deliverables, quality, time, costs) leveraging the project steering instruments (project plan, status reports, change requests etc.)
Oversee and or conduct detailed business analysis, produce timely, clear and concise business requirements
Work closely with IT partners to transform business requirements documents into detailed user stories
Oversee and or conduct in-depth UAT and UAT reporting with Operations and Business partners
Ensures adequate training and know-how transfer and SOP documentation for the Run-the-Bank units
Relay information across different management levels on progress and risks, drives decision making process and escalations
Accurate and equivalent central reporting of the project status within the IB Operations Change framework(s)
Planning and coordination of the finalization and hand-over of the project to the Run-the-Bank teams
Closes project (incl. lessons learned) and tracks and remaining issues for resolution/handover
Budgeting and forecasting of the future business demand together with the stakeholders
Support and facilitate any audits, internal or external, of the Program deliverables as required
Directly assist Program Manager(s) in reporting, governance and any ad hoc efforts

Operations Product Specialist Resume Examples & Samples

Ensure billing set-up and maintenance in accordance to the IC Services Agreement which describes the services to be rendered, the fees to be charged, and the method of payment
Continuously maintain, review, and adjust billing as needed due to the nature of billing in a manual environment. Great attention to detail and process flow is required
Process remittance of payments and credit FA compensation accordingly
Recommend and implement measures to improve manual billing practices and increase processing efficiency
Partner with IC Admin to ensure new account billing set-up and account terminations are handled according to department guidelines
Support the implementation of effective internal control practices, training and evaluation. Strong problem solving skills
Applicant must be self-motivated, challenge processes and have the ability to work without supervision
Rethink and reconfigure current processes, constantly strive to improve current process
Ensures processing is done in accordance with generally accepted auditing standards
Confers with Team leads to identify, plan and develop methods to obtain greater efficiency, which includes the coordination of data processing functions between the commission group and technology teams
2-4 years of financial services related experience, preferably in managed account billing
Ability to foster a cooperative work environment
Ensure team members meet productivity goals and timeframe benchmarks
Identifies and escalates opportunities for process improvement
Shares best practices to improve team productivity with group
Seeks ways to improve individual productivity
Completes work in a professional format and appearance
Ability to assess and respond to problems when needed in a proper timeframe
Possesses a good knowledge of the financial services industry
Ability to review and prepare billing reports
Ability to follow short and long-range goals
Must be able to write clear and concise memos and other written documents
Excellent verbal communication skills (listening, provide feedback and facilitate group communication)

Operations Product Specialist Resume Examples & Samples

3-5 years of loans administration experience
4 year degree in Finance/Accounting/Economics
Experience and familiarity with credit agreements
Excellent interpersonal skills, customer service orientation
Self motivated, confident and committed
Professional and proactive approach to work
Strong organizational skills, concern for quality & accuracy
Ability to work well under pressure and ability to multitask
Leadership and initiative

Operations Product Specialist Resume Examples & Samples

Planning, steering and controlling of the project objectives (deliverables, quality, time, costs) leveraging the project steering instruments (project plan, status reports, change requests etc.) and oversee and or conduct detailed business analysis, produce timely, clear and concise business requirements whilst working closely with IT partners to transform business requirements documents into detailed user stories
Oversee and or conduct in-depth UAT and UAT reporting with Operations and Business partners and ensure adequate training and know-how transfer and SOP documentation for the Run-the-Bank units
Relay information across different management levels on progress and risks, drives decision making process and escalations and provide accurate and equivalent central reporting of the project status within the IB Operations Change framework(s)
Planning and coordination of the finalization and hand-over of the project to the Run-the-Bank teams and tracks and remaining issues for resolution/handover

Operations Product Specialist Resume Examples & Samples

Provide support to client onboarding and front office staff with client related technical questions regarding Foreign Account Tax Compliance Act (FATCA) and UK FATCA
RTB role managing local tax onboarding team of 3-4 people
Serve as FATCA SME for FATCA strategic solution development and vendor software testing
Assist in training client onboarding and various other business areas with regards to FATCA requirements and account opening procedures
Oversight of client onboarding procedures to ensure compliance with FATCA regulations with regards to new account openings
Review and improvement of tax form collection, validation, and retention in the account opening process
Monitor global exception reports to reduce potential tax risk
Assist in change requirements for policies and procedures relating to FATCA
Liaise with Group Tax on regulatory specific requirements and questions
Resolving client queries and managing front to back exceptions
Monthly quality assurance sign off to management
Identifying and if necessary escalate high risk items to management
Build and maintain a comprehensive knowledge of all internal systems related to Tax Onboarding, Client Onboarding, and Reviews
Operating as part of a cross-product team and helping to support all functions in their timely execution of responsibilities
Understanding of corporate documents and structures
Ability to analyze complex client tax documentation (Form W-8IMY structures, new FATCA Form W-8 requirements)
Experience designing and implementing processes and controls for FATCA
1-2 years of information withholding and reporting experience
1-2 years of Project management experience
LI-TP1

Operations Product Specialist Resume Examples & Samples

Drive key strategic initiatives in funds clearing and settlement space for the group
Support business development and growth on new and existing funds clients & initiatives
Handling client, front-office, operational and network related inquiries in a professional and insightful manner (tax, legal, regulatory, market infrastructure, agent bank and external account related issues)
Internal and external stakeholder engagement plus managing their' expectations
Perform Due Diligence, RfP's and NBI's for funds related business and on respective fund agents
Achieve spend vs. cost transparency and forecasting accuracy for all fund agents
Support senior business and operations management decision making through fact-based analysis
Effective communication of competitive, market / industry and supplier intelligence
Extract improved risk/service/innovation value from the managed supplier relationships (agents, utilities and outsourced processors)
Manage contracts, relationships, SLAs, RFP processes and tactical/strategic negotiations
Harness commercial best practices in the organization through active project and change management
Comply with all compulsory training modules and risk mitigation procedures

Operations Product Specialist Resume Examples & Samples

Ensure that all 18 currencies across the customer segregated accounts and house accounts are correctly funded twice a day, whilst meeting the respective currency deadlines
Understand and monitor the Initial and Variation Margins across all the US domiciled exchanges (~ 10 exchanges)
Ensure that any discrepancies in balances between the banks and internal booking system (Coma) are quickly identified and resolved
Work with ETD Client Margins to resolve and create root cause analysis on the next day Nostro breaks, and report any large discrepancies to the Regulatory Reporting group
Adjust the midday loans to ensure that we are compliant with the internal targets around our Segregated, Secured and Sequestered computations and buffers
Work with Prime Services Funding to ensure that any over night and afternoon investments are correctly funded and booked
At the end of day, take appropriate loans in our USD client and house accounts to ensure that we are correctly funded before the Fed closes
Maintain and monitor in our internal booking system (Coma) the daily changes in interest rates across our bank and investment accounts
Work closely with our off shore colleagues to ensure that all intra-day reporting and reconciliations are sent at the SLA (Service Level Agreement) times
Work closely with ETD Client Margins and Client Service Group to ensure that all client margin payments are made on time. This will involve releasing payments from our payment system (KeyLink), whilst also coordinating with our external banks
Communicate effectively and openly with our key stakeholders
Ensure we are always compliant around our regulatory requirements within the ETD framework
Maintain sustainable relationships with other ETD and Collateral operations groups
Identify inefficient processes with the look to make it efficient in a risk adverse environment
Create synergies in processes with other groups within ETD and Collateral operations
High level of energy, enthusiasm and initiative
Able to communicate and build trust and respect at all levels of the organisation
Self motivated and able to motivate others
Process orientated
Strong analytical, numerical & facilitation skills
Able to handle pressure situations whilst also maintaining composure to complete the task at hand

Operations Product Specialist Resume Examples & Samples

Calculation of margin exposure and analyzing portfolios to ensure margin policies, hedging strategies and valuations are correctly applied
Escalation of issues to Risk, Credit and Account management and responding to client queries relating to valuation and margin calculation
Work with the Prime Service Product Development Group to develop new products e.g. HVDMA / Prime Vault
Liaise with other Collateral Functions to facilitate cross-product margining and support the growth of this business through tactical developments
Work with IT to build tactical developments into the strategic architecture as processes mature
Assist the development of processes and systems to enhance controls, improve client execution and minimise cost
Support the development of methodology understanding across the group and ensure client and process contingency through team training

Operations Product Specialist Resume Examples & Samples

Scheduling of CSR's for both phone and non-phone activities to achieve answer performance goals
Daily monitoring of SG-wide call queues
Partnering with Associate Managers to deploy and redeploy phone support resources as appropriate

O Connor Operations Product Specialist Resume Examples & Samples

Reconciliation of daily trades and positions between the trading risk systems and Accounting/Settlement system
Resolution of daily Trade Affirmation breaks and fails between UBS O'Connor and external executing brokers / prime brokers and custodians
Execution of trade amendments and where necessary trade cancellations at direction of Portfolio Managers/Traders
Daily communication within the Operations team and Prime Brokers regarding position break and settlement issues
Reconciliation and resolution of daily cash activity breaks between the Accounting/Settlement system and the Prime Brokers and custodians
Proactively identifying and resolving potential problems and risks before they arise and know when to escalate issues
Responsible for all aspects of trade lifecycle process from trade date through and past settlement date
Ensuring all deadlines are met and trade/positions discrepancies are resolved in a timely manner
Process early exercise/assignment activity between our system versus the Prime Brokers and communicate any assignments to Portfolio Managers
Coordination/processing Option Expiration contra exercise process. Communicating with Prime Brokers any early or contrary exercises. Reconciliation of exercise/assignment activity between our system versus the Prime Brokers
Back-up coverage for other members within the Ops Trade Support and Control Team
Operations point person for Trading group for general questions or trade/position queries, counterparty queries
Liaison for the Operations group to Fund's Service Providers/Fund Admins to assist them in completing month end NAV reporting as necessary
Project work at the direction of management
User testing of application upgrades and development enhancements
LI-JB2

Operations Product Specialist Resume Examples & Samples

Act as liaison between the client areas and the application development team
Create and maintain functional specifications
Create and maintain project plans through the project lifecycle
Create and maintain the test plans used in the project's testing phase
Monitor the various test phases during the project and assist in writing test scenarios and scripts
Coordinate and manage the various business users during the project's testing phase
Coordinate and manage open issues between the business and technical teams
Ensure all SDLC related documents are archived together with the other project documents on the Project's shared folders or SharePoint site. This includes Business Requirements (BRDs) and final versions of the FORMS and Disclosures. Also, the UAT test results are archived together with the project documents
Strong knowledge of systems development lifecycle and systems design – SDLC
Strong consultative, analytical and communication skills
Excellent testing skills
At least 5 years of Brokerage experience and financial industry background especially in Forms and Disclosures
At least 3 years of working with various Form Design applications – LiveCycle application and Adobe Acrobat a plus
Some knowledge of project management
Must be able to work off-hours on occasion (Late night or weekend hours)

Operations Product Specialist Resume Examples & Samples

Ensure trade data integrity (completeness, accuracy and timeliness) – at capture point, ie T0. This mandate includes, but is not limited to, independent trade booking verification, ensuring consistency between risk management systems and third party trade representations,
The DMO team also fills the critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s infrastructure
Facilitate the production and sign-off of an accurate T0 PnL, and T+1 reconciliation with the actual PnL in partnership with Finance
Ensure completeness, accuracy and timeliness of post T0 trading processing and data flow
Front-to-back reconciliations
Manage Life cycle management related processes
Monitor and improve where needed transaction flow into all consumers functions (Operations, Finance, Credit and market risk)
Improve T0 PnL Explain process
Utilise and improve upon risk tools to deliver a daily PnL explanation and commentary
Continuous enhancement of process in partnership with Risk and Finance
Detailed/Robust Reconciliation process to support the validation of the T+1 PnL data before handing over to the Finance function
The MO team also fills critical role to ensure trade booking practices adhere to pre-defined trade booking models, effectively acting as gateway into the Bank’s front-2-back infrastructure
1- Strong analytical skills, the ability to pick complex issues, articulate the problem set and present recommendations are critical
2- Cross functional reach – as the candidate will need to liaise across functions (Front Office, Finance, Market and Credit Risk, as well as Operations), the ability to navigate through vertical and horizontal layers of the organisation is essential
3- Product/Process knowledge: the candidate throughout his experience will have developed in depth knowledge of derivatives instruments, from a number of angles: product specificities, understanding of the businesses associated to this products, as well as strong command of the relevant control framework
4- Focus on delivery and impact: proven track record in delivering results and achieving targets, ability to work in a fast pace, trading environment
5- A strong working knowledge of Excel
6- VBA Skills are not a requirement but preferred
7- In this role the highest professional, ethical and legal standards will need to be maintained at all times
8- Innovative approach to solving day-to-day process problems
9- Control focused and experience of designing controls
10- Ability to network rapidly through the organisation in order to build and maintain effective relationships
11- Excellent communication skills – written and verbal
12- Experience working with Markitwire, BBG & CME
1- Middle office analyst, trading assistant, Product Control analyst or similar function, closely aligned to a/multiple trading desk/desks. In this capacity, the candidate will have experience and first hand knowledge Derivative trading, its products, pricing & associated risk attributes
2- The candidate will be able to demonstrate a solid understanding – practical and theoretical - of Derivative instruments, covering flow (e.g. Interest Rate Swaps, Swaptions, Total Return Swaps, Repo and Treasury instruments such as Tips, T-bonds and Futures,) and ideally more complex derivative instruments (Bespoke tranches, credit options…)
3- Experience managing and analysing large amounts of data including, trade details, PnL attributes and adjustment details
4- Depending on the level, experience as a trading assistant team leader is a plus
5- Experience building and creating new reporting systems

Operations Product Specialist Resume Examples & Samples

Ensure billing set-up and maintenance in accordance to the Services Agreement which describes the services to be rendered, the fees to be charged, and the method of payment
Partner with Admin to ensure new account billing set-up and account terminations are handled according to department guidelines
Must be self-motivated, challenge processes and have the ability to work without supervision

Operations Product Specialist Resume Examples & Samples

Maintain a thorough knowledge of Alorica’s programs, policies, and technology. Monitor a minimum of twenty calls per day per TSR/CSR, per assigned shift
Maintain accurate and sufficient documentation of TSR/CSR calls including
An Associates Degree (AA) from an accredited university or college; or a High school diploma, GED and 1 years related work experience
Experience (2+) years in a call center environment
Some prior supervision experience preferred
Ability to monitor and record improvements in performance
Ability to provide feedback and demonstrate a variety of coaching methods
Ability to write reports, and business correspondence
Ability to communicate effectively both orally and in writing
Ability to build and maintain effective working relationships
Strong attention to detail and some experience in Verification

NPI Operations Product Specialist Resume Examples & Samples

Detail orientation a must; results driven and proven DRI with hands on approach; self-motivated, proactive and driven
Strong written and verbal communication skills, and ability to articulate complex scenarios in simple terms
Excel, Database, & Statistical Software (SPSS, SAS, SQL etc.) experience a plus

Product Operations Product Specialist Resume Examples & Samples

Ensure the needs of our customers are at the heart of every decision the product team makes, and we deliver a world-class user experience
Work with product managers, project managers, engineering, marketing, sales, and business operations to plan and deliver capability improvements
Maintain internal and client facing documentation for News Agency products and capabilities
Support, and have the potential to eventually lead, client migration projects
Manage and monitor internal usage of News Agency products
Develop an expertise in News Agency products and capabilities and be able to confidently answer queries from internal and external stakeholders
Support Product Managers working with News Agency partners and vendors
Ability to produce detailed functional specifications based on business requirements
Experience participating in multiple phases of the product lifecycle (ideation, delivery, go-to-market, support, sunset)
Project Management disciplines
Experience of QA methodologies
Experience in a role focused on web technologies
Ability to communicate & work across time-zones and with colleagues for whom English is a second language
Experience, or deep knowledge, of the News and Media industry
Experience of B2B content delivery platforms
Proven experience in a relevant role in any of the following areas: Product Management and/or Support; Business Development; Administration; Project Management; Business Analyst

Operations Product Specialist Resume Examples & Samples

Support steady state business activities and adherence to the defined and agreed Product Taxonomy Operating Model
Manage daily resolution of product classification exceptions and management reporting
Product Data Maintenance and ensuring integrity of the taxonomy data and meet the requirements of the Product Taxonomy data consumers
Implementing functional enhancements to the Product Classification Service application as required to support consumer requirements and adhere to the PT Operating Model
Testing of PTX code promotions for releases and business readiness testing
Develop tactical tools to assist in process

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