Trade Operations Resume Samples

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D Gottlieb

Deshaun

Gottlieb

7082 Larson Creek

San Francisco

+1 (555) 645 1126

7082 Larson Creek

San Francisco

Phone

p +1 (555) 645 1126

Experience Experience

San Francisco, CA

Trade Operations Analyst

San Francisco, CA

Pagac, Hamill and Sauer

San Francisco, CA

Trade Operations Analyst

Work closely with management to prioritize initiatives, mitigate risk and impacts across the organization
Provide real-time analysis of market activity to establish fair value for ICE markets
Liaise with vendors, executing brokers, FCM’s, CCPs, and senior management to make transparent industry changes and impact to IO and BLK
Position will involve some work outside of normal business hours
Provide a quick turn around to trade disputes
Working knowledge of computers, Microsoft operating systems, and in-depth knowledge of standard Microsoft Office application programs
Monitor status of executed Equity, Fixed Income and Unit Trust trades to ensure timely affirmation is in line with BlackRock standards

New York, NY

Trade Operations Manager

New York, NY

Brown, Hammes and Osinski

New York, NY

Trade Operations Manager

Perform and monitor day-to-day processing of Trade Operations functions including matching and settlement of trades in complex markets
Reviews and provides sign off on daily departmental control reporting
Escalation point of contact for Trading Desks, Brokers, Custodian Banks, and other business partners to ensure operational challenges are managed
Engage in open communicate with internal and external customers and vendors where necessary
Assist with development and review for new and/or changes to departmental policies and procedures
Acts as subject matter expert on high profile and highly complex events with department Managers, Directors and VPs
Review quality errors and provide feedback to managers and associates/

present

New York, NY

Trade Operations Specialist

New York, NY

Ortiz, Ortiz and Barrows

present

New York, NY

Trade Operations Specialist

present

Performs timely and regular reporting to Senior Management and Relationship Management
Participation, together with Trade Product Manager(s), in developing and structuring new Trade products
Understands and manages client expectations in conjunction with the Relationship Managers
To perform safekeeping (custody) of all trade related documents (export, import trade documents etc.)
Assisting Trade Product team in new deals / products
Control and perform interest calculation for documentary operations
Intermediate between Relationship Managers and TCS

Education Education

Bachelor’s Degree in Business

The University of Texas at Austin

Bachelor’s Degree in Business

Skills Skills

Good knowledge of UCP, ISBP, URR
Strong sense of ownership and accountability for work
Consistent ability to adapt to process changes quickly and accurately
Good knowledge of UCP, ISBP, URR, Trade Services Products, Trade Finance Products
Clear Oral and Written Communication, Good Knowledge in Excel
Ability to execute and exceed both internal and customer expectations in a team-oriented Operations environment
Working knowledge of UCP, ISBP, URR
Ability to work as a team with offsite partners
Ability to build working relationships with stakeholders
Good oral and written communication skills

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15 Trade Operations resume templates

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Trade Operations Resume Examples & Samples

Maintain awareness of industry changes and their impact on the confirmation process
Liaise with vendors, executing brokers, FCM’s, CCPs, and senior management to make transparent industry changes and impact to IO and BLK
Solid working knowledge and understanding of trade processing, settlement processes and systems, e.g. CTM, Domestic Oasys, MarketAxess, Tradeweb, FXall, FIX, MT300, Bloomberg
Team player with excellent attention to detail, problem solving / analytical abilities, research skills and willingness to learn
PC proficient with experience in Excel, Word, PowerPoint and various Investment Management and trading platforms, e.g. Aladdin

VP-trade Operations Resume Examples & Samples

To design and embed an effective Trade Operations Global Framework to support the trade Hub and Spoke model
Work with key stakeholders, including Product, Coverage, Controls to ensure that the framework meets the needs of Barclays Corporate
Influence key stakeholders within the global hubs to ensure and evidence that the Global Framework is effectively applied in all hubs
Manage all operational elements of international Trade related changes, including set up of new trade hubs
Support BAU Trade operations in Western Europe and new hubs as they are established. Define reporting requirements for hubs. Monitor SLA performance, compliance and controls performance of hubs
Lead, motivate and develop the UK TMO (Trade Middle Office) team
Provide technical Trade knowledge to UK TMO Team

Assistant Manager Trade Operations Resume Examples & Samples

Ensure accurate & timely confirmation and settlement of Money Market, Foreign Exchange and Derivative transactions for GE trading entities. Products include FX spots, forwards, swaps, options, Non-deliverable forwards, interest rate swaps and cross currency swaps
Extend support to INR denominated debt and investment transactions, including compliance thereto in line with the prescribed RBI and other regulatory norms
Interface with Trading Execution, Trade Controls, Accounting Team and GE internal businesses to co-ordinate query resolution and ensure high quality service delivery
Provide support for creating an effective DR Back-up for Trade Operations across EMEA, India local and APAC zones
Timely resolution of payment queries from FX Counterparty banks relating to settlements
Develop, analyze and report out metrics to measure team performance & trends and design specific improvement plans for targeted areas of improvement
Proactively identify opportunities and lead initiatives to improve & streamline processes and enhance controllership, while ensuring compliance across all Treasury processes. Qualifications/Requirements
A first-attempt CA or an MBA from a premier business school, with at least two years of post-qualification work experience. At least 12 months of work experience must be in either

Regional Trade Operations Manager Resume Examples & Samples

Support the space negotiations thanks to strong retail knowledge and airport authority contacts
Maximize the shopping experience based on strong retail experience and technical knowledge
Assist the promotional activities negotiation thanks to strong retail knowledge and retailer/airport authority contact
Ensure the best promotional mechanics, through TR WWD promotional result data base, ROI analysis, and retailer benchmark knowledge
Adapt wisely planograms and space allocations especially for head of gondolas and retailer “animated shelves“ to maximize retail sales, thanks to data sharing with top airports taking into consideration, key shopper nationalities, sales seasonality, flight concentration and currency impacts
Master the installations for full Coty guidelines compliance
Improve the economics

India Trade Operations Manager Resume Examples & Samples

Increase in client kudos and decrease in client escalations
Exception reduction to increase STP
Improved results on VOC for India Trade
Project Beryl: milestones per agreed plan and set the right model for remarkable client experience
Assertive & strong teamwork/interpersonal skills
Motivated and self-driven with limited oversight requirements
Excellent decision making skills
Knowledge of ICC rules and CDCS certification will be added advantage
Demonstrates interpersonal skills and ability to work in a team and also across geographies
Ability to forge strong relationships with Risk & Controls, branches, service and business partners
Strong knowledge of RBI policies / circulars impacting Trade

Trade Operations Specialist Resume Examples & Samples

Maintains a controlled operating environment that complies with operational standards
Escalates critical issues to Team Leader, Head of Operations and Relationship Management
Performs timely and regular reporting to Senior Management and Relationship Management
Acts as a technical and knowledge resource to the team/business unit
Works with team members, auditors and other third parties to ensure that any operations issue is properly addressed
Understands and manages client expectations in conjunction with the Relationship Managers
Participates on regular team meetings to share and discuss feedback on Trade Operations matters
Distribution & Control of daily processing & reconciliations
Ensuring transactions are processed as per policy and procedures
Daily verification of transactions
Ensures transactions are processed / verified after appropriate approvals are obtained
Ensures all transactions are processed are in compliance with U.S / Local Laws
Ensures all transactions are processed within the required turn-around time, proper control and service quality
Intermediate between Relationship Managers and TCS
Manages periodic calls between TCS and the Branch
Sundry / AR / Nostro / Suspense / Deferred review periodically and timely liquidations
Ensuring that MCA & all reporting is done accurately and within timelines provided
Assisting Trade Product team in new deals / products
Resolution of exception processing by obtaining proper approvals from respective approving officer
Handling queries & timely response to Customer / CitiService / Relationship Managers / Credit Department
Sundry / AR / Nostro / Suspense / Deferred review
Prior experience of Trade through business/product management
Deep knowledge and experience about ICC, UCP and other Intl Trade Regulations including Local FX regulations
Ability to think strategically and structure business plan
Minimum Bachelor’s degree or MBA
Minimum 3 years’ experience in Trade Operations or similar fields
Fluent in French writing and speaking
Fluent in English, strong oral and written skills

Associate Trade Operations Resume Examples & Samples

Managing the daily BAU of Trade Confirmations Process done by BlackRock across APAC, EMEA & US location
Manage the Security & Derivative Confirmation Process
Route trade details/ portfolio allocations & receive written or electronic trade confirmation from counterparties daily
Coordinate with dealer community on STP efforts to further automate confirmation process
8 to 10 years of total work experience preferrably in Capital Markets Trade Operations viz. Trade Confirmation, Matching & Settlement Space
Team Management Experience with prior experience on people Management, Setting Objectives, 1-1s, Performance Management
BS/BA in business, finance or related field, MBA preferred
Team player with attention to details, problem solving abilities, and analytical skills
Prior Experience working with Trading Desk team will be preferred

Global Trade Operations Specialist Resume Examples & Samples

Receives and reviews an assigned types of Letter of Credit (LC's) such as Import LC's, Export LC's or Standby LC's of moderate to high complexity and confirms that all necessary documents are presented pursuant to external/internal regulatory guidelines (i.e. ICC, UCP, and/or OFAC). Complexity is determined by the number and terms or conditions established in the transaction
Examines, verifies, and ensures that the documents are accurate and contain appropriate language (e.g. instructions,) and adhere to external regulatory guidelines. Specifically: requirements applicable to international trade transactions, foreign trade practices and the associated legal requirements
Under minimal direction, manages all stages of the transaction processing including: logging, entry, internal file preparation, issuance, advising, amendments, negotiations (Examination of Documents), authorization to pay, transfer LC's, confirmation and settlements /payments. Able to process transactions with minimal reference based on level of knowledge of internal/external regulatory guidelines
Handles complex customer or business partner inquiries regarding assigned international trade transactions. Resolves disputes or escalates to appropriate team member for resolution
Prepares and reviews all monetary and non-monetary entries adjustments for all product types (e.g. Import LC's, Export LC's and/or Standby LC's and Documentary Collections.)
Prepares, reviews and processes accounting and liability entries for settlement and payment of maturing banker’s acceptances
7 years in Trade Finance, International banking in a financial institution operations center
In-depth knowledge and execution experience with documentary collections, bankers acceptances, AVAL's and settlement/payments
In-depth knowledge and application of international trade transactions, UCP 600, URC 522 and associated legal and regulatory issues and requirements
In-depth knowledge of customer service and dispute resolution. Respond to all LC & Documentary Collection inquiries of complex nature verbally and in writing without assistance
Prepares and reviews all monetary and non-monetary entries adjustments for all product types including Import LC's, Export LC's and/or Standby LC's and Documentary Collections

Trade Operations Head Resume Examples & Samples

5-10 years banking operations experience across all departments preferable in a managerial capacity in Trade Operations
Good understanding of controls, operational requirements and policies
Knowledge of applicable local regulations
A University degree, honours would be an added advantage
Attended management and leadership courses

Cib-trade Operations Specialist Resume Examples & Samples

Letter of Credits analysis, issuance and negotiation
Letter of Credit’s Advice
Analysis and negotiation of export and import collections
Local guarantees processing
Customer Service activities
Exchange hiring and settlement
Strong focus on internal and external client satisfaction and the building of excellent relationships with them
Accounting and reconciliation Knowledge
Desirable Spanish
Comfortable working within tight deadlines
Flexibility to assume different functions and responsibilities

Analyst Trade Operations Resume Examples & Samples

Confirm and affirm transactions with counterparties across all product sectors
Process MBS TBA pool allocations
1 – 3 years experience
Previous experience of working in a global organization preferred

Team Lead, Exports Global Trade Operations Resume Examples & Samples

Lead and develop Exports and Accounting teams, including responsibility for their collective performance
Responsibilities include processing trade finance transactions within rigorous timelines while adhering to rules and regulatory requirements including AML always ensuring that daily compliance with pre-established Business Partner Agreements is met
Verification and release responsibilities within authorized discretion, verification and resolution of correspondence queries always ensuring that daily compliance with pre-established Business Partner Agreements is met
Handle highly complex transactions and disputes
Assist manager in assigning authority levels ensuring they are aligned with complexity of transactions
Assist in communicating compelling vision and secure business unit’s “buy-in” regarding mission and goals
Establish an environment where members actively contribute creative suggestions for the success of the unit
Provide technical expertise to internal and external customers and act as SME for your group
Sound technical competence in all aspects of letters of credit preferably all trade finance products
Comprehensive knowledge of all aspects of International Banking, including international payment methods, systems and settlement practices
Three to five years of experience in Trade Finance Services
Good understanding of Bank’s products, services, organization structure and interrelationships
Operates in high pressure, high volume, deadline driven production environment

VP-trade Operations Manager Resume Examples & Samples

Lead, motivate and develop the Trade Finance Operations function
Drive strategic change initiatives across the business
Ensure global trade framework is fully embedded across our global hubs
Work with key stakeholders, including Product, front office and controls to ensure that the framework meets the needs of Barclays Corporate

Tts-trade Operations Resume Examples & Samples

Receive Customer Calls
Follow up with issuing banks for transactions pending due to clarification from them
Respond to customer email queries. Analyze customer errors and advise client on better possible alternatives
Escalate delays in processing to Unit head & product team at assigned customer level
Monitoring of all pending transactions of the assigned platinum customer
Multitasking a must requirement

Tts-trade Operations Resume Examples & Samples

Receive Customer Calls for UAE clients including Platinum and Gold clients
Represent UAE business in various region wise client experience related initiatives
Accountable for ensuring that the unit comply with the Citibank Risks & Control policies and processes
Identify areas of improvement from client experience perspective and lead those initiatives
Stakeholder management with all partners across Product, legal, sales; Be the point of contact for them
Liaise with product team on clarifications/issues/differences with Control unit on pricing and ensure transaction is closed
Respond to customer email queries
Analyze customer errors and advise client on better possible alternatives
Update branch ops team on customer’s revised/new requirements
Follow up on exceptional transactions/deferral approvals for the clients wherever required
Proactive interaction/coordination with internal/other/Citi branches to clear the transaction
Clarifying/discussion of discrepancies in the documents with the client
Help unit to manage various unit control activities around queue management, volume analysis
Liaising with product partners on new solutions impacting UAE customer experience
Multi-tasking a must requirement
Proficiency with Excel, Word and other MS Office applications
Critical and independent thinker
Strong focus on Controls

Team Lead-global Trade Operations Resume Examples & Samples

Ensure adherence to Uniform Rules governing documentary credits, as well as government regulatory requirements
Ensure adherence to key operational controls through internal audit and control procedures
Promote team effectiveness through purposeful focus on doing what is important to build a team and maintain a positive spirit and collaborative dynamic
Eliminate barriers so that team can work through challenges and become increasingly effective, including cross-functional teams
Encourage team to identify refinements to processes and initiate best practice activities
Provide technical expertise to internal and external customers and act as SME for your group especially in EDI/ PO issues
Manage and organize workflows through Document Management queues on TPS to meet deadlines and established Business Partner Agreements
Assume some roles and responsibilities during manager’s absence. Host huddle meeting at least once a week
Sound knowledge in ATP, EDI, PO upload and able to identify technical issues will be advantage
Sound knowledge of ICC Uniform Rules for letters of credit including ISBP, INCOTERMS etc.…
Comprehension of general banking practices and the laws/regulations governing financial institutions
At least five years of experience in Trade Finance Services
Ability to lead and contribute to a high performance team
Flexible in working hours and able to cover non-US working days in a short rotation list
Sound P.C. skills
Promote effective interaction with internal and external customers
Good analytical / systems thinking skills
Excellent communication skills (verbal and written)

Global Trade Operations Resume Examples & Samples

5 years of related experience
University degree or CDCS designation
Thorough knowledge of uniform rules governing letters of credit
Proven accuracy with alphanumeric data entry supplemented with strong organizational skills

Institutional Clients Group Latin Trade Operations Summer Intern Resume Examples & Samples

Client ‘soft skills.&#8217
System flows, process flows and process improvements
Develop strong understanding of Trade product processors and support systems
Support the development and implementation of new processes, controls and initiatives
Develop and demonstrate ability to work under pressure in a high growth environment
Opportunity to build strong, positive working relationships across the board with Citi processing partners, Global Operations and Product and cross functional and support functions
Create a line of communication with cross-functional partners to ensure a collaborative, constructive approach to addressing client issues
Knowledge of Microsoft Office products – specifically Outlook, Word, Excel, and PowerPoint. Microsoft Project is a plus

Analyst, Trade Operations Resume Examples & Samples

Assist in the confirmation and settlement of transactions for GE Financial Markets to the agreed regulated requirements – foreign exchange, derivatives, reverse repo and collateral management
Ensure minimum occurrence of interest claims maintaining zero tolerance for error across all transactions
Following up with counterparties on a daily basis to ensure minimum cost to GEFM on claims
Assist in the oversight and analysis of key transaction controls to ensure accuracy and consistency confirmation and settlement of transactions
Assist in the continued enhancement of core Transaction Management Systems
Filing and maintenance of reports and confirmation documents in adherence to regulation requirements
Supporting the reconciliation team daily to clear the reconciliations
Assist in the development of a global service offering, maintaining the role of the Dublin office as a centre of excellence
Maintain effective communication with key stakeholders in order to adapt the Middle Office service offering to changing customer requirements
Bachelor’s Degree in finance, economics or related field
Prior experience related to Debt and Derivative instruments and Collateral
Must submit application for employment through COS (internal candidates) or www.gecareers.com (external candidates) to be considered for this position
Must be willing to comply with pre-employment screening, including but not limited to reference verification and background check
Must have unrestricted authorization to work in Ireland
Prior work experience in Finance, Capital Markets or Treasury
Strong interpersonal & communication skills, can-do-attitude / self-starter
Prior experience in demonstrating successful cross-functional engagement and consensus building; experience in a matrix and global environment preferred
Strong analytical, problem solving skills
Exposure to Wall Street Systems, Markitserv & SWIFTAccord an advantage

Global Trade Operations Analyst Resume Examples & Samples

1+ year of Trade Support / Middle Office or equivalent Operations experience
Product knowledge with all Listed and Foreign Equity; Fixed Income Products; Credit Default Swaps; Equity Swaps, Interest Rate Swaps, and OTC Securities
Solid understanding Domestic and International Equity, Fixed Income, Futures, OTC and Derivative Settlement Cycles
Experience with EzeCastle, Traiana, Advent Geneva, Omgeo CTM, Oasys and ALERT
Knowledge of SWIFT, Repo and Bank Debt

FA Trade Operations Specialist Resume Examples & Samples

Monitors Portia PA throughout the day to make sure all trades are transmitted to the fund accounting platform
Manually books trades into the fund accounting platform that do not flow in automatically. This would encompass the processing of complex instruments, including swaps, unlisted options, certain foreign currency forwards, etc
Review reject reports to ensure all trades have been transferred from Portfolio Operations to fund accounting platform and address all exceptions
Review workstation reports to ensure fund accounting platform and portfolio operations are in balance
Works with the Fund Administration team, Data Management, and others to resolve discrepancies
Works with Data Management to have new securities setup in fund accounting platform as required
Completes month-end reconciliations and provide reports to Fund Administration on Funds year-end
Reviews and test new security types
Addresses position reconciliation breaks between fund accounting platform and the custodian or other internal systems. Resolve issues by leveraging custodians/ other INVESCO departments and follows up to ensure resolutions are properly posted to fund acc
Coordinates with Data Management regarding trade corrections related to erroneous security master data or other data issues
Train existing and new staff on new procedures and other issues
Provide alternative solutions to improve the quality and efficiency of the department
Supports audit requests regarding trade postings into fund accounting platform
Attend meetings with staff and other INVESCO departments
Serves as overall owners of trade data in the fund accounting platform
Completes non-daily tasks and special projects as assigned by the Fund Accounting Managers
Advanced knowledge of many operations functions within the industry and firm is preferred
Knowledge of derivatives is a plus
A minimum of 2-years of experience with PC based network systems and proficiency with Microsoft Office programs
Must be able to perform each essential duty satisfactorily

Trade Operations Resume Examples & Samples

Confirm and affirm transactions with counterparties across all product sectors - preferrably Derivatives and Collaterals and then Equities, Fixed Income
Work with Traders and Counter-parts in resolving Trade Confirmation queries
Work with Custodians to make sure that Trades are instructed on time and are processed By custodians for timely settlement
2 – 4 years experience preferrably in global Investment Management and Investment Banking firms
BS/MBA in business, finance or related field
Understanding of financial markets and related instruments - preferrably Derivatives(Exchange Traded Futures, SWAPS, Collaterals) as well as Equities & Fixed Income
A strong emphasis on time management in addition to being well organized and detail –oriented
Ability to multi task and be flexible in terms of working in shifts
Proficiency in Microsoft Office and an aptitude for learning new applications

Trade Operations Resume Examples & Samples

Responsible for managing a team of 10 to 12 people and reporting to a Vice President in Trade Ops
Managing the daily BAU of Trade Confirmations / PreMatching /Settlements Process done by BlackRock across APAC, EMEA & US location
Manage the Security(Equities, Fixed Income, FX) & Derivative(Collateral, SWaps) Trade Confirmation /Settlement
Daily tracking of work, people(Leave Planning) and issues and constantly raising them to stakeholders for better resolution and tracking of such issues
Counter-party Relationship Management and raising any issues to them asap
8 to 10 years of total work experience preferably in Capital Markets Trade Operations viz. Trade Confirmation, Matching & Settlement Space
Positive candidate who can raise/escalate Process issues and constantly drive things with Stakeholders to resolve issues with efficient stakeholder Management across locations

Unit Head Trade Operations Resume Examples & Samples

Managing the treasury operations
Ensuring effective quality control, procedures are in place and are being adhered to, to minimize operational risk
Ensure timely and accurate processing and settlement of transactions across all products i.e. FX, Money Market, Fixed Income and Derivatives
Ensure all departmental reports and analyses are accurate, complete and produced within the required deadlines
Develop strong relationships with Central Bank, Local Banks and Citi Offshore branches
Develop relationships with cross areas within bank such as Finance, ICU and Compliance etc
Coordinate with external auditors
Motivate, evaluate team performance, including reward and recognition of Treasury Operations
Provide support in training new members of the team
Continual review of processes to highlight opportunities for improvement
Minimum Graduate, Preferably Masters
Preferably with 2-3 years’ experience of working in Treasury Operations (TROPS)
Banking Operations experience
Excellent Managerial Skills

Manager Trade Operations Resume Examples & Samples

Manage and lead Trade Finance Operations team of 10-15 members
Responsible for the maintenance of internal quality and operational processes
Work with the subject matter experts to analyse, interpret and manage international trade data, such as Customs Rules & Regulations and Trade Documentations
Work with departments across TSCO teams to ensure the full and comprehensive set of processes and procedures is in place in all locations. Works closely with Team leaders and Managers and with other groups to capture data and build reports
Drive efficiency into the system by continuous improvement of the existing work methodology and increase productivity by bringing Best Practice
Develops Business Scorecard and monitor the operations performance vis-à-vis the benchmarks
Manage the 360' engagement with People, Peers, Managers and stakeholders
Lead the team towards higher performance and building SME's and developing future leaders
Seek outopportunities to drive efficiencies within Operations
Support and adhere to the Quality Operating System and its objectives by generating metrics, root cause analysis, and corrective/preventative actions to achieve continuous improvement
Monitor the quality level for all aspects of individual or team projects and ensure that quality issues are properly addressed and resolved
Mentor, coach, and develop staff member
Minimum 8 years Trade operations experience
Thorough knowledge of UCP 600, ISBP, OFAC compliance and sanctions
Graduate /Post graduate with minimum 8 years of experience
Should be willing be work in flexible and service clients across the globe
Hands on experience in Trade Finance Operations
CDCS certification
Should be a self-motivated and enterprising individual
Strong communication skills with relation management skills
Good documentation and presentation skills
Should have an ability to analyse processes and identify improvement areas and suggest action plan
Should be able to think through problems, manage crisis situations and motivate people
Should have a positive attitude towards work and willing to learn and contribute to the business
Flexible to work in early morning shifts (7.00 am IST)
Flexibility and adaptability

Trade Operations Specialist Resume Examples & Samples

Timely execution of all transactions under core trade services products (Bank Guarantees, Letters of Credit, Documentary Collections) within established cut-off times
Daily verbal and written communication with internal and external counterparts
Active support provided to Citi clients as well as to Citi sales teams in order to meet their needs and expectations
Strict adherence to all internal and external procedures, policies and regulations with strong emphasis on AML and Compliance

Global Trade Operations Manager Resume Examples & Samples

Your in-depth understanding of the workings of custody, accounting and investment operations industry
Your detailed knowledge of securities and monetary transactions with associated financial services industry systems, standards, and regulatory conditions
Your excellent written and verbal communications skills
Your ability to make decisions with little oversight or guidance
Your strong client service skills
Your ability to recognize high risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity

Trade Operations Analyst Resume Examples & Samples

Serve as liaison between headquarters, business units and IT to determine the best trade systems solutions needed to serve the business. This includes gathering business requirements, assessing needs, analyzing gaps and alternatives to develop and automate the most effective and efficient solutions
Engage in multiple tasks while simultaneously supporting production systems and reporting
Collaborate closely with teams on long-term project initiatives, which may require taking on various roles across multiple work efforts
Work closely with management to prioritize initiatives, mitigate risk and impacts across the organization
Professionally drive and challenge teams on needs, assumptions, and expected outcomes through collaboration; working to develop and drive to one consistent process across the organization and minimizing customization
Integrate acquisitions into current business and system models, developing new capabilities based on business driven decisions
Utilize agreed upon methodology for project planning, execution and implementation by documenting and communicating regularly to team members and internal customers
Two + years business experience in CPG industry with work history consisting of business process design, project experience or analytics
Demonstrates basic knowledge of SAP R3 master data: customer, products in addition to hierarchical structures such as: customer, product and sales hierarchies to assist with the structural and security set up for trade planning
Demonstrates basic understanding of the application of pricing and spending along with condition records with SAP R3 to assure the customer invoicing and financial processes correctly affected
Demonstrates understanding of trade planning (i.e., account and new distribution) utilizing SAP CRM/TPM/TM/NDF to assist field sales and support teams with the development and execution of plans
Strong Excel skills required in order to utilize front-end tools developed for trade management (i.e., TM, NDF, and Allocation Tool)
Proficient skills using Microsoft Word and PowerPoint to provide clearly understood visual aids and communications regarding project designs
Strong knowledge of project management along with following core competencies
Quantity of Work:Produces an appropriate level of work without getting engaged in unnecessary detail; able to manage multiple projects; able to determine project urgency in a meaningful and practical way; organizes and schedules people and tasks based on project timeline
Communication:Strong inter-personal skills; writes and speaks effectively to function and aligning to the situation, collaboratively and effectively with internal customers and management; states own opinions clearly and concisely demonstrating openness and honesty, explains reasoning behind own opinions; listens well during meetings and feedback sessions, asking for opinions and feedback of others; asks questions to ensure understanding; exercises a professional approach to communication; uses consideration and tact when offering opinions
Customer Service:Listens and responds effectively to customer questions; resolves customer problems following up to evaluate customer satisfaction; respects all internal and cross-functional customers; commits to exceeding customer expectations
Problem Solving:Anticipates problems; sees how problem and solution affect other business units; gathers information before making decisions; weighs alternatives in conjunction with objectives and arrives at reasonable decisions; adapts to changing priorities, deadlines and directions; works to eliminate all processes which do not add value and simplifies outcomes; is willing to take action, even under pressure, criticism or tight deadlines; takes informed risks; recognizes and accurately evaluates the signs of a problem; notifies supervisor of problems in a timely manner
Attention to Detail:Follows detailed procedures and ensures accuracy in documentation and data; carefully monitors work in progress; does not negate routine work details; organizes and maintains a system of records to fulfill audit requirements
Flexibility:Remains open-minded and changes opinions based on factual input or new information; performs wide variety of tasks and changes focus quickly if demand changes; manages transition from task to task effectively
Organization:Able to manage multiple projects; able to determine project urgency; uses goals to guide actions; creates detailed action plans; organizes project work and schedules people and tasks effectively
Development:Works to improve the performance of oneself and others by pursuing opportunities for continuous learning/feedback; exhibits a “can-do” approach and inspires associates to excel; develops a team spirit
Quality Control:Maintain high standards despite pressing deadlines; does work right the first time and inspects work for flaws; tests new methods thoroughly; considers excellence a priority
Innovation:Able to challenge current practices; adapts established methods for new uses; pursues ongoing system improvement; creates new solutions

Cib-brazil Trade Operations Resume Examples & Samples

Issue agreements and other transaction documentation
Perform calculations and process financial procedures
Perform reconciliations and accounting investigations
Participate on BAU Trade transaction processing, providing assistance to the team
Handle physical and digital documentation
Prepare metrics and reports
Students of Business Administration, Economics, Engineering or Accounting
Must have customer service skills, problem solving skills and decision making ability, written and verbal communication skills, ability to follow policies and procedures
Teamwork, hands on, organized, critical sense and attention to details
Must have expertise with Microsoft Office Word, Visio, Excel, and PowerPoint
Proven ability to analyze complex processes and systems
Analytical skills to understand operational procedures and policies
Intermediate English and Spanish required. Advanced to Fluent English desirable

Trade Operations Head Resume Examples & Samples

Issue import and export letters of credit and accepts payments: Notifies exporters and importers of issuance of letters of credit covering shipment of merchandise. Reviews letter of credit documents to determine compliance with international standards. Verifies terms of credit, such as amount, insurance coverage, and shipping conditions to determine compliance with established standards. Coordinates customer credit information and collateral papers with relationship managers to comply with bank credit standards. Records payments and liabilities and other customer account information
Trade transaction processing, particularly Export and Guarantees and other trade-related transactions within the laid down procedures
Commercial loan control center for commercial loans-letter of credit facilities
Determining and monitoring exposures versus internal credit limits/ counterparties
Management off shore bookings with off shore Booking Unit as alternate BBU coordinator
LCs settlements and customers’ credit financing loans
Checking up customers’ credit exposures Communicating customers and offering advises to meet their benefits
General follow ups with institutions, customers and insurance companies
Ensure compliance with institutional and local policies and regulations specially those related to U.S Sanctions, red flags, Ofac rules, Anti Money Laundry and Anti Boycott Language
Interact with Customers, Counterparty banks to ensure smooth transactions
Interact with Treasury department to validate exchange rates
Communicate with clients to ensure efficient processing of Trade transactions
Ensure adequate control over outsourced products
Liaise with advising banks regarding L/C confirmation
Co-ordinate with local and foreign banks to monitor incoming L/Cs
Monitor incoming funds received for export bills and instruct the negotiating/collecting banks to take the necessary actions if payments are not received upon maturity
Contribute to establishing and implementing effective procedures, controls, and processes relating to general ledger reconcilements in order to maximize efficiencies and to ensure compliance with audit standards
Monitor, identify, and evaluate client needs and opportunities
Support the Trade banking sales team through joint customer tele-calls
Checking documents and negotiating the documents – determine waivers
Handling maintenance of transaction records, and old records
Handling customer transactions, settlements and report exceptions
Full awareness of continuity of business (COB) plans for department in addition to planning contingency tests and needed
Support other departments where the need arise
Support department head to achieve budget
Volumes reporting through GMRS
Full awareness of organizational policies and procedures
Ensure error free environment
Minimize ops losses
Ensure no customers’ complaints
Take over assignments as assigned by Trade Head or SCOO
Review errors and resolve root cause for non-recurrence
Ensure that assigned list of clients are properly handled
Assist Trade head in reviewing global and local procedures
Full adherence to Citi global compliance/regulatory and department policies and controls

VP-am IMA Trade Operations Resume Examples & Samples

Responsible for meeting client deliverables with a high level of timeliness and accuracy
Develop an environment of continuous focus on quantifiable productivity and quality
Interact with global location managers in an effective and professional manner
Monitors all relevant Management Information System data ensuring all issues have been resolved expediently
Identifies department strategy and goals related to broader organizational goals and direction
Constant and regular review for direct reports. Set expectations with direct reports, regarding positive motivation and leading through accountability
Accountability for Performance Management and Talent Review process
Participate in special projects such as, data clean up, process improvement analysis, strategic projects
Develop and report metrics to monitor progress and identify opportunities for change
Operationally leading the process of incoming & outgoing transfers of assets
Leading the Middle office operations including settlements of trades, release and monitoring of swift messages for brokerage and Investment managed clients
Leading the Alternatives investments operations team for Private Equity, Hedge Funds & Mutual Funds
Strong Securities background and ability to work in a matrix org
Exposure to transaction analysis & tax transferring
Worked in initiatives to strengthening the control environment in business
Client focus - Role involves servicing High Profile Private Bank client facing teams and ensuring that a super client experience is one of the key deliverables for the team
People management - Should be able to manage large teams as well as manage the expectations of people
Leadership skills to drive discussions, lead the group
Having global exposure and in-depth understanding of entire trade life cycle
Exposure to non banking financial services
Must have managed large teams across multiple locations
Excellent in communication & interpersonal skills
Collaborative and inclusive approach in terms of decision making and consensus building
Ability to articulate, influence and drive change by first focusing on creating strong credibility
Ability to question status and connect with people at the grass root level and invest in their development
Willingness to roll up his/ her sleeves, understand details and also be able to see the big picture
Lead by example and demonstrate the right values and beliefs- ability to drive business results through his/ her people
High Ownership and accountability- affinity for numbers and attuned to driving metrics
Control orientation and Risk awareness- Candidate must possess an eye for detail and must be able to create an environment of control and compliance
Have an affinity or ability for systems thinking and must be able to independently drive Technology initiatives within the Ops business
MBA / Post Graduate from recognized institute / University with 10+ years of relevant work experience

Trade Analyst, Trade Operations Resume Examples & Samples

Primary point of contact for direct trading partners
Utilize CRM ( salesforce.com) to document all customer channel communications
Responsible for all order to cash functions in compliance with DEA regulations and financial controls. Ensures accurate and timely processing of all orders. Monitors dashboard to ensure that key account’s orders have cleared through to physical distribution
Works closely with Order Management team to communicate stock level issues at wholesaler’s forwarding distribution and depot locations. Creates detailed inventory management reports from customer’s 852 / 867 data
Multi-channel contact center coverage during standard business hours
Creates statistical reports relating to orders, returns, and credits for key account assignments
Resolves order/delivery discrepancies
Responsible for the creation, analysis of credit packets and credit adjudication within defined SOX controls
Works closely with AR on deduction management for accounts and participates in regular meetings with AR and account
Develop key account briefs and report outs to AD and Director
Works closely with A/R and physical distribution to handle any order or credit issues. Track and trends technical returns and provides recommendations to management
Release credits
Supports the ADNA in daily operational matters
Works closely with Master Data team to ensure customer and product masters are accurate and systems are operating efficiently
Provide support to the Return Good Coordinator position
Ad hoc project work as lead or participant, as instructed
2 years in pharmaceutical industry specifically trade operations, sales and distribution or customer support

Data Manager, Trade Operations Resume Examples & Samples

Ensures master data is set-up accurately in all sales support systems (Customer, Material & Pricing) Reviews and resolves master data issues as required
IT Liaison for ERP, NCC, EDI & Salesforce.com
Responsible for loading all pricing into the system
Creates and maintains all training work-steps for data area
Works closely with Associate Director, Data Analytics to troubleshoot system problems
Creation and Maintenance of templates for all master data elements to support ongoing and new initiatives in Trade Operations
HDA product set-up forms
Attends and represents the department at Supply Chain Management meetings( in support of line extension and new product launches) and IT Council Meetings
Reviews and maintains all daily SOX reports and prepare all audit documentation
Responsible for testing and validating new applications, changes, and enhancements to sales support systems
Responsible for all EDI transactions related to trade orders and returns
Establish a communication schedule to update stakeholders including appropriate staff in NPC on the progress of projects and/or work orders
Develop and maintain strong working relationship with third party reverse distributors

Trade Operations Analyst Resume Examples & Samples

Personal qualities and values that are consistent with and would be additive to Wellington Management's culture as described in our culture statement
Strong organizational, verbal, and written communication skills, with an emphasis on accuracy, concision and timeliness
A college degree with at least four years relevant work experience
Experience with commonly used business applications such as ALERT, OASYS, Bloomberg, Omgeo Connect/CTM, Omgeo TradeSuite and SWIFT will be considered a plus
Knowledge of Microsoft Office (Word, Access, Excel) is required and technical skills, such as data mining via SQL, will be viewed favorably
Graduate education and/or professional coursework/certifications will be differentiating

TTS Trade Operations Head Resume Examples & Samples

The successful individual would have experience of working in a Trade Services area and be conversant with industry direction, leading products and trends
Trade Service and Trade Finance experience is essential
Experience in financial management in terms of budgeting & forecasting, expense management and product allocations
Demonstrable people leadership/management
University degree/Economics secondary school with school leaving exams
Excellent interpersonal, communication and leadership skills. Ability to lead under pressure
Strong organizational skills and the ability to multi-task effectively in a high-volume environment
Customer orientated
Commitment to quality and attention to detail
Fluent English and Czech or Slovakian both verbal and written
PC & MS Office skills
Reliability, flexibility

Trade Operations Manager Resume Examples & Samples

Perform and monitor day-to-day processing of Trade Operations functions including matching and settlement of trades in complex markets
Ensure all escrow requirements are met in line with the Trading Desk
Reviews and provides sign off on daily departmental control reporting
Escalation point of contact for Trading Desks, Brokers, Custodian Banks, and other business partners to ensure operational challenges are managed
Point of contact for local Hong Kong compliance / regulatory requirements
Engage in open communicate with internal and external customers and vendors where necessary
Participate as subject matter expert in projects as needed
Assist with development and review for new and/or changes to departmental policies and procedures
Acts as subject matter expert on high profile and highly complex events with department Managers, Directors and VPs
Review quality errors and provide feedback to managers and associates/
Monitor critical risk reports and controls and identify ways to mitigate risk
Direct staff management responsibility including the facilitation of staff 1 to 1's, team meetings and daily huddles
Monitor key performance indicators to provide recommendations on factors affecting the customer experience
Act as as industry representative for practices related to Trade Operationsor Middle Office activity
5+ years of financial services experience, preferably with exposure to Custody Operations and/or Trade Life Cycle management
3+ years of personnel management experience preferred
Innovative - looks for new ways to improve current processes and develops creative solutions
Sharp judgment and demonstrated ability to logically identify, isolate and resolve problems
Ability to lead independently and in a team environment under very stringent deadlines
Working knowledge of downstream impacts, workflows and requirements of internal and external business partners and systems applications
Advanced knowledge of all business processing functions within one or more of the Trade Operations functional areas
Strong Knowledge of all asset types including but not limited to Equities, Bonds, Options, Warrants, Derivatives, Collateral, Repo, Stock Lending
Solid knowledge of the custody operations business, industry practices of market settlement practices preferred
Basic understanding of project management principles
Ability to make decisions with little oversight/guidance
Solid knowledge of business and industry practices
Must have the ability to develop solid action plans to resolve daily operational issues/ problems

TTS Global Trade Operations Resume Examples & Samples

7-10 years of relevant experience
Knowledge of TTS/Trade operational processes, controls and audit requirements
Basic understanding of Technology in TTS/Trade area
Knowledge of International Trade Products Working (LC""s, Collections, Guarantees, Open Account, Trade Finance, etc.) is preferred

Specialist, Trade Operations & Analytics Resume Examples & Samples

Daily analysis of EDI transactional level data
Lead or participate in Trade related projects as requested
Development, management and analysis of Department KPIs
Provide analytic support for order flow, on hand inventory and product sell out
RFP development and analysis
Product integration lead
Lead customer analytic reviews with National Account Managers and Trade Director(s)
Provide analytic support to Finance and AR regarding activity and credit limit management
Support Department with Ad Hoc data requests
BA/BS in related field…MBA a plus
2+ years of experience in an analytics, forecasting, and/or strategy role within consulting, healthcare, or the pharmaceutical industry required
Ability to analyze/interpret large data sets from multiple sources such as SAP, vendor portals and other ad hoc reporting
Experience with statistical programs preferred
Proficient in Microsoft Word, Excel and Access
Cross functional leadership capabilities
Dealing with Ambiguity

Trade Operations Manager Resume Examples & Samples

Manage a team including 3rd party providers to ensure strong country engagement and performance, delivering a consistent and best in class trade management program
Execute the use of SAP GTS modules, Amber Road and Trade Automation
Negotiate agreements and manage trade compliance third party providers, including but not limited to customs brokers, external consultants
Review performance on a monthly basis to drive performance in focus areas
Address compliance concerns to support the reliable and timely movement of ABB products and materials
Collaborate closely with ABB’s Regional Trade Operations Manager and legal teams to ensure trade and compliance related issues are identified and communicated across the business
Research customs and regulatory requirements for all new origins and destinations but not limited to import licenses and registrations, valuation, royalties, documentation, import restrictions, and labelling requirements
Identify and monitor potential legislation that could have legal, operational, or financial impact to ABB
Direct national customs audits and coordinate responses to government agencies
Coordinate and execute internal audits of ABB, including all subsidiaries and affiliates, to ensure compliance with local customs rules and regulations, and internal ABB directives
Manage operational execution of tactical trade management related functions
Manage customs related programs including but not limited to Free/Foreign Trade zones, IPR, BTI (Binding Tariff Rulings) bonded facilities, antidumping duties, tariff quotas, pre-classification, C-TPAT, AEO
Communicate and coordinate with product group and business unit managers/stakeholders regarding the trade compliance obligations of ABB's global activities, realization of potential duty saving programs and the regulatory/duty implications of specific supply chain scenarios

Senior Analyst, Global Trade Operations Resume Examples & Samples

Bachelors in related field, or equivalent work experience, preferred
2+ years’ experience in related field, preferred
Works on projects of moderate scope and complexity
Apply robust global trade knowledge to help Cardinal Health business units comply with U.S. customs regulations and other government agencies’ (e.g. FDA etc) regulations for international shipments
Classify products per Harmonized Tariff Schedule
Set up systems to allow GT coordinators to file entries to the Customs and other government agencies in an automated and efficient way. Continuously looking for opportunities to improve efficiencies
Conduct monthly audit to ensure filings to the Customs and FDA are compliant
Participate in various business unit projects, e.g. global sourcing product launch, expand Cardinal products in a global market etc

Trade Operations Manager, Dubai, UAE Resume Examples & Samples

Managing a team including 3rd party providers to ensure strong country engagement and performance, delivering a consistent and best in class trade management program
Managing, sourcing, selecting, training and retaining quality staff
Managing, monitoring and executing the use of SAP GTS modules
Managing, monitoring and executing the use of Amber Road, Trade Automation
Negotiating agreements and managing trade compliance with third party providers, including but not limited to: Customs brokers, external consultants
Developing and maintaining key performance metrics for the ABB organization and 3rd party providers of trade related services
Reviewing performance on a monthly basis to drive performance in focus areas
Proactively addressing compliance concerns to support the reliable and timely movement of ABB products and materials
Collaborating closely with the Regional Trade Operations Manager and legal teams to ensure trade and compliance related issues are identified and communicated across the business
Researching customs and regulatory requirements for all new origins and destinations including but not limited to import licenses and registrations, valuation, royalties, documentation, import restrictions and labeling requirements
Proactively identifying, monitoring and communicating new or potential legislation that could have legal, operational or financial impact to ABB
Directing national customs audits and coordinating responses to government agencies
Coordinating and executing internal audits of ABB, including all subsidiaries and affiliates, to ensure compliance with local customs rules and regulations and internal ABB directives
Managing customs related programs including but not limited to: Free / Foreign Trade zones, IPR, BTI (Binding Tariff Rulings) bonded facilities, antidumping duties, tariff quotas, pre-classification, C-TPAT, AEO
Communicating and coordinating with product group and business unit managers / stakeholders regarding the trade compliance obligations of ABB's global activities, realization of potential duty saving programs and the regulatory / duty implications of specific supply chain scenarios

Trade Operations Analyst Resume Examples & Samples

Monitor status of executed Equity, Fixed Income and Unit Trust trades to ensure timely affirmation is in line with BlackRock standards
Communicate with all counterparties and follow up on outstanding trade confirmations ensuring all trades are affirmed on T
Proactively learn external affirmation and confirmation platforms including CTM and FIX
Escalate all material risk items (such as large fails/affirmation issues) and service issues to your Team Leader on a timely basis
Ensure all regulatory requirements OTC products are completed within agreed timescales
Support the accurate maintenance of counterparty standard settlement instructions
Assist in the generation and distribution of statistics relating to trade volume and affirmation activity
Conduct monthly calls with allocated brokers to discuss affirmation and confirmation metrics and provide feedback in relation to counterparty performance
Support colleagues in a global team environment
Knowledge of Equity / Fixed Income / Unit Trust products desirable though not essential
Proactively learn systems and the processes behind the theory of what they are completing and display proficiency in those core systems to efficiently solve problems and queries
Demonstrate excellent communication and interpersonal skills when dealing with global contacts
Display a proactive and aspirational attitude to building a career in the investment management industry

Trade Operations Manager Resume Examples & Samples

Managing a team including third party providers to ensure strong country engagement and performance, delivering a consistent and best-in-class trade management program
Negotiating agreements and managing trade compliance with third party providers
Developing and maintaining key performance metrics of trade related services
Collaborating closely with ABB’s Regional Trade Operations Manager and legal teams to ensure trade and compliance related issues are identified and communicated across the business
Researching customs and regulatory requirements for all new origins and destinations
Managing operational execution of tactical trade management related functions
Managing customs related programs including, but not limited to, Free/Foreign Trade zones, IPR, BTI (Binding Tariff Rulings) bonded facilities, antidumping duties, tariff quotas, pre-classification, C-TPAT and AEO
Communicating and coordinating with product group and business unit managers and other stakeholders regarding the trade compliance obligations of ABB's global activities

Technology & Trade Operations Analyst Resume Examples & Samples

Fixed Income trade settlement in both domestic and international settlements (US, Europe and Asia)
Provide operational and MO support to the Fixed Income and CDS desk
Book fixed income trades into clearing agent’s trade capture system
Working knowledge of Bloomberg functionality relating to CDS/Bonds Daily reconciliation of Fixed Income trades and P&L calculations
Resolve trades breaks in a timely manner by liaising with Sales team, Client and Clearing agent
Report and monitor failed trades
Administer users, legal entities, and institutions across different market places and Creditex Legal entities to ensure proper access levels and trading authorization are granted
Static data management and semi-automated updates as and when required
Ownership of various projects within the TTO group
Client support primarily for North American but also including European and South American based users on the proprietary trading application and API
Responsible for understanding release items, overseeing software releases and monitoring application/API on release day

Global Trade Operations Analyst Resume Examples & Samples

Your proficient PC knowledge
Your excellent interpersonal and communications skills
Your ability to handle multiple projects and tasks simultaneously within a tight timeframe
Your strong analytical skills
Your solid knowledge of business and industry practices
Your ability to recognize high-risk items and escalate those items or seek assistance to minimize loss to either the shareholder and/or Fidelity
Your ability to develop solid action plans to resolve daily operational issues/ problems

Trade Operations Specialist Resume Examples & Samples

Manage contact with counterparties, external and internal
Data entry and tracking of all commodity shipments and correspondence, and researching any discrepancies to find a resolution
Provide a full range of settlements support including but not limited to processing commodity and freight invoices, verifying accuracy of correct counterparty, amount and banking instructions
Verify payment terms, approval signatures, and valid general ledger account codes
Ensure the accuracy of the counterparty invoice in relation to price, quantity and terms
Process corrections to clear balances and resolve customer payment discrepancies and provide accurate accounting records to ensure a clear audit trail is maintained
Monitor accounts receivable for counterparty accounts and ensure timely receipt of invoice payments
Additional sales/accounting support as defined
Demonstrate regular attendance and timeliness in reporting to work, meetings and completing assignments
Bachelor’s degree in business or related work experience required
1+ years’ experience in a trading environment preferred, or 3+ years in a business environment
Dedication, flexibility, and teamwork is required
Well-developed interpersonal and communication skills
Ability to work in a fast paced, high energy environment with minimal supervision
Ability to multitask while paying close attention to details
High aptitude for numbers
Computer literate on an intermediate level in Microsoft suite products including Word, Outlook , Excel, and PowerPoint
Strong customer service commitment
Ability to read, analyze and interpret technical procedures
Knowledge of basic general ledger accounting

Director, Trade Operations Resume Examples & Samples

Serves as an internal/external point-of-contact for relevant issues, questions or other matters related to Gilead’s channel strategies and distribution networks
Sets long-term strategic plans for the Trade Operations department, including performance goals and budget, and communicates this plan to management
Sets appropriate metrics and KPIs (key performance indicators) to help monitor and measure results performance of Gilead’s distribution networks and agreements
Develops and cultivates important and influential relationships with cross-functional business partners and stakeholders, including other Commercial Operations teams and the product brand teams
Works closely with Regulatory, Legal and other partners/stakeholders to ensure fully compliant practices, policies & procedures
Works closely with the Finance team to track costs and forecast operational expenses
Defines structure, criteria and reporting required for new channels and partners in order to support new product launches while continually reviewing existing programs and evaluating additional development needed
Leads presentations and develops material for internal training of the Managed Markets and Sales & Marketing teams on both a routine basis and upon request
Ensure adequate Standard Operating Procedures to cover the trade operations. Through auditing and oversight ensure operations are consistent with documented procedures
Attends outside meetings or events, as appropriate, to stay abreast of national, local and/or regional changes, trends of other activities that may impact channel strategy
Provides routine and ad hoc analyses and reporting and keeps key internal partners and stakeholders abreast of distribution trends
Maintains timely and effective communications with senior management on key trends and high level performance of the distribution networks
Lead, sponsor or participate on initiatives from very small to large-scale, highly complex company critical projects
Experienced commercial leader within a pharmaceutical or commercial biopharmaceutical organization, with a diverse and broad set of functional expertise across sales and/or marketing organizations
Must be an excellent strategic thinker with ability to formulate, develop and execute strategy based on applied analytical skills
Strong knowledge of the commercial pharmaceutical market and its customers is required
Extensive knowledge of wholesaler, distributor, specialty pharmacy, payer contracting and pricing methods
Demonstrated ability to recognize and interpret business issues/opportunities and make sound business judgments regarding solutions
Able to leverage and optimize partnerships with other functions, including Information Technology, Legal and Financial Planning and Analysis
Able to make decisions that balance a variety of factors to achieve optimal outcomes
Demonstrates confidence and able to effectively influence senior business leaders
Able to effectively manage several direct reports according to Gilead and departmental standards
14+ years of related experience in a channel and distribution environment within the biotech or pharmaceuticals industry and a BS or BA degree
Able to multi-task with multiple interruptions in a deadline intensive environment
Strong verbal, written and interpersonal skills with an emphasis on time management, follow-through, and issue resolution abilities
Advanced knowledge of Microsoft Excel, PowerPoint and Word and third party claim processing tools is required

Trade Operations / Kiosks Resume Examples & Samples

Lead mobile vehicle training initiative (MotoVan) Responsibilities include but not limited to the following, managing budgets, responsible for managing third party labor to properly execute training strategy, implementing and tracking KPIs and interfacing with internal team on training strategy and event execution
Own sales analysis on MotoKiosks and develop and implement ideas to increase sales/conversion. Work with internal and 3rd party to create an immersive training experience for Kiosk employees
Support Trade Marketing Director on best practices for trade marketing-strategy, budgets, and in developing recommendations for merchandising, training, and sales tools. Track budgets and ensure projects fall within allotted budget and deadline
Lead Trade Marketing Operations and governance, with ROI analysis on promoters, merchandising presence/compliance ROI, and field team effectiveness. Utilize findings to improve overall sales and presence in store
Manage both direct and indirect teams to accomplish various project ensure that all projects are delivered on-time, within scope and within budget
1- At least 5 years leading Trade Communications and Sales Support tool projects with proven record of flawless execution and innovation in the wireless industry
2- Solid analytical and strong project management skills
3- Very proactive, innovative and flexible attitude
4- Excellent in multitasking , comfortable with high pace work environment and great in building long lasting relationships
5- Experience in working in retail sales, sales support programs , training functions supporting Sales associates

Trade Operations Analyst Resume Examples & Samples

Excellent organizational, verbal, and written communication skills, with an emphasis on accuracy, concision and timeliness
Experience with operational aspects of China Connect will be viewed favorably
Technical skills, such as data mining via SQL, Tableau or other platforms, will be viewed favorably
Local language skills will be viewed favorably (i.e. Cantonese, Mandarin)

Regional Trade Operations Manager Resume Examples & Samples

Act as first point-of-contact for trade operations covering the Asia-Pacific region, including Singapore, Hong Kong, Taiwan, Japan, Malaysia, Australia, and China
Provide customs entry, export instructions and oversight of freight forwarders and customs brokers
Classify widely varied products and technologies with their correct HTS and strategic goods control number (a.k.a. ECCN)
Manage routine creation and recordkeeping of necessary trade documents (e.g. commercial invoices, end-user statements, FTA and non-FTA certificates of origin, etc.)
In partnership with Trade Legal, develop and deliver trade compliance trainings for and to new hires, project teams, and management
Manage, audit, and correct trade compliance information in Facebook’s enterprise resource planning (“ERP”) and global trade management (“GTM”) systems
In partnership with Trade Legal, conduct import / export license determination reviews on shipments by applying a deep knowledge of local trade compliance regimes
Prepare and submit license applications
Learn and develop new IT-focused skill sets required in the Facebook environment, including ERP management to support tech-savvy trade compliance program
Willingness to travel (primarily intra-region, but internationally as well)
Willingness to do all necessary tasks to get the job done. At Facebook nothing is someone else’s problem
Five+ years in global trade compliance, with emphasis on APAC jurisdictions
Experience with Customs regulations in China, Hong Kong, Singapore, and other APAC jurisdictions
Experience with Strategic Goods licensing – e.g., Hong Kong Trade and Industry Department (TID), Singapore Strategic Goods Control Act
Ability to work with minimal supervision in fast paced, cross-functional, and global environment
Proven project management, self-motivation, and creative problem solving capabilities
Strong desire to learn, develop, and grow professionally
4-year university degree in business, law, economics, finance or related discipline

Trade Operations Analyst Resume Examples & Samples

Provide real-time analysis of market activity to establish fair value for ICE markets
Interface with brokers and traders to communicate the IFUS Error Trade Policy and any enforcement actions
Analyze daily market activity to determine official end of day settlement prices for ICE markets
Provide front-line customer service support
Experience with VBA a plus
Experience with Python a plus

Algeria Trade Operations Resume Examples & Samples

Bachelor Degree - Minimum 6+ years in Trade Services/Trade Finance or Master Degree (preferably Finance) – 3+ years of experience (Trade Operations/Services)
Good knowledge of UCP, ISBP, URR, Trade Services Products, Trade Finance Products
Confidence, self-motivation and plenty of initiative
Ability to build working relationships with stakeholders
Enthusiasm and strong desire to work in operations

Assistant Manager, Trade Operations Resume Examples & Samples

Processing of Import LC (Cash, Back to BACK, UPAS etc.) and Amendment issuance
Processing of Import through LCAF
Processing of Advance Payment against import
Issuance of Delivery Orders or Shipping Guarantees
Processing (examination/refusal/honor) of import bills under documentary credits and collection bills under LCA
Processing of EDF Loans
Advising and Transfer of export LC
Handling related customers queries
Reviewing and updating operating procedures on regular intervals
Updating regulatory documents for import for the clients
Taking different approvals from the central bank related to LC and LCAF
Other activities as assigned by line manager & department head

Trade Operations Resume Examples & Samples

Processing of day to day transactions as per local operating procedures
2-3 years
Strong attention to detail is required to ensure the data privacy of our client information
Working knowledge of UCP, ISBP, URR
Good knowledge of UCP, ISBP, URR
Information must be expressed coherently and accurately to key people in a timely manner

Algeria Trade Operations Resume Examples & Samples

Processing Standard
Master Degree (preferably Finance) - with 2+ years of experience (Trade Operations/ Services)
Core

Derivative Post Trade Operations VP-institutional Securities Group Resume Examples & Samples

Trade confirmation and trade affirmation
Regulatory reporting and exception management
Understanding risk implications of OTC derivatives operations
Providing supervisory oversight to ensure all functions and procedures are performed in a timely and correct manner
Strong client interaction and relationship management
Working with trading desk, sales, and other operations group to ensure proper trade processing and reporting
Managing stakeholder relationships across the business unit
Assisting on any issues, and providing timely escalation to desk and operations senior management
Identification and implementation of continuous improvements to systems and processes to improve efficiency and controls
Recruiting and developing talent
Strong risk awareness and the ability to learn quickly and to understand and navigate new systems and processes to ensure guardianship is maintained
A solid understanding of the process and risks associated with the affirmation, confirmation, and regulatory compliance
Good knowledge of ISDA definitions and the OTC derivatives market/product suite. Prior experience in handling complex products (interest rates, FX, credit, equities, or commodities) is a plus
Proficiency in Microsoft Word/Excel and the ability to understand and navigate new systems quickly
Multi-tasking and time management skills are critical
Risk awareness, escalation and responsive attitude
Proven trouble-shooting and problem solving skills
Mature and professional individual with excellent oral, written, and interpersonal communication skills who are able to communicate at all levels
Should be able to train and supervise junior and manager level members of the team or outsourced consultants and work with their manager to ensure they are effectively supervised
7+ years of experience in Institutional Securities Operations
4+ years of team management experience
Understanding of Regulatory framework for Commodities
Active within industry; understanding of key OTC derivatives organizations and industry working groups

Senior Trade Operations Analyst Resume Examples & Samples

Develop and manage Wholesaler/Pharmacy relationships including business reviews, communication of relevant information, problem resolution/escalation, and contract management
Secure Customer/Wholesale data, provide analytics and reports to support forecasting, inventory changes, sales / rebates, pharmacy analysis, product launches, product diversion, inventory allocation, recalls, etc
Provide key market insights into the Marketing Sales Finance Forecast and S&OP consensus demand forecast for assigned brands
Member of the new product launch teams, develop pipeline launch strategies, list products with customers, ensure products are launched successfully and provide feedback on demand / other relevant information to the launch team along with recommendations
Leverage Customer and industry relationships/knowledge to understand key market trends and insights to be used to create innovative business solutions for Janssen and Customers (win/win opportunities for Customers and Janssen)
Evaluation of policies to ensure fairness to our customers and optimized
Work with internal Janssen business partners across functions to establish mutually beneficial objectives, clear roles and accountabilities, creating a partnership environment around shared objectives to maximize outcomes for Janssen and our customers
Manage one direct report (co-op student)
University Degree required
Bilingual (English / French) is an asset but not required
Working knowledge of Supply Chain and Customer Relationship Management. Some knowledge of Finance, Marketing, and Quality
Strong leadership, analytical, communication and collaboration / team building skills
Highly Analytical

Senior Manager, Trade Operations Resume Examples & Samples

Develop the overall distribution business plan in conjunction with the Commercial team leads; ensure the development and implementation of effective trade strategies and programs by providing strategic and tactical leadership
Facilitate and manage the contractual agreements with wholesalers
Notify pricing compendia, customers and internal stakeholders of price increases and new product availability
Responsible for the 3PL day to day operations
Identify appropriate metrics and tracking to ensure the right execution and success; analyze procedure volume, trends, growth, for the distribution channel
Manage all aspects of the distribution business: tracking the supply chain, facilitating contracts, developing processes and procedures, and developing reports for internal and external stakeholders
Manage sales-force communication and training regarding distribution strategies and programs
Coordinate with Supply Chain on their management of product shipment logistics, inventory levels, and other related issues relating to the distribution center; act as the point person in the relationship with our 3PL provider
Work with the product management team to help develop and implement distribution based initiatives
Develop distribution related policies and procedures including but not limited to orders, returns and inventory
Bachelor’s Degree required; Master’s Degree preferred
7+ years’ pharmaceutical industry experience working with wholesale and distributors with a strong understanding of distribution functions, procedures, policies and efficiencies
Strong understanding of distribution processes and pharmaceutical regulatory requirements; experience working with a sales force
Ability to build relationships and expand company's presence with wholesaler/distributors
Experience developing and implementing plans
Experience managing budgets and expenses; knowledge of financial statements and budget management
Ability to analyze data and monitor wholesaler patterns and sales to drive incremental business
Ability to develop business cases and present financial data
Effective presentation, written and verbal communication skills
Strong project management skills and abilities to assess trade-offs and synergies among projects
Strong interpersonal skills including ability to communicate effectively with people individually and groups: ability to communicate with technical and non-technical colleagues; experience establishing and maintaining effective relationships across departments
Demonstrated contract negotiation skills
Strong analytical, strategic and influencing skills
Ability to develop accurate short and long term plans, forecasting, and business analysis
Ability to travel approximately up to 10%

Global Trade Operations Resume Examples & Samples

Plans, develops, and coordinates in-house audits of Global Trade Export/Import license and transactional records and systems, as well as effectiveness of Global Trade Policies and Policy instructions
Plans, develops, and coordinates audits of International Subsidiaries compliance with Enterprise Global Trade Policies
Obtains information needed to prepare and present metrics to IDS leadership
Informs the Sr. Manager Global Trade Operations of areas where additional training is needed. May work with Learning lead to define the training that needs to be done
Develops and Coordinates internal audits with GT Corporate and other GT Business Assessment leads
Provide guidance and direction on domestic and international messaging for suitability and GT compliance
Participate in development and implementation of company and BU policy, procedures, guidelines and instructions to support compliance with US Government export/import regulations and company policy
Will require some domestic travel
May require International travel
8+ years as an analyst, internal audit or similar function within an organization
2+ years’ experience in a regulated industry (knowledge of US government export/import compliance issues and/or process requirements)
Ability to obtain Secret Clearance within one year of hire date
Skilled in developing metrics, charts, pivot tables
Experience with/exposure to export / import related environment
Familiarity with the Department of Commerce’s Export Administration Regulations and the Department of State’s International Traffic in Arms Regulations and other related regulations
Self-starter who can develop effective networks with customers
Able to present recommendations to solve business challenges
Problem solver, able to work under time sensitive circumstances, collaboratively or independently, and take initiative to address situations before issues arise
Self-motivated and results oriented with ability to prioritize and make independent decision
Able to manage priorities of multiple complex tasks
Attention to detail and follow through on assignments to achieve desired results
BA/B in (but not limited to) Political Science, English, History, International Relations or related field of study or 8 years of equivalent work experience in lieu of a BA/BS

Tts-algeria Trade Operations Resume Examples & Samples

Team Management role
Revenue and Cost management
Migration and Project management
Bachelor Degree - Min 6+ years in Trade Services / Trade Finance

Manager, Trade Operations & Analytics Resume Examples & Samples

Represent Takeda Trade Department in national account meetings, at industry meetings (ex. NACDS, HDA,ECRM, ASSEMBIA) on internal Takeda committees, and with internal Takeda departments
Lead and manage the development of Trade Department KPIs, Customer Score Cards, & Trade Analytics dashboards to help manage greater than $100 million WSA/SDA payments
Drives additional reporting projects which enhance the ability and effectiveness of the Trade Department in business analytics and data driven insights. This involves the implementation of a variety of data sources and providing recommendations
Own and utilize the master user seat responsibilities for Integrichain, Valuetrak, and any other Trade channel data aggregators which become relevant
Facilitate coordination of Trade Data with responsible specialty team member managing Liquid Hub
Develop the Trade Department’s operational capabilities specific to business case development, cross functional projects, and ability to turn around key cross functional requests
Design and implement solutions to streamline processes and create operational efficiencies for activities related to Trade Analytics & Channel Data including WSA/SDA monitoring, quarter end monitoring, and quarterly payment
Create quarter end Days On Hand (DOH) analytics and processes
Manage quarter end DOH communications between Trade, Finance, and Operations
Take a lead role in working with other TPUSA departments (e.g. IT, Data Governance, Managed Markets, Government Affairs, Legal, Sales Reporting, and Operations) to ensure data quality and compliance
Ensures all reporting has gone through the QC process to ensure accuracy and communication clarity prior to being presented to Takeda customers
Identify and proactively seek out opportunities to automate processes to reduce errors and free up time for more creative work on existing deliverables
Develop financial models, analytical tools, and business presentations as needed to support Trade related projects associated with Takeda initiatives including new drug launches, market place changes, and targeted channel marketing activities
Build Business Plans and Presentations leveraging Trade Insights
Additional duties and responsibilities as assigned by Manager in support of corporate or functional objectives
Bachelors Degree and 6+ years of analytical/pharmaceutical experience, or equivalent
OR advanced degree in an analytical field such as statistics, operations research, computer science, industrial engineering, economics, math, etc. and 4+ of analytical/pharmaceutical sales experience or equivalent
Strong analytical and financial skills with demonstrated business impact in prior role(s)
Previous demonstration of analysis modeling/analytical skills, project management, forecasting and or negotiation
Strong computer software skills (Microsoft Office Suite – Word, Excel, PowerPoint)
2 + years pharmaceutical analytics/ sales/managed markets experience
Previous experience with Trade Analytical tools including Integrichain & Valuecentric
Previous experience with Pharmaceutical Trade Relations business
Previous experience interfacing with pharmaceutical related customers
SAP/Data Warehouse systems
Some programming experience, SAS or SQL (or R or Python)
Business Planning – ability to develop business forecasts and plans
Forecasting Skills – ability to use current information and expected future trends to establish objectives, goals and inventory glide paths
Negotiations Skills – ability to explore and evaluate options that achieve outcomes that are beneficial to both parties
Project Management Skills – ability to manage and complete diverse projects related to Trade customers and Takeda business initiatives
Communication – ability to communicate ideas and data both verbally and written, in a persuasive, organized and appropriate manner, including running meetings and conducting presentations
Analytical – ability to analyze monthly financial and inventory results and how to use this information to drive projects that will impact the business
Management – ability to be flexible and to set priorities and meet specific deadlines in a changing environment
Customer Service Orientation – ability to gain trust of high-level management and leverage relationships to provide best possible financial plans and drive impactful analytical projects
Teamwork – ability to work effectively in and foster a team environment
Entrepreneurial – ability and desire to take ownership over activities and projects, desire to shape the organization, consistent demonstration of “out of the box” thinking

Singapore Trade Operations Head Resume Examples & Samples

Analytical and organizational skills that can be demonstrated
Good interpersonal communication skills. Able to communicate with Internal and External Business Partners
Strong verbal and written communication skills – English Language
Strong execution skills in a multi tasking mode. Highly detailed planning, organization and process management experience and solid execution capability. Multi-tasking is a must requirement. Strong proven problem solving skills
Ability to interact confidently with senior management and / or regulators
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and convert opportunity from risk
Should be open to working staggered hour/shift/ over weekend and on public holidays. Flexible/sense of urgency
Quick learner; comfortable with and able to manage in complex systems environment and associated development process

Senior Manager, Global Trade Operations Resume Examples & Samples

Your effective communication (verbal & written) skills with strong interpersonal, organizational and administrative skills
Your effective time management and prioritization skills
Your strong presentation capability
Your innovation– looking for new ways to improve current processes and develops creative solutions
Your proven track record of people management skills (hiring, training, motivating, managing)
Your sharp judgment and demonstrated ability to logically identify, isolate and resolve problems
Your ability to lead independently and in a team environment under very stringent deadlines
Your solid understanding of business policies related to FPCMS processes, systems and tools
Your strong working knowledge of project and relationship management
Your ability to make decisions with limited/minimal oversight or guidance
Your ability to recognize high risk items and escalate those items or seek assistance to minimize loss to either the shareholder and or/Fidelity
Your ability to manage and drive KPIs to improve operating environment
Your working knowledge of downstream impacts, workflows and requirements of internal and external business partners and systems applications
Your strong skills in various PC software applications to include Microsoft, Access, Excel, Word and PowerPoint

Director of Trade Operations Resume Examples & Samples

Utilize your trade operations experience to create daily end of day trade reports for clients, compliance, portfolio managers and other key stakeholders
Coordinate and communicate daily cash flows in and out of funds to portfolio managers
Ensure all pricing data is accurate, full integrated in reporting systems and resolve pricing discrepancies with outside vendors including Bloomberg & Reuters

Senior Trade Operations Analyst Resume Examples & Samples

Serve as central resource for pricing and trade analysis and reporting across CD team
The individual will bring visibility, transparency and analytical rigor to pricing and trade promotions working closely with other members of the CD/Brand organization
Build our key performance indicators for pricing and trade
Create and distribute clear and consistent price impact reporting to brands and customer teams
Use analytics to challenge key stakeholders to course correct
Undergraduate business degree, preferably with emphasis in finance and/or accounting, MBA/CPA also a plus
5+ years of business experience, 1-3 years of CPG experience is preferred
Strong knowledge of company’s customer base ideally with experience in Sales Finance or Brand Finance
Demonstrated professional and academic success
Exceptional PC skills required (Microsoft Office- spreadsheets, database management, presentations, word processing etc.)
Communication skills – advanced writing and communication skills, and be able to interact and persuade individuals levels senior to him or her, as well as actively participate in meetings and group discussions with individuals from various parts of the organization (e.g., Marketing, Sales, Finance)
Analytical skills – the individual must be able to follow detailed instructions to perform complicated financial analyses, as well as determine basic analyses required to support various teams in their trade and pricing decisions (e.g., structure the problem, collect data, identify issues and present results)
Demonstrate ability to manage multiple stage projects to their completion

Country Trade Operations Manager Resume Examples & Samples

Manage risk exposure to fines, penalties, sanctions for non-compliance
Ensure local procedures are established and responsibilities assigned for accurate HTS and ECCN classification of all import and exported products/technology
Control procedures for screening all proposed exports with respect to relevant export control requirements
Support the application to the appropriate government agencies for any required export control licenses/authorizations
Advise senior management of the status of the import and export compliance program, as well as relevant changes in import/export laws/regulations
Conduct selected annual self-audits
Notify the Global Trade Compliance Officer of sensitive export control cases and follow the necessary guidelines to address and resolve issues
Lead the administration of GTS Compliance System deployed by the organization to support the trade compliance process

Global Trade Operations Manager Resume Examples & Samples

Manage local operations team and provide oversight to utility team offshore
Meet all daily operations deliverables including billing related transactions in a production environment, client service requests, and payments supported by various trade product offerings
Investigate and resolve issues internally and with clients in a professional manner
Monitor receivable activity on trade products, and establish working relationships with clients to maintain low accounts receivable turnover
Drive continuous improvement of processes, and coach others to build skills and improve efficiencies
Support all lines of business with escalated issues, and represent the global trade business to ensure timely and accurate response
Support all internal and client-related deadlines
Communicate clearly with business partners including front office, risk & control, and back office senior management teams
Maintain all budget targets
Enhance employee engagement and drive culture of recognition for excellent service and innovation
Bachelor degree required, preferably in Finance, Accounting, or Economics
Strong technical skills in operations environment working with multiple lines of business
Knowledge of Global Trade Finance products is a plus
Ability to work independently, and be effective in a fast paced global operating environment
Excellent communication, influencing, and negotiation skills with the ability to develop and maintain collaborative relationships both internal and with external clients
Expert use of Microsoft Office Products including Word, Excel, PowerPoint, Visio

Isfa-trade Operations Associate Resume Examples & Samples

Calculate total net assets and NAVs, and reconcile with trust banks. Publish them on time every day
Set up and create the procedures for new type of products such as multi-manager funds, fixed income funds
Be responsible for Japanese Investment Trust Fund Accounting, foreign currency and Yen accounting
Ensure accurate NAV and TNA calculations using FAIMS developed by DIR, and reconcile with Trust Banks
Distribute daily IT NAVs to our distributors and POIT NAVs to media
Other related work to Investment Trust Accounting
Communicate with overseas counterparts in UK, Dublin, Hong Kong, etc. to ensure effective and efficient overall back office operations
Coordinate and communicate with other business units to incorporate their needs and account for the procedures
Complete and check Fiscal Year End financial reports
Contribute in team projects and process improvements (System enhancements, Automation, etc.)
Conduct daily operations precisely
May need to work extra hours and/or on public holidays basing on operational requirements
Bachelor degree and above in major of Business, Finance, Accounting or Economics
Basic knowledge of Finance or Economics
Strong Japanese skills in listening, speaking, reading, and writing
Good English communication skills (reading, writing and conversation)
Detail oriented, good logical thinking
Basic technical skills (i.e. Excel, MS Word, Outlook)
Ability to identify risk
Sense of urgency and ability to execute
High motivation to the business
Good time management and problem solving skills
Teamwork spirit

Regional Trade Operations Manager Resume Examples & Samples

Post-graduate degree in business, law, economics, finance or related discipline
Experience at an international trade regulatory authority
Deep operational support of a trade program in the high-tech industry
Customs broker license
Expertise with consumer electronics, high-tech and/or aerospace
Trade management systems use or implementation (e.g. Oracle GTM, SAP GTS, Amber Road, Agile)
Ability to read and write English and Chinese fluently

Trade Operations Analyst Resume Examples & Samples

Serve as liaison between field sales, business units and IT to determine the best trade systems solutions needed to serve the business. This includes gathering business requirements, assessing needs, analyzing gaps and alternatives to develop and automate the most effective and efficient solutions
Work closely with sales teams to identify challenges or opportunities within existing trade processes/systems
Support or lead existing projects by gathering and understanding business requirements, translating business requirements to functional design, confirming technical design meets or exceeds customer expectations, testing and validating end-to-end design internally, perform user acceptance testing with customer base, transfer knowledge through training to all impacted parties, provide ongoing support for project implementation
Undergraduate business or technical degree
2+ years business experience in CPG industry with work history in project management, business process design optimization, operations, and systems implementation experience
Ability to troubleshoot problems
Understanding of the total business process and procedures
Strong technical, report running and analytical abilities
Ability to work within a matrix organization and discuss and prioritize work initiatives
Some knowledge of project management along with following core competencies

Trade Operations Associate / Senior Associate Resume Examples & Samples

Do the cash management to prevent the OD for all funds including retail and institutional funds
In charge of system setup for new funds
Communicate with PM when cash shortage happens for all currency for all funds
Do the shadow accounting booking
All kinds of system setup when there is a new fund launch
Other related work to communicate with the trust bank
Communicate with overseas counterpart in Fidelity, UK, Boston, Hong Kong, etc. to ensure effective and efficient overall back office operations
Coordinate and communicate with other business units to incorporate their needs and accountable for the procedures
Monitor and supervise daily operations
Manage the team operation/team risk and issues
Escalate issues and comments immediately to managers if something happens
Join project activities as a team representative
Lead the team and assign people to appropriate tasks
Be in charge of all HR related works
Guide and lead staff with proper goal setting
Basic knowledge and experience of the Japanese Investment Trust Fund Accounting such as Trades, Pricing, Corporate Actions, Dividend/Income, Cash Management and Taxation for both domestic and foreign investments
Basic knowledge of Foreign Exchange, cover and hedging
Experience in working either at Trust Bank or Asset Management for Japanese Investment Trust Fund Accounting, at least 2 years
Relevant knowledge of rules, regulations in the investment administration is required
Proactive thinking and attitude
Good English and Japanese communication skills
Result oriented, solve problems with logical thinking and calm attitude
Nice to have experiences of project managements

Investments Trade Operations Analyst Resume Examples & Samples

3+ years of financial services experience
Fixed income trade operations/processing
Issue resolution and problem solving skills
Ability to multi-task and absorb information across a broad spectrum of products
Comfortable interacting at all levels of the organization (associates, leaders, and executives)
Ability and initiative to drive agendas to completion
Experience with identifying process and operational risk gaps, and subsequently devising controls and action plans to mitigate
Knowledge of BlackRock Solutions Aladdin Trading Platform
Experience supporting bank loans
CPA, MBA or CFA
Derivatives experience (Rates, Credit, FX, Equity)

Algeria Trade Operations Resume Examples & Samples

Processing standard
Bachelor's Degree (commerce/science stream preferred) or Master's Degree (preferably Finance)
Bachelor's Degree: 4+ years in Trade Services/Trade Finance
Master's Degree (preferably Finance): with 2+ years of experience (Trade Operations/Services)

Regional Trade Operations Manager Resume Examples & Samples

Drive efficiencies in operations and spearhead the development of the North American trade compliance program with assistance from the MPK Trade Operations team. Assist with a number of global trade compliance programs and initiatives including supporting global new product introduction efforts, country expansion strategies and development of cross-functional relationships
Act as first point-of-contact for trade operations covering the North American region
Lead North American compliance reviews, audits and manage the post-entry review program
Review and approve documentation for international shipments – including, but not limited to POA’s, export license applications, end user statements and other documentation needed to facilitate shipments
Maintain required import and export documentation in accordance with relevant laws and corporate policy
Management of day-to-day import/export activities in the North American region including daily interaction with the company’s customs brokers, freight forwarders and third-party logistics in the EMEA region
Lead the ECCN and HTS classification efforts for products and technologies in the region
Manage, assess, and enhance North American trade data in Facebook’s enterprise resource planning (“ERP”) and global trade management (“GTM”) systems
Identify the need, assist with the design, and track the success of Regional Trade Operations automation initiatives
File classification rulings and file post correction adjustments with trade authorities as needed
Monitor and interpret regulatory changes that affect regional trade operations and communicate changes to affected parties
Serve as the primary trade operations point of contact with regional finance, tax, treasury and regional infrastructure/logistics teams to gather/ assess local requirements and develop a regional trade program to meet those needs
Monitor trade compliance inquiries by governmental enforcement agencies for resolution and root cause analysis
Develop corrective action assessments for any compliance incidents
Willingness to do all necessary tasks to get the job done. At Facebook, nothing is someone else’s problem
Five+ years in global trade compliance, with emphasis on North American jurisdictions
Experience with Customs regulations in North American jurisdictions
Experience with Strategic Goods licensing
Experience with project management and problem solving

UAE Trade Operations Resume Examples & Samples

Receive Customer calls
Maintain rigorous follow up on customer pending issues until resolved
Follow up with respective control units for approvals wherever required
Liaise with product team on clarifications / issues / differences with Control unit on pricing and ensure transaction is closed
Respond to customer email queries Analyze customer errors and advise client on better possible alternatives
Follow up with outsource unit to complete the pending transactions
Provide timely updates to customers on transactions status
Update branch ops team on customer’s revised / new requirements
Receive customer instructions and review of such instructions to ensure as per policy and procedures
Follow up on exceptional transactions / deferral approvals for the clients wherever required
Proactive customer calls to obtain feedback from client on a regular basis
Ensure all reporting requirements of the clients are met
Proactive Interaction / coordination with internal / other / Citi branches to clear the transaction
Clarifying / discussion of discrepancies in the documents with the client
Update the client on each transaction status on a timely basis
Rectify errors in the processed and update the client with corrective action
Good knowledge of UCP, ISBP, URR, Trade Services Products, Trade Finance Products – CDCS preferred

Lead Trade Operations Analyst Resume Examples & Samples

Match/confirm market executed trade economic details and settlement instructions for timely settlement
Work with brokers, custodian banks, and traders to resolve settlement exceptions (unmatched trades/trade fails) for trades executed in domestic and foreign markets
Enter non-market executed trades into the trade order management system, including Bank Loans, Commercial Mortgage Loans, and other local office transactions
Liaison with the Cash Management team and execute FX transactions (i.e. supporting Cash Management – covering overdrafts and AIS - foreign currency payment)
Open new foreign markets, execute DVP/Free Delivery asset transfers, and support Corporate Events requiring Trade Operations input
Adhere to Corporate and Global Operation policies and practices, in addition to established processing controls and procedures
Provide coverage and training for global trade settlements, trade processing, and share market and industry knowledge to less experienced Trade Operations Analysts
Bachelor’s Degree Finance, Accounting, Business Administration or related field is required
Requires a minimum of 5-7 years work experience in Global Trade Operations (Settlements)
Requires knowledge of trade settlements for multiple asset classes (Equities, Fixed Income, and Cash Equivalents)
Requires exposure to operational support for derivatives (CDX, CDS, and IRS) and Foreign Exchange (FX Forwards/FX Swaps/NDF) and/or Bank Loans and Commercial Mortgage Loans
Knowledge of operational support for Credit Strategy investments, such as CLOs or Opportunistic investments, is a plus
Good organizational, planning, analytical, verbal and written communication skills

Senior Trade Operations Analyst Resume Examples & Samples

Match/Confirm market executed trade economic details and settlement instructions for timely settlement
Work with brokers, custodian banks, and traders to resolve settlement related exceptions (unmatched trades/trade fails) for trades executed in domestic and foreign markets
Enter non-market executing trades into the trade order management system, including Bank Loans, Commercial Mortgage Loans, and other local office transactions
Collaborate or identify continuous improvement opportunities within Trade Operations, Global Operations
Produce timely and accurate metric and other analytical reporting for Trust Operations, Corporate Treasury, and internal clients including Portfolio Management, Trading, Oversight Committees, and Internal and External Auditors
Requires a minimum of 3-5 years work experience in trade settlements or similar operational support function
Requires knowledge of trade settlements for multiple asset classes - Equities, Fixed Income, and Cash Equivalents
Requires experience with trade order management systems (i.e. Aladdin or Bloomberg AIM), Bloomberg Terminal, and Omgeo tools including Oasys, CTM, and Alert
Knowledge of operational support for derivatives (CDX, CDS, and IRS) and Foreign Exchange (FX Forwards/FX Swaps/NDF) and/or Bank Loans and Commercial Mortgage Loans, is a plus
Knowledge of operational support for Credit Strategy investments, such as CLOs or Opportunistic investments, is also a plus
Proficient with Microsoft Office software (Excel and Word)

Trade Operations Specialist Resume Examples & Samples

Candidate will be a member of in-country Operations team handling a wide range of Trade Services products such as LGs, LCs, Collection etc
Existing team consists of 9 Trade Ops Specialists primarily under TTS Trade Ops umbrella
Direct reporting line to local Departmental Head
Execution of all trade related activities within established cut off times
Maintaining close and efficient communication with TCS, communication with customers and other Citibank departments
Ensure processing of all sets of documents related to trade products received from various sources, direct processing of local products as well as pre-processing of products handled by TCS
Adherence to all internal/external local/global applicable policies and procedures including legal regulations
Secondary school or university degree
Min. 2 yeas in banking operations
Communication skills in Czech language
Reliability, flexibility, detailed trade knowledge
Ability to work under pressure and unsupervised
Attention to detail, creative approach to problem solving, decision making, team work
English knowledge, basic PC & MS Office skills, usage of related corporate software (Flexcube/TRIMS etc)
Knowledge of accounting rules

Trade Operations Specialist Resume Examples & Samples

Processing of all trade products (have rights for trade transactions input/ authorization)
Participation in development and implementation of the new trade related products
Participation in optimization / automation of trade operations processing
Direct dealing with customers on any trade related matters
To perform safekeeping (custody) of all trade related documents (export, import trade documents etc.)
Control and perform interest calculation for documentary operations
Report to Treasury & Trade Ops Head on all matters on documentary operations
Compliance with Citibank corporate requirements as well as local regulations
Development of new procedures on trade operation processing
Participation, together with Trade Product Manager(s), in developing and structuring new Trade products
Perform Treasury reporting based on department procedures
To prepare department proofing process for off-balance accounts
To perform MCA testing
Ensure the execution of the related to his activity internal control procedures and policies of the Bank and on the implemented internal controls
To submit regional reporting timely
To submit/attest accounts in e-Recon in line with the standard and deadline
To respond timely for regional requests
To process payments under LC in line with MPP standard
Experience in Trade Operations
Knowledge of LC / Guarantee legislation (ICC rules, NBU regulations on doc operations and -Guarantees)
Knowledge of accounting of Documentary Operations
BA, MA
IT –Microsoft Office
Good English

Trade Operations Analyst Resume Examples & Samples

Provide first line response to customer trading and system functionality questions and issues; record all queries in customer tracking system
Learn proprietary trading system functionality and back office support to effectively communicate with customers and bring resolution to all customer queries
Coordinate with customer technology staff and the ICE sales team to assist in setting up new users and resolving customer issues on an ongoing basis
Real-time surveillance of electronic trading activity in ICE Futures products on ICE
Provide training on the ICE website, trading platform functionality, and specific trading information related to OTC and futures markets
Assist in quality assurance testing of new system functionality, support ongoing tests of system back-up capabilities, and assess need for regular software upgrades to the trading system
Monitor the health and usage of all systems and vendors supporting the platform, escalating persistent or high-priority problems to the appropriate staff
Produce periodic operational reports, document and update internal procedures, and assist with special projects as needed
Providing front-line customer service support
Provide a quick turn around to trade disputes

Trade Operations Administrators Resume Examples & Samples

Monitoring daily inbound and outbound shipments and process the movements through SAP GTS Customs module for handling by appointed Customs Brokers
Maintaining the understanding of customs procedures, ensuring the relevant declarations are correctly made and carrying out reporting to ensure compliance
Working closely with colleagues in Supply Chain to ensure the realisation of a seamless supply chain
Managing the necessary documentation and online forms for the efficient, cost-effective and lawful execution of all import/export activities
Communicating with export- and import-related authorities and suppliers, as necessary to ensure efficient, positive and lawful relations, support and activities
Anticipating, researching and reporting on future changes in import/export laws and in relevant local territory practices, and ensuring such knowledge is factored into the planning of the company’s own strategy, resources and procedures
Planning and implementing import/export strategy and activities consistent with overall aims and requirements of the company

Asia Trade Operations Resume Examples & Samples

Review of Trade documentation and analysis of financing requests
Ongoing monitoring and control of complex deal structures
Documentation review and processing of new Bilateral facilities
To provide first line support to clients’ transaction requests
Work with the operations management and front office contacts to ensure seamless, accurate and timely execution of client requests
Provide wider support at a senior level for the combined Loan and Trade Operations team as and when required
Populate and present MIS to Loans senior management with updates on the projects involved
Excellent understanding of Trade and Debt instruments and International Payments
Excellent understanding of Trade and Debt documentation including identifying standard / non-standard wording and the inherent risks brought by each
Working knowledge of the ICC rules for Trade products
Understanding of relevant legislation as well as Corporate Controls and checks and the highest regard for confidentiality – Money Laundering, Data Protection, KYC
Thorough understanding of the local market, bank policies and local terms and conditions
Credit analysis including Corporate, Sector and Geographical risk appreciation
Understanding of facility documentation requirements
Understanding of the wider Banking environment and the roles and responsibilities of the specialist areas with which this role interacts
Required : Bachelors Degree
Preferred: Relevant Industry recognised qualification
Fluent written and spoken English

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