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Work Background
J.P. MorganEquities Middle Office Senior Associate
Feb. 2023New York, New York, United StatesManaged EBC and 871m controls and analysis to ensure compliance and mitigate risks. Developed process automation tools using Alteryx and VBA to streamline operations. Contributed to T+1 migration for Equity Derivatives by performing data analysis and implementing controls for clients opting out of migration. • Provided support to the Front Office.
• Actively participated in projects involving CFTC and SEC rules for Equities.
JPMorgan Chase & Co.OTC Derivatives Associate
Jun. 2021 - Jan. 2023São Paulo, Brazil• Led the local OTC derivatives team
• Developed tools using Alteryx and VBA to reconcile local and global systems, and worked in the automating equities confirmations templates.
• Managed fees calculation and settlements controls, established new operational models, and provided support to the Front Office.
Morgan StanleyDerivatives Operations Associate
Jan. 2019 - Jun. 2021São Paulo, Brazil• Led automation projects for confirmations processes and collaborated with global teams to adapt market rules and create B3-compliant files, enhancing team capacity and reducing errors.
• Developed tools to reconcile local and global systems, including macros for data reconciliation and file creation, resulting in risk mitigation, time efficiency, and cost savings.
• Managed procedures by tracking new processes and decommissioning outdated OTC procedures.
Morgan StanleyFID Operations Analyst
Jan. 2017 - Jan. 2019São Paulo, BrazilIn my role as a FID Operations Analyst, in addition to my internship activities, I was responsible for creating and updating procedures, reconciling positions between local and global systems, developing macros for automation, and calculating fees for trades settlements and lifecycle events.
Morgan StanleyOperations Intern
Jun. 2015 - Jan. 2017São Paulo, Brazil• Managed OTC trade confirmations, including confection, review, and control, ensuring accuracy and compliance.
• Booked vanilla trades at local systems and market (B3), ensuring timely and accurate processing.
• Matched fixed income trades with market counterparties.
• Provided support to the front office team.
Bank of America Merrill LynchOperations Intern
May. 2014 - Jun. 2015São Paulo, Brazil• Interpreted legal documents such as power of attorney and board minutes for clients on-boarding.
• Managed accounts opening process and provided support to various internal and external clients.
• Developed strong analytical skills and attention to detail in a fast-paced banking environment.
• Collaborated with cross-functional teams to ensure smooth on-boarding processes for clients.
HSBCBilingual Customer Service Representative
Jun. 2013 - Apr. 2014São Paulo, Brazil• Provided bilingual customer service to clients, both onshore and offshore, ensuring satisfaction and resolution of issues.
• Led a team to ensure adherence to procedures, created new procedures, and diagnosed and resolved incidents efficiently.
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