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Work Background
HPS Investment Partners, LLC via Beacon HillExecutive Assistant
Feb. 2025New York City Metropolitan Area
RBC Capital MarketsAssociate, Trading Operations
Oct. 2013 - Jun. 2024New York City Metropolitan Area• Developed and instituted procedures to ensure priority execution of trades for high-value clients across all markets.
• Conducted in-depth analysis and successfully implemented automated allocation procedures utilizing SIDE Chain and FIX protocols.
• Spearheaded the integration of Alert and Internal OMS systems, resulting in a seamless solution for trade processing and account onboarding.
• Efficiently handled post-trade corrections, cancellations, and rebills, ensuring accuracy and compliance.
• Partnered with client back-office teams to resolve trade discrepancies and failures, ensuring timely and effective resolution.
• Performed daily front-to-back reconciliations of trading inventories and client average price accounts, ensuring accuracy and alignment.
• Oversaw the Reg SHO buy-in process, maintaining proactive communication with internal teams and clients to ensure compliance.
• Managed and monitored executions across Latin America, North America, EMEA, and APAC regions, optimizing operational workflows.
• Facilitated account openings while ensuring strict adherence to regulatory requirements and industry standards.
• Acted as the primary liaison for client operations teams, addressing inquiries related to middle and back-office functions with expertise and efficiency.
SEBMiddle Office Specialist
Dec. 2010 - Oct. 2013New York City Metropolitan Area• Executed trade bookings and settlements across Equities, Fixed Income, and FX products, ensuring accurate and timely transactions.
• Managed account openings and tracked trader expenses efficiently, optimizing financial processes.
• Generated and filed comprehensive trade reports, enhancing reporting accuracy and decision-making.
• Assisted in promotional activities, contributing to brand visibility and client engagement for SEB in the New York City Metropolitan Area.
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