Years of experience: 11

Call CenterCustomer Support RepresentativeCustomer ServiceHelp Desk SupportConsultingFinance

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Luciana's Career Path
Equities Middle Office Senior AssociateFeb. 2023 -
Present
J.P. MorganEquities Middle Office Senior Associate
New 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...
OTC Derivatives AssociateJun. 2021 -
Jan. 2023
JPMorgan Chase & Co.OTC Derivatives Associate
São 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.
Derivatives Operations AssociateJan. 2019 -
Jun. 2021
Morgan StanleyDerivatives Operations Associate
São 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 tr...