Summary
Overview
Work History
Education
Skills
Timeline

Catriona Xifaras

Evesham,Worcestershire

Summary

After over 10 years working in Finance, I retired from Banking to raise my five children. My youngest has now started school, so I decided to retrain for a career in a field I feel passionate about. I decided to start with a broad Masters which covers the basics of Mental Health to give me a good overview of the psychology and neuroscience behind it. I would like to apply for a volunteer role to help children and young adults, with a view to specialising in clinical psychology.

Overview

11
11
years of professional experience

Work History

Investment Banking Associate

JP Morgan
London, London
03.2008 - 08.2014
  • Trader Assistant & Middle Office Support
  • Researched market conditions to stay abreast with developments.
  • Analysed market trends in various industries to develop accurate forecasts and adapt investment plans.
  • Prepared legal documents and prospectuses to facilitate investment deals.
  • Trade & Sales support in the migration of all Bear Stearns trades and other merger issues
  • Assisting with Novation Protocol procedures/issues and smooth migration of all BS trades into JP risk stripes. Risk and P&L flattening on CDS and Bond Trades on BS trades
  • Assisting with option expiry and exercise on the settlement date
  • Trader Assistant to Utilities, Sovereign and TMT traders in JPM
  • Running P&L and dealing with Risk / Trade discrepancies on new trades for JPM Utilities, Sovereign and TMT books
  • Support for traders on cash bonds on both JP and BS for new trades along with existing bond positions. Flattening existing positions

Trader Support, Credit Flow Desk

Bear Stearns
London, London
03.2006 - 03.2008
  • Balanced risk analysis with other financial models and forecasts to assess eligibility.
  • Worked cross-functionally to evaluate and refine internal processes, increasing protection from financial risk.
  • Produced high-quality credit documentations and reports consistent with brand guidelines.
  • Trader support for the Credit Flow Desk – ensuring correct and timely entry of CDS, LCDS, Indices, Futures and Cash bonds
  • Risk and P&L calculation and reconciliation for the desk
  • Holiday cover - Covering bond trading on the Retail Bond book, trading odd lot corporate and Government bonds
  • Research and investigate DTCC issues or queries and solve any problems which may arise
  • Verifying trades with brokers and sales to ensure correct and timely entry
  • Working with Back office, Middle office and DTCC trade capture teams on trade queries.
  • Assisting to ensure correct procedure on novation protocol

Back Office Settlements Supervisor

Bear Stearns
Dublin, Dublin
05.2003 - 04.2005
  • Liaised with internal and external stakeholders to research and resolve trade, position, cash and settlement breaks.
  • Built informed, flexible workforce to meet and respond to changing service needs and challenges.
  • Oversaw daily reconciliations between internal systems.
  • Handled daily swap clearing reconciliations and payments with approved partners.
  • Led projects and collaborated with global stakeholders to enhance workflows and streamline systems.
  • Recruited and performance managed [Number] staff in back office operations.
  • Prepared payments in line with current authorities to deliver on contractual obligations.

Education

Master of Science - Psychology and Neuroscience of Mental Health

King's College London, London
11/2020 - 05/2023

Bachelor of Science - Financial Management and Marketing

Dublin Institute of Technology, Dublin / Ireland
09/1998 - 06/2002

Leaving Certificate (A-levels) - English, Irish, Maths, Accountancy, Business Studies, Home Economics, Frence

Grange Community School, Dublin / Ireland
09/1991 - 06/1997

Skills

  • Mental health support
  • Social care
  • Activities of Daily Living
  • Family therapy aptitude

Timeline

Investment Banking Associate - JP Morgan
03.2008 - 08.2014
Trader Support, Credit Flow Desk - Bear Stearns
03.2006 - 03.2008
Back Office Settlements Supervisor - Bear Stearns
05.2003 - 04.2005
King's College London - Master of Science, Psychology and Neuroscience of Mental Health
11/2020 - 05/2023
Dublin Institute of Technology - Bachelor of Science, Financial Management and Marketing
09/1998 - 06/2002
Grange Community School - Leaving Certificate (A-levels), English, Irish, Maths, Accountancy, Business Studies, Home Economics, Frence
09/1991 - 06/1997
Catriona Xifaras