Business Analyst - FICC and Corporate FX Eplatforms Client Service Associate
J.P. Morgan Chase & Co
03.2019 - 01.2025
Key Responsibilities:
Liaise with the product and tech colleagues to produce business analytics for new product offerings, enhancements to internal trading systems and full client reviews for trading and front office based on AGILE methodology
Regional lead with full ownership & management of onboarding FX & Commodity clients on all eplatforms including JPMorgans Execute and all third party platforms
Coordinate with vendors and clients to ensure a streamlined experience through enablements and trade lifecycles
Manage various project deliverables with teams including front office, trading, middle office, back office and onboarding to deliver positive results for both clients and the business
Provide client-facing support to commercial clients, including platform demos and coordination of settlement, account and trading queries
Drive client and platform meetings with sales teams to manage client relationships and provide optimal FX solutions
Achievements / Projects
Delivered key analytical enhancements for front office for onboarding system, creation of bespoke product STPs and platform to platform mappings without manual intervention allowing an increase in trading volume and reducing regulatory risk against JPMorgan
Developed trackers for front office using Alteryx workflows to identify potential gaps in our onboarding of clients, presented to the business to demonstrate a more proactive capture method between client check-ins/reviews
High volume removal of obsolete accounts from internal systems increasing the systems daily performance and allowing front office to have more accurate trading analytics
Owned and co-ordinated a mass overhaul of priority client fund onboards which included an intricate remediation of the full onboarding workflow
Training lead for FX & Commodities migration of functions to an equivalent Mumbai team
Held training sessions over Zoom/Teams, produced training resources, and ran check-in sessions following the migration of responsibility
Created and presented Powerpoint decks to front office and upper management on e-trading onboarding lifecycle enabling to forge a much stronger relationship between different front office teams, shared understanding, and more effective project management as a business
Day-to-day management of electronic FX & Commodity clients in the Markets space
Overseeing onboarding procedures for new clients, management of day-to-day trade queries, and coordinating product launches and technology projects
FX Novations Business Analyst
J.P. Morgan Chase & Co
06.2015 - 03.2019
Key Responsibilities:
Co-ordinating Novation’s for Front Office, instigating the re-booking of trades with Middle Office through our risk management system (Athena) supporting Front Office desks
Identify possible lack of controls for all aspects in Novations, making sure all trades rebooked under the Novation umbrella are always accurate
Global FX Novations SME for Front Office, Middle Office, Back Office & clients, guidance on scenarios, timelines and complex situations
Achievements / Projects
Identified Novation knowledge gaps within FO desks
Presented face to face FX Novation Knowledge Shares to bridge the gap
Co-ordinated with Middle Office to create a stepping into new risk rebooking template, thus decreasing manual intervention
Received monthly department awards for my handling of extremely large Novations, Novations with 5000+ trades involved was the largest
Commodities Drafting Consultant
J.P. Morgan Chase & Co
03.2015 - 06.2015
New Business Case Owner
Nationwide Building Society
07.2013 - 03.2015
Conduct due diligence into mortgage applications and applicants, to analyse and raise fraud concerns, inform various teams on common fraudulent behaviour
Education
Business Management Foundation Accreditation -
Bournemouth University
09.2011 - 07.2012
Business Administration Level 3 -
Bournemouth And Poole College
09.2010 - 01.2011
Skills
Client Service
Alteryx
ECommerce
Teamwork
Leadership
Microsoft Office
Project Management
Activities and interests:
Play in weekly football and tennis leagues and have interest in being active and keeping fit in general.
Big movie goer, I have my own podcast and review site which is something I'm passionate about too.
Timeline
Business Analyst - FICC and Corporate FX Eplatforms Client Service Associate