Middle Office Prime Analyst (Contract) at Cantor Fitzgerald (2025-11 – Present)
Serve as the primary analytical point of contact for hedge fund and institutional clients, managing trade, margin, and account inquiries with focus on risk analysis and operational accuracy.
- Serve as the primary analytical point of contact for 20+ hedge fund and institutional clients, resolving 100+ daily trade, margin, and account inquiries — synthesizing complex data to drive rapid, accurate decisions that reduced issue-resolution times by 25%.
- Monitor and analyze client exposures across $500M+ in margin balances, validating risk calculations and identifying discrepancies that reduced margin-related errors by 30% — demonstrating the quantitative rigor required for strategy-level financial analysis.
- Process and validate 3,000+ equity and fixed-income trades weekly, applying structured problem-solving to trade capture, broker mapping, and connectivity issues to achieve 99.5% booking accuracy and significantly reduce downstream operational breaks.
- Manage daily settlements exceeding $50M in trade and cash activity, producing detailed reporting packages that improve transparency and accelerate decision-making for senior stakeholders.
- Execute daily middle‑office controls across trade breaks, margin calls, and settlement exceptions, reducing operational errors by 20% and strengthening the firm's risk‑management framework.
Operations Analyst – Rotational Program (Treasury, Risk & Compliance) at BNY Mellon (2024-02 – 2025-10)
Completed rotational program across Treasury, Risk, and Compliance divisions, developing cross-functional expertise in capital management, risk exposure, and regulatory compliance.
- Reconciled $15M+ in institutional transactions across Treasury, Risk, and Compliance rotations — developing cross-functional fluency in how large financial institutions manage capital, exposure, and regulatory risk simultaneously.
- Analyzed portfolio liquidity buffers, credit exposures, and key risk indicators across portfolios exceeding $1T in institutional AUM, producing insights that improved visibility for senior leadership and informed portfolio reporting decisions.
- Monitored key risk indicators and escalated potential exposure concerns, demonstrating the judgment and stakeholder communication skills essential for driving cross-functional initiatives at the senior management level.
- Strengthened compliance oversight during onboarding by reviewing KYC/AML documentation and escalating discrepancies, supporting adherence to regulatory requirements and minimizing operational risk.
Wealth Management Intern at JP Morgan Chase (2023-05 – 2024-01)
Supported wealth management team through competitive benchmarking, client onboarding, and market analysis across equities, fixed income, and derivatives.
- Performed competitive benchmarking and macroeconomic research to support client strategy briefs and internal presentations on high-value portfolio positioning — directly analogous to the industry landscape research and trend analysis central to corporate strategy work.
- Facilitated onboarding of high-net-worth clients by gathering KYC/AML, Tax, and Regulatory documentation across equities, fixed income, and derivatives portfolios, developing an early understanding of the regulatory environment shaping financial services strategy.
- Conducted market analysis of equities, fixed income, and macro trends to identify investment opportunities aligned with compliance guidelines building the financial fluency required to support data-driven strategic decisions.
