eFinancialCareers

Sample Resume: Trade Clearing and Settlement

Peter Cabrielli

125 Botolph St.

New York, NY 11486

347-555-4212

peter.cabrielli@efinancialcareers.com

SUMMARY OF QUALIFICATIONS

- 4 years market experience with settlement and trade reconciliation process.

- Accustomed to high volume, volatile markets.

- Experience with international and cross-border settlements.

PROFESSIONAL EXPERIENCE

Bear, Stearns & Co. / JPMorgan Chase & Co., New York, NY

2005 – Present

Senior Representative, Trade Services Settlements Department, 2006 – Present

- Ensure timely settlements for over 50 markets worldwide.

- Assist clients with cross border settlements via Euroclear and Clearstream.

- Train team members on Bloomberg, Euroclear and Clearstream systems.

- Reconcile trade discrepancies.

- Escalate unresolved discrepancies to management.

- Monitor and correct institutional accounts.

- Manage and reduce risk associated with settlement failure.

- Achieved highest client and agent satisfaction ratings.

Operations Analyst, 2005 – 2006

- Execute instructions to receive securities from other brokers.

- Process trade corrections and fees for brokerages and clients.

- Transfer physical certificates for clients.

- Report short sales.

- Solve technical issues with recent trades.

- Assist traders with executions on brokerage computer system.

EDUCATION AND CERTIFICATIONS

Bachelors of Business Administration, Baruch College, CUNY 2005

Microsoft Business Certification: Microsoft Office Specialist

Keywords: settlement, international settlement, trade reconciliation, correction, execution, trade services, operations, Euroclear, Clearstream, Bloomberg, operations.

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