Business Analyst @ BlueCrest Capital Management, LLP
Convertible Bond TA @ Barclays Capital
Structured Equity Finance & Swap Trade Support @ Bank of America Merrill Lynch
A-Levels, Economics @
St Michael's Grammar School
I am a highly motivated and focused individual with a strong work ethic. I am a team player with a passion to achieve results. I am flexible with a positive attitude to change as demonstrated throughout this most challenging 4-year period for the industry. I pride myself on having a professional, forward thinking attitude coupled with a
I am a highly motivated and focused individual with a strong work ethic. I am a team player with a passion to achieve results. I am flexible with a positive attitude to change as demonstrated throughout this most challenging 4-year period for the industry. I pride myself on having a professional, forward thinking attitude coupled with a confident business manner and strong written and verbal communication skills.
I spent 5 years working at Bank of America Merrill Lynch in a very dynamic, highly pressurised Equity Derivatives Middle Office role. I was also support for the Structured Equity Finance & Trading (SEFT) desk who offered extremely bespoke finance facilities to high net worth individuals across all regions. I participated in the support of this desk from the initial client on boarding to providing advice on the trade bookings and the effective flow through to settlement.
More recently I have been working as a Convertible Bonds Trading Assistant with Barclays Capital.
Business Analyst @ From May 2013 to Present (2 years 8 months) Convertible Bond TA @ Booking and managing the intake, allocations and syndicate fee processing for all New Issues for which Barclays are sole book runner.
Setting up the front to back static for all new issues as well as ad hoc static set-ups including recent intricate CDS trades and bond-warrant bookings often with FX components within the package as part of a new issuance surge.
Monitoring early morning reports for positions past and approaching expiry and booking out accordingly.
Checking all bonds to ensure correct valuations are taking place, escalating to the desk and IT in the event of any missed valuations and updating volatility surfaces as per the trader requests.
Booking out Corporate Action events and coupons that are due whilst working closely with the desk to ensure there are no ad hoc conditions with the bond.
Additional projects that improve the efficiency of the trade support desk and reduce risk to PnL. From July 2011 to June 2013 (2 years) Structured Equity Finance & Swap Trade Support @ Here I supported the Fund of Funds (FOF) and Single Stock Financing Structuring Desk. At the time this was a rapidly growing part of the sales business. The role itself faced off against the business and against the client's directly. It was extremely high profile both from senior front office/operations/middle office management perspective so understanding of processes and its impact on other stakeholders (Credit/Margin/Risk/Finance/Business Management) was crucial.
Assisting in the on-boarding process for clients.
Liaising with the business to determine current trading structures that they are looking to implement and analysing any potential operational risk that these can create whilst challenging BAU processes.
Support of the execution of deals in the risk system, usually within very tight timeframes with the specifications of the deal having the propensity to change within hours of when the trade is due to go live.
Working with Margin & Risk to monitor closely and issue margin calls to client's who breach their LTV constraints.
Analysing existing trading structures and implementing process improvements where possible.
Drawing up and maintaining procedures as and when new deals are live.
Month-end reconciliation of open loans including billing the client for interest charges and commitment fees.
Adhoc requests from the structuring desk which were frequent and often very urgent. From May 2010 to June 2011 (1 year 2 months) London, United KingdomEquity Derivatives Client Services @ From June 2008 to May 2010 (2 years) London, United KingdomMLPF&S Debt Settlements @ From July 2006 to June 2008 (2 years) Economic Consultant @ I was part of a small Economic Advisory team to the local Government departments whereby I carried out and later coordinated comprehensive cost-benefit analysis on a number of policy driven initiatives related to the monetary and non-monetary need for various projects.
I also worked on a significant research piece into the impact of FSA reporting standards across various EU jurisdictions on the “Big 4” accountancy firms of that time. This provided the project leader with background research in support of papers and international conference calls. From September 2005 to June 2006 (10 months) Economic Research Assistant @ Oversight of trends and metrics on the UK labour market and public policy.
The maintenance and manipulation of large data sets that came into the centre for various research projects.
Assisting in the estimation of econometric models using both time series and cross-sectional techniques.
Assisting in report writing used to brief clients, both businesses and local government departments of research outcomes and providing appropriate policy advice. From June 2003 to September 2004 (1 year 4 months)
First Class Hons, Economics @ University of Ulster From 2001 to 2005 A-Levels, Economics @ St Michael's Grammar School From 1995 to 1999 IOC @ CISIMiFID Foundation Certificate @ London Stock Exchange Geraldine Sloan is skilled in: Equities, Bonds, Middle Office, Econometrics, Structured Products, Settlement, Options, Swaps, Research, Economics, Emerging Markets, Hedge Funds, Operational Risk, Asset Management, CDS
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