George Helwig

About George Helwig

Capital Markets Product Owner | FICC, Derivatives & FX SpecialistDomain: Expert in Fixed Income, Credit, Commodities, and Foreign Exchange (Buy-side & Sell-side).Product Lifecycle: Lead the development of front-to-back office solutions, from trade capture and pricing to automated payments and settlements using SWIFT, CLS, FRD, ACH and other retail applications.Technical Depth: Specialized in RV/MTM calculations, risk metrics, and process flow optimization for complex hedging instruments.Most recent work includes standing up equity securities platform and options that include swaps and hedging. SWIFT and FIX interfacing with Ion in multiple personas. Developed digital transformation solutions of data within Fixed Income instruments (US treasuries, Securitized and Corporate). Validated calculations using Risk Notional for Key Statistics / Duration and AUM returns. Other transformational work around the Portfolio metrics that include sector exposure with fund of funds and multi asset products. Looking at Point of Views that examine how to use internal Generative AI to enhance the user experience from development through client experience.

Experience

1. Principal

   Infosys Consulting

   Aug 2016 — Present · New York, NY, US

   Client advisory Wealth platform Product Owner in equity products such as derivatives, cash and ETF\'s. Overall owner of the business value and prioritization schedule for work in agile environment for UX trade capture screens and payments methods. Work in cross functional teams and driving solutions with Legal, Compliance, Risk, Trading, Operations and Technology. Developed solutions for operations, client onboarding, regulatory reporting, client reporting and accounting. Building functionality to pre validate trades either through FIX messaging or phone orders. Routing and messaging services are also being developed to enhance overall automation or trade lifecycle. Determine settlements for products using risk country and domicile for cash and securities clearing. Designed independent SWIFT gateway using ISO 20022 along with CLS and Fed settlements.Develop solutions transforming existing processes into digital platform for Investment Banks and Asset Managers. Foundational work, as part of this process, includes current state assessment, system of record, data lineage and analysis. Project framework include governance, key stakeholders and decision makers for the lifecycle of milestones. Design solution options for issues identified during the lifecycle of the program using RAID logs. Showcase Point of View (POV) client solutions to circumvent issues or roadblocks with multiple options. Navigate technical challenges that focus on acceptable costs, such as technical debt as part of journey towards target state. Strong working knowledge of Capital Market products that include Treasury and Municipal bonds, corporate credit, Foreign Exchange, Credit Derivatives and Interest Rate products.Project management planning methods include Agile, SAFe and Waterfall. Utilize hybrid approach in program management to C suite level staff, converting agile epics into digestible timelines.Presented oral presentations to clients, closing multiple client engagements.

Education

• University of Connecticut School of Business

  MBA, Finance

  2002 — 2006

• Western New England University

  BSBA, Management

  1986 — 1990

Skills

• Middle Office
• Settlements
• Fx
• Collateral Management
• Change Management
• Interest Rate Swaps
• Money Market
• Money Management
• Cash Management
• Back Office
• Sales Support
• User Acceptance Testing
• Business Requirements
• Waterfall
• Fx Hedging
• Fx Options
• Key Risk Indicators
• Options
• Financial Risk
• Foreign Exchange
• Settlement
• Investment Banking
• Risk Management
• Derivatives
• Fixed Income
• Capital Markets
• Trading
• Equities
• Banking
• Foreign Exchange (Fx) Options
• Back Office Operations