Jeffrey Quinones
Investment Guideline Monitoring
- Role
- Director at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jeffrey Quinones
Experienced Service Operations with a demonstrated history of working in the banking industry. Strong finance professional skilled in Foreign Exchange (FX) Options, Options, Securities, Equity Trading, and Equities.
Experience
Director
Apr 2024 — Present · New York, NY, US
Investment guideline monitoring (IGM) is among the most important risk mitigation activities undertaken by investment management companies. Simply putting portfolio compliance is making sure a client\'s investment portfolio is in accordance with any mandates or instructions that you agreed with client and firms internal guidelines. The risks presented by breaches of investment restrictions, which include risks to reputation, can be significant.
Education
Villanova University
Project Management Certification
2007 — 2008
Marist University
Bachelor of communications, Advertising/marketing
1995 — 1999
Skills
- Equities
- Fixed Income
- Derivatives
- Trading Systems
- Electronic Trading
- Bloomberg
- Options
- Trading
- Hedge Funds
- Market Data
- Financial Markets
- Equity Trading
- Fx Options
- Back Office
- Securities
- Middle Office
- Equity Derivatives
- Back Office Operations
- Foreign Exchange (Fx) Options
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