Joey Eberle
Managing Consultant @Fd Technologies
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WORK HISTORY
Managing Consultant @Fd Technologies
Leader within the Markets Transformation Project Team as a Regulatory Specialist at a large Tier 1 Bank • Responsible for creating the Bank’s Uncleared Margin Rules threshold monitoring processes • Directed cross-functional team in the setup of over 500 Consolidation Groups spanning over individual agreements with the strict regulatory deadline ensuring no trading disruptions nor regulatory monitoring gaps • Completed a monitoring trade linking project upgrade to increase SIMM calculation accuracy • Created a data-driven bucketing method to determine which clients (~250 pairs for Phase 5 and ~500 pairs for Phase 6) need to be repapered versus which will remain complaint via monitoring • Finalized the standards for calculating how to allocate the regulatory threshold amongst pairs including exception scenarios for Brexit impacted clients, multi-managed clients, multiple asset managers Toronto, Canada (Sep 17-Sep 19) • Business Analyst/Project Manager at a large Tier 1 Canadian Bank on the FXFI Project Integration team • Delivered a full software and hardware upgrade of WSS application infrastructure to increase performance, stability, and processing speed • Restructured the team\'s workflow processes and test case repository in an effort to find efficiencies and become more Agile focused resulting in a more comprehensive Parallel Testing Project Plan • Analyzed over 50 incoming/outgoing connections to ensure data integrity of all messages; validated ~485 reports related to regulatory, risk management, and a multitude of other processes needed by end users • Ensured the new spread, tier, and parameter configurations were accurately calculated for the client’s pricing engine for retail customers • Coordinated between 15+ downstream systems to ensure FX settlements and reconciliation solutions were properly implemented and timelines were met for the onboarding of an US acquisition • Implemented a new FX Spot Rates JSON message file
EDUCATION
Wake Forest University
Bachelor’s Degree, Finance/Economics
Charlotte Catholic High School
High School
SKILLS
ABOUT JOEY EBERLE
Capital Markets Consultant with 5+ years of business analysis and project management…
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