Jonathan D.
Fixed Income Operations Manager @The Voleon Group
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WORK HISTORY
Fixed Income Operations Manager @The Voleon Group
Berkeley, CA, US
Manage corporate actions and trade settlements workflows for our credit book, ensuring accuracy and compliance. • Support restructurings and launches that enhance operational efficiency of our funds and strategies.• Regularly identify and drive automation opportunities, leading to streamlined processes and reduced turnaround times.
EDUCATION
Kristu Jayanti College Of Management And Tech
Bachelor of Business Administration - BBA, Finance, General
Rutgers Business School
Master of Financial Analysis
ABOUT JONATHAN D.
Financial services industry professional with over seven years of progressive experience within Investment Banking Operations – Asset Servicing. Expertise held in corporate actions end-to-end processing for fund portfolios, institutional clients, high net worth individuals and retail clients, payment modeling, reconciliations and risk mitigation. Demonstrated consistent abilities in identifying efficiencies and delivering solutions through collaboration and technology.Worked in close partnership with settlements and securities lending desks and managed sensitive client inquiries.Master’s degree held in Financial Analysis. Looking for growth roles viz. Investment Associate, Portfolio Analyst and Equity Research.Eager and willing to obtain FINRA Series 7 and 66 licenses upon hire.
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