Jose Cucalon
Bank & Broker Dealer Operation
- Role
- Operational Specialist at Itaú Unibanco
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
Experience
Operational Specialist
Jun 2022 — Present · Miami, FL, US
Managed Omnibus, Retail, and Trading accounts for custody exposures.Report creation for custody holdings and analysis.Middle office support for financial and operations teams in Lisbon.Analyst for cash settlements and exposures.Collaborated with data analyst department on operational projects.Handled asset transfers and USD/Non-USD wire transfer approvals.Review and approve Wire and FX executions.
Skills
- Equities
- Bloomberg
- Asset Allocation
- Banking
- Risk Management
- Fx Options
- Aml
- Kyc
- Private Banking
- Operational Risk
- Fixed Income
- Microsoft Excel
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