Kevin McKenzie

About Kevin McKenzie

A Bachelor of Science in Economics and Finance from an accredited institution has allowed me to become quite savvy with financial concepts. I have five years of solid experience in the Financial Services Industry, excellent computer skills, proper phone etiquette, and a great sense of humor. It is my strong belief that I would be a great asset given my attention to detail, coupled with strong operational and administrative experience. My intentions are to display a proactive approach to problem solving by researching, self-education, and resourcefulness.Specialties: Insurance Policy Management, Brokerage Services, Cost Basis Specialist, Trade Support, and Administrative.

Experience

1. Capital Markets

   BNY

   Feb 2022 — Present · Lake Mary, FL, US

   Responsible for monitoring FED-eligible security settlements on contractual settlement date and in accordance with trade details as booked in the firm\'s system, trade clearing, reconciliation, reporting and life-cycle events associated with the trades executed by the various desks. Handles wire processing related to trade settlement and margin collateral movements. Demonstrate a detailed understanding of the trade process and be able to communicate and address issues with internal groups including rates trade support, cash operations, finance/accounting and clearing firms. Work with the Repo Desk for daily funding requirements and collateral needs. Collaborate with operations teams, trading desks and technology to identify and implement strategic improvements. Assist with the implementation of industry initiatives and internal operational efficiencies. Perform ad-hoc requests, support, and analysis.Ensure policies and procedures are followed properly and are updated as needed. Review existing processes to identify potential improvements to create new efficiencies and increase quality and controls. Partner closely with the Business to enhance our client service level and support for new business development. Drive the review of the control and processes in order to reduce operational risk. Reviews and approves work conducted by more junior levels in accordance with function policies and proceduresProvides guidance to less experienced team members. Ability to act as a SME within incident management or within exploration of New Business or processes. Exercises own judgement and collaborates with multiple internal and external stakeholders to resolve any security, settlement, or payment issues. Candidate will work with lead to challenge and maintain updated operating procedures and document manual processes and control from a risk perspective. Regularly interacts with clients in answering questions and resolving multifaceted inquiries.

Education

• Buffalo State University

  Bachelors of Science, Finance, Economics

  2001 — 2006

Skills

• Fx Derivatives
• Compliance
• Powerpoint
• Microsoft Excel
• Life & Health Insurance Licenses
• Equity Research
• Trade Finance
• Client Relations Skills
• Research
• Microsoft Word
• Derivative Operations
• Analytics
• Brokerage
• Legal Research
• Anti Money Laundering