Luciana R.
Equities Middle Office Associate at JPMorgan
- Role
- Equities Middle Office Senior Associate at J.P. Morgan
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Luciana R.
Highly organized and detail-oriented professional with 9+ years of experience in operations, specializing in OTC derivatives, equities, and client service. Proven ability to manage complex settlements, develop process automation tools (Alteryx, VBA, Python, SQL), and enhance operational efficiency. Adept at collaborating with multiple cross functional teams to deliver exceptional service and drive successful project outcomes.
Experience
Equities Middle Office Senior Associate
Feb 2023 — Present · New York, NY, US
Managed Cash Special Equities, Equity Derivatives & Corporates Sales Support, and Venture Capital Support teams.• Delivered exceptional client service by analyzing trade activity and operational challenges, identifying root causes, and resolving approximately 10 issues that also benefited other clients.• Automated processes using Alteryx and VBA, streamlining workflows, reducing manual efforts by 50% and enhancing data processing accuracy by 30%.• Collaborated with subject matter experts to define best practices and achieve desired outcomes on projects involving T+1 migration, SEC and CFTC regulations, reducing incorrect breaks by 25% and increasing team capacity.• Developed workflows for new investment initiatives, partnering with cross-function teams to create procedures and streamline processes within project timelines.• Analyzed large datasets to produce Key Performance Indicators (KPIs) and business insights for senior stakeholders.• Established and maintained Standard Operating Procedures to ensure processes’ consistency and efficiency. • Created controls during the team’s restructuring which reduced errors by 60%.
Education
Insper Instituto de Ensino e Pesquisa
Master's degree, Finance
2022
NYU Stern School of Business
Master of Science - MS, Business Analytics & AI
Universidade Presbiteriana Mackenzie
Bachelor of Arts - BA, Economics
2017
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