Miranda Spitzer
Equity Trade Support Associate - JPMorgan Chase & Co.
- Role
- Equity Trade Support Associate at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Miranda Spitzer
Young professional eager to continue connecting with others in the finance industry. Aiming to continually cultivate skills & inter-departmental relationships while providing clients, management, and other stakeholders a holistic, transparent, and satisfying service. Proven record of effectively overseeing domestic and international settlement processing teams & trade management. Product experience with equity derivatives,(specifically structured notes, convertible bonds, and options), SPACs, ADRs, and 144a/RegS bonds. Experience with DTCC products, Euroclear, OCC, Fidessa, CDS, Arrow (Canada), Microsoft products. Regulatory experience for private wealth management with Rule 144, S-1/F-1 registration, Rule 904. Sales, management, and event-planning experience across several hospitality industry roles since 2016. Located in New York City. Master of Finance Student at Johns Hopkins University Carey Business School Cohort of Fall 2022
Experience
Equity Trade Support Associate
May 2022 — Present · NY, US
Handle trade support duties such as booking trades, overseeing back-office settlement, assisting in product & account set-up, managing depository relationships, etc for Equity & Options business for the various branches of PM Wealth Management, including domestic & international clients• Conduct real-time diagnosis & remediation of technology breakdowns by reviewing reconciliation reporting, closely monitoring various trade blotters throughout the day & including the appropriate stakeholders for each issue• Lead training initiatives for interdepartmental stakeholders concerning DTCC products to help expand services for institutional clients & identify future efficiency opportunities• Teach Summer 2023 Interns assigned to the department the basics of trade lifecycles & the front-to-back operational model for each business line within JPM• Support B Equity Syndicate business by facilitating stock distribution to Wealth Management clients alongside the Equity Trading Desk
Education
The Johns Hopkins University - Carey Business School
Master of Science - MS, Finance
The University of North Carolina at Chapel Hill
Bachelor of Arts - BA, Folklore Studies; Communications Studies
2015 — 2019
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