Peter Alves

Institutional Investment Operations Specialist @Wells Fargo

Charlotte, NC, US
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WORK HISTORY

Aug 2019 — Present

Institutional Investment Operations Specialist @Wells Fargo

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Charlotte, NC, US

Managed capacity reporting data and analysis for Foreign Exchange Operations Team and presented and relayed all relevant capacity reporting to senior management team.Worked directly with senior management team to fulfill further capacity analysis on all full time employment requests.Successfully automated data extraction and formatting for capacity reporting through VBA in Microsoft Excel, increasing efficiency and reducing completion time by several weeks.Supported FX trade volume projections using OPICS transactional data pulled through SQL Queries.Processed foreign exchange contracts for corporate and institutional customers using various systems to instruct, monitor and investigate trades.Managed processing of various FX contracts including hedges, options, cash accelerations and payroll wiresCoordinated with Front Office, Middle Office, Investigations, Static Data, Cancels & Amends, and Resolutions teams to resolve a range of issues on an ongoing basisExpanded client relations and service skills through direct communication of settlement instructions for FX contracts.Worked in Systems: OPICS, Sapphire, SWIFT, FXALL, MISYS (Finastra), Bloomberg, OpenText

ABOUT PETER ALVES

Experienced Financial Analyst with a demonstrated history of working in the banking and…

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Peter Alves — Institutional Investment Operations Specialist at Wells Fargo in Charlotte, NC, US | Unifers