Ramona M.

About Ramona M.

Corporate and Investment Banking (CIB) professional with 10+ years of experience across Securities Services, Fixed Income Currencies & Commodities (FICC) markets. Proven F2B expertise in FX, Rates, and Derivatives Trade Lifecycle management; E2E Custody and Collateral Management strategic program delivery; and risk and control oversight spanning Market Risk, Controllers, and Audit. Adept at driving operational efficiency, managing regulatory initiatives (T+1), and supporting complex product development (EMEA). Recognized for cross-functional leadership, global partnership, and improving performance metrics in high-pressure environments. Proponent of continuous learning, upskilling; and thrive in dynamic environments where strategic thinking and operational precision intersect. Pure Luck! Began career at Chase, in the ‘Office of the Chairman’ for D. Rockefeller, W.C. Butcher & T.G. Labrecque. Fortunate to have met Henry Kissinger and Paul Volcker (economics+politics). Learnt about various ‘think tank’ organizations (i.e. Business Roundtable, Brookings Institution, Council of Foreign relations) all influencing business policy & international affairs. Further, on the ground floor of global finance at Chase and JPMorgan (pre-mergers) as a Capital Markets Auditor; and later at Morgan Stanley as an FX and Debt Syndicate Controller. That early exposure from the C-suite; to markets, controls, and enterprise risk shaped the foundation I still draw from today. I\'m passionate about challenging the status quo, smart execution, and delivering measurable impact across the financial ecosystem!KEY ACHIEVEMENTS (Projects):System’s Implementation: Led WHEM region on 300+ client migration (via SFTP) from external vendor platform to internal solution (2015)Cost Reduction Initiatives:+$5M expense reduction from successful migration of 300+ global Collateral asset manager clientbase (2015)Revenue Producer (Americas):+$17M gain from strategic \'Collateral Provider\' Banks\' onboard (SEG-IM Phase-1,(Sept. 2016); executed in 6 weeks +$3M gain from ‘Delaware Life’ Custody onboard, completed CUSIP setup volume; recognized on Deal Sheet (2021)Team Productivity + Efficiency (BAU):+20% gain from real-time intraday \'Flash\' reporting (trader-level) enabling 100% issue resolution by EOD (2022) EOD Prime Broker Metrics improved in 2mths reducing 15c3-3 reserve requirement charges (2023)

Experience

1. J P Morgan Securities Llc, Cib Global Equities and Prime Servicing, Fipb

   JPMorganChase

   Jan 2022 — Present · Jersey City, NJ, US

   Fixed Income Prime Brokers (HedgeFunds) trade huge blocks of US Treasuries (UST), Repos, Bonds Leveraged MSFX expertise to reconciled clearing activity; reduced high volumes of SSI+USD exceptions Led critical downstream coordination efforts w/MO for issue resolution (i.e. missing trade files) across CPs Remediation to reduce \'Aged\' exceptions prioritizing largest drivers as business grew exponentially Results: Bus. stability+metrics improvement in 2mths. across breaks, fails, 15c3-3 reserve requirementJ.P. Morgan Securities LLC, Private Bank, Asset Wealth Management - Complex Products390 Madison Ave, NY : Hybrid Risk: E2E Cross-Asset Deriv. asset class trade capture (i.e. FI, EQ, Swaps, CDS Indices, Options, FX, CMDTY) Trade Support: ensure CONNECT blotter trades are executed, filled; booked correctly downstream F2B Mgmt. Reporting: produce intraday Flash & EOD reporting; Mthend metrics; finalize EOD checklist tasks Regional partnership: WHEM to APAC driving post-trade validations and closing trades for P/L capture Results: ∼60% reduction in open trades Q2 (from ∼44% to ∼19% to ∼18% to ∼18%; Mthly. Vol. ∼500)

Education

• New York University

  Financial Risk Management and Foreign Exchange

• St. John's University

  Master's Political Science, International Relations, Public Administration, and Law

  2009 — 2011

• Training Program+2018 PMP Cert Prep (No. Abp3jMu9UP8r0QMdovqyFvl9L-35)

  ● JPM Chase Audit Training Program (ACE), ● Stella Maris Catholic H.S. (Regents Diploma) ● Our Lady of Perpetual Help (OLPH) Academy

• Columbia Business School

  Executive Education in Financial Risk Management

  2009 — 2011

• St. John's University, The Peter J. Tobin College of Business

  Bachelor's Accounting, Audit, and Enterprise Risk Management