Rui Wan
Analyst at Franklin Templeton Investments
- Role
- Derivatives Analyst at Franklin Templeton
- Location
- Rancho Cordova, CA, US
- LinkedIn followers
- 500 followers
About Rui Wan
As a new graduate from the Graziadio School of Business and Management with a Master of…
Experience
Derivatives Analyst
Feb 2014 — Present · Sacramento, CA, US
Derivative trade support & Collateral management in Global Trade Services Department - Alternative Strategies Trade Services.• Responsible for collateral management process by validating and processing daily margin calls issued to counterparties.• Resolve, reconcile and investigate any disputes by analyzing collateral balances, margin activities and MTM differences to lessen the exposure to the funds.• Support derivative trade process by executing and completing OTC option and swap trades (both OTC and cleared).• Confirm and validate derivative trades financials and terms in a timely manner via long form paper confirms or electronic platform Markit (DSMatch, MarkitWire and Markit Trade Manager).• Report to upper management by producing daily metrics and EOD email for both collateral management and derivative transactions.
Skills
- Investments
- Acadiasoft
- Sql
- Collateral Management
- Strategy
- Microsoft Powerpoint
- Stattools
- Risk Management
- Financial Analysis
- Microsoft Word
- Vba
- Networking
- Business Valuation
- Data Analysis
- Investment Management
- Microsoft Excel
- Powerpoint
- Bloomberg
- Economics
- Portfolio Management
- Equity Valuation
- Research
- Financial Modeling
- Public Speaking
- Derivative Operations
- Financial Reporting
- Leadership
- Risk Solver Platform
- Omgeo Protocoll
- Access
- Market Research
- Markitwire
- Spss
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