Sandra Beckford

Custody Middle Office – NA Client Facing Team Group Lead - Senior Vice President – Brooklyn NY

Role
Custody Middle Office Asset Servicing - Vice President Brooklyn Ny at JPMorganChase
Location
Orlando, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Sandra Beckford

My extensive background in enhancing the customer expertise and providing oversight for complex institutional products has provided me the opportunity to grow in my career and be recognized as a key leader within my profession. A few highlights from my career include:• Excellent attention to detail and superior organizational skills to successfully manage a large financial portfolio while exceeding the needs of the client. • Extensive background in financial analysis, global securities settlement guidelines and understanding market trends to determine appropriate key performance indicators impacting service delivery. • Experienced in reviewing qualitative and quantitative information, preparing and presenting proposals, and offering viable recommendations to senior lenders and key decision makers. I have been recognized for my superior work performance by key decision makers and clients, along with establishing a reputation within the industry as an individual who has successfully managed a complex portfolio of clients and relationships. If your company is looking to add a key member to its executive team with my background and expertise then please contact me today. I look forward to connecting with you in the future

Experience

  1. Custody Middle Office Asset Servicing - Vice President Brooklyn Ny

    JPMorganChase

    Sep 2021 — Present · New York, NY, US

    The Custody Middle Office Department is responsible for ensuring all aspects of operations for clients are completed, transactions are processed on time, exceptions are resolved proactively; provide single point of contact team and subject matter expertise to the clients. Middle Office covers trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans.Key Responsibilities Include:• Manage and oversee a portfolio of clients; and serve as a senior escalation contact for client inquiries.• Collaborate with various internal teams for corporate actions and asset servicing transactional events.• Champion control standards within the team and lead program initiatives.• Perform root cause examination for respective clients to increase STP and process improvements.• Participate and support international teams performing follow the sun coverage for global clients.• Support business units in the execution of user acceptance test plans for successful production technology releases.• Partner with internal stakeholders to help identify internal and external technology improvement opportunities.• Execution of Service Level Agreements and Standard Operating Procedures.• Provide subject matter expertise and value added services to clients where required.• Develop strategic client partnerships and evolve these relationships through business process enhancement and innovative ideas.

Education

  • Southern New Hampshire University

    Bachelor of Business Administration - BBA, Business Administration - Accounting

    2015 — 2019

  • Baruch College

    ,, Accounting

    1993 — 1998

Skills

  • Financial Services
  • Portfolio Management
  • Equities
  • Derivatives
  • Banking
  • Mutual Funds
  • Bloomberg
  • Accounting
  • Asset Management
  • Fixed Income
  • Hedge Funds
  • Alternative Investments
  • Fund Accounting
  • Global Custody
  • Securities

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