Shawn Brody

About Shawn Brody

With a focus on business growth and operational excellence, my role as Executive Director at J.P. Morgan centers around transforming the firm’s data model and automating the account opening lifecycle. The initiatives led by our team have been pivotal in enhancing operational efficiency and cultivating key vendor partnerships, contributing to the firm\'s strategic direction. Recognized for process optimization and high team performance, the recent years have seen me champion efforts that drive stakeholder engagement and employee retention. These contributions reflect a commitment to continuous improvement and a track record of implementing strategic initiatives that deliver measurable results and bolster organizational success.

Experience

1. Executive Director

   J.P. Morgan

   Dec 2020 — Present · New York, NY, US

   Lead a critical transformation of the collateral onboarding process amid operational challenges and 50% growth projections by designing and implementing a scalable, AI-driven onboarding model, cutting lifecycle times by 50% and improving client experience to restore competitive positioning. • Drove a firmwide initiative to overhaul the global data model for party and account relationships, delivering a real-time KYC pre-trade control system, reduced reference data cycle time by 75% and enabled a fully automated onboarding across our markets execution businesses.• Directed the global modernization of the account opening process through digital platforms and strategic partnerships, launching a proprietary onboarding tool, which replaces manual processes and streamlined account lifecycle management at scale. • Foster a culture of collaboration, excellence and partnership cross all projects, consistently building agile, high-performing teams aligned with business goals and strong stakeholder engagement.

Education

• University of Wisconsin-Madison

  Bachelor of Science (BS)

• Midwood High School

  HS Diploma

Skills

• Equity Derivatives
• Derivatives
• Middle Office
• Market Data
• Commodity
• Interest Rate Derivatives
• Series 63
• Bonds
• Structured Products
• Lbo
• Asset Management
• Back Office
• Management
• Etfs
• Equities
• Reference Data
• Financial Modeling
• Product Development
• Capital Markets
• Series 7
• Securities
• Bloomberg
• Financial Markets
• Equity Trading
• Swaps
• Project Management
• Market Risk
• Settlement
• Hedge Funds
• Credit Derivatives
• Financial Services
• Alternative Investments
• Private Equity
• Emerging Markets
• Trading Systems
• Collateral Management
• Options
• Valuation
• Funding
• Trading