Joseph Torres
Senior Consultant - Project Manager at Capital Markets Advisors LLC
- Role
- Project Manager Wealth Management Americas Platform (Wmap) at Broadridge at Capital Markets Advisors LLC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Joseph Torres
Strong Financial Professional with experience across multiple asset classes, business functions and product groups within the capital markets industry. Deep Knowledge of Risk, Trading Systems, Hedge Funds, Bloomberg, Financial Markets and Trading. Manage multiple functions with a proven track record of success in Front Office Business, Operations Management and Equity Middle Office, Client Service and Project Management.Identify and champion opportunities within business and operations interactions to increase service offerings, improve efficiencies, evolve workflows, minimize risks and reduce operating costs. Expertise in Client on-boarding, Credit Risk processes, Anti-Money Laundering (AML), Know Your Customer (KYC) procedures and regulatory requirements.
Experience
Project Manager Wealth Management Americas Platform (Wmap) at Broadridge
Sep 2021 — Present · Newark, NJ, US
Project Manager: Wealth Management Americas Platform (WMAP). Integration Points and Batch file control process tracking.
Skills
- Back Office Operations
- Financial Markets
- Trading
- Investment Banking
- Fixed Income
- Electronic Trading
- Capital Markets
- Series 7
- Bloomberg
- Project Management
- Interest Rate Derivatives
- Credit Derivatives
- Broad Ridge Adp
- Financial Services
- Swaps
- Regulatory Requirements
- Structured Products
- Back Office
- Derivatives
- Middle Office
- Market Data
- Options
- Prime Brokerage
- Customer Satisfaction
- Securities
- Equity Trading
- Equities
- Program Trading
- Risk Management
- Etfs
- Investments
- Fx Options
- Settlement
- Hedge Funds
- Equity Derivatives
- Trading Systems
- Customer Experience
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