Unifers.ai

Joseph Torres

Project Manager Wealth Management Americas Platform (Wmap) at Broadridge @Capital Markets Advisors LLC

Charlotte, NC, US
EMAILS
[email protected]
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Sep 2021 — Present

Project Manager Wealth Management Americas Platform (Wmap) at Broadridge @Capital Markets Advisors LLC

View department →

Newark, NJ, US

Project Manager: Wealth Management Americas Platform (WMAP). Integration Points and Batch file control process tracking.

SKILLS

Back Office OperationsFinancial MarketsTradingInvestment BankingFixed IncomeElectronic TradingCapital MarketsSeries 7BloombergProject ManagementInterest Rate DerivativesCredit DerivativesBroad Ridge AdpFinancial ServicesSwapsRegulatory RequirementsStructured ProductsBack OfficeDerivativesMiddle OfficeMarket DataOptionsPrime BrokerageCustomer SatisfactionSecuritiesEquity TradingEquitiesProgram TradingRisk ManagementEtfsInvestmentsFx OptionsSettlementHedge FundsEquity DerivativesTrading SystemsCustomer Experience

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.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.