Jemes E.

• Efficiency Enhancement Initiatives: #Continuously monitor and evaluate process performance to identify opportunities for further optimization. #Implemented automation solutions, such as reconciling accrued interest differences using VBA, reducing manual workload and enhancing accuracy. • Technological Advancements: #Evaluate and implement technology solutions to support pricing and valuation activities, such as pricing models and data analytics platforms. #Developed internal pricing models for non-listed investments using Python, enabling more accurate valuation processes. #Created an email watcher via Python and Streamlit to automate data extraction and streamline workflows. • Continuous Improvement Initiatives: #Promote a culture of continuous improvement and innovation. #Establish feedback mechanisms to solicit ideas for improvement across teams. #Leveraged SQL and Power BI to analyze data, optimize processes, and enhance reporting accuracy. • Interdepartmental Collaboration Initiatives: #Coordinate cross-functional projects to achieve common goals. #Collaborated with teams to establish KPIs, integrating SQL and VBA for seamless reporting and alignment. • Learning and Documentation Practices: #Develop training materials and conduct sessions on pricing methodologies, valuation techniques, and processes. #Documented best practices for tools like Power BI and Metabase to improve data monitoring and tracking. • Partner Relations Management: #Manage relationships with vendors and data providers, ensuring quality service delivery and compliance. #Facilitated integration of technological solutions like Python tools and Metabase dashboards. • Client Service Enhancement: #Collaborate with client-facing teams to implement client-centric initiatives and solutions. #Monitor client satisfaction metrics and address concerns proactively. #Designed SQL and Power BI dashboards to improve client engagement and transparency.

• Real-Time Metrics Monitoring: # Used Metabase to execute predefined SQL queries, monitoring key metrics such as real-time activities. • KPI Development: # Created KPIs using SQL and VBA, focusing on data quality, including trades in dark pools versus direct market trades. • Data Visualization and Reporting: # Designed dashboards and reports in SQL and Power BI to support best execution analysis. # Developed tools using VBA and SQL to provide best execution analysis to stakeholders. • Trading and Corporate Actions: # Processed and executed orders for both retail and professional clients, ensuring accuracy and compliance. # Participated in the offering of CATS for leveraged products to clients. # Developed tools to monitor corporate actions sent to clients, improving accuracy and efficiency. • Data Analysis: # Conducted macro and micro analyses of client behavior, creating dashboards to monitor the daily trading system. # Used SQL, VBA, and Power BI to analyze trading data and provide actionable insights. • User Engagement Insights: # Implemented Google Analytics to track page-level and chain-level data, providing actionable insights on user engagement. • Product and Marketing Analytics: # Used Mixpanel for user and product analytics, driving data-informed decisions on marketing strategies and application performance. • Relationship Management: # Maintained relationships with financial data vendors, exchanges, and brokers, ensuring seamless collaboration and data quality.

• Institutional Portfolio Management: # Contributed to the analysis and updates of portfolios in line with client investment policies, using internal portfolio management systems and SQL for data extraction. • Report Production: # Prepared periodic reports on portfolio performance and allocations, integrating qualitative and quantitative analyses using advanced Excel and VBA for automation and reporting. • Risk Analysis: # Assisted in evaluating risks associated with institutional mandates, collaborating with the risk management team and leveraging SQL and Excel for risk analysis. • Client Communication: # Supported the preparation of presentations for institutional clients, explaining results and strategic management decisions using Microsoft Office Suite and SharePoint for collaboration. • Process Improvement: # Collaborated with multidisciplinary teams to optimize reporting and analytical processes, employing VBA and internal portfolio management systems to enhance efficiency.

• Derivative Pricing: # Priced vanilla and exotic derivatives with precision, aligning valuations with market conditions and client needs. • Documentation & Client Support: # Drafted term sheets and product sheets for financial instruments, ensuring clarity and compliance. # Delivered after-trade support to clients, handling inquiries and ensuring smooth transaction processes.

• Product Launch Promotion: # Contributed to the promotion of newly launched products through specialized press agencies such as Bloomberg and Reuters. • Reporting and Documentation: # Created performance reports and term sheets for financial entities, ensuring accuracy and clarity in communication.