Currency Resume Sample

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Carli Steuber
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Work Experience


Currency Manager
02/2018 - PRESENT
Detroit, MI
  • Partner with the Department’s VP on all projects pertaining to OFAC/AML, Money Movement, and various process improvement initiatives within the area
  • Measure, analyze, and control credit and market risk for the firm’s liquid investments
  • Build and Maintain interest rate curves in Blackstone’s treasury management system (Wall Street Suite) in support of FX and interest rate derivative valuation
  • Contribute to Blackstone’s corporate debt capital markets initiatives
  • Build and maintain strong relationships with outsourcing partner and technical teams ensuring efficient services adhering to SLA’s and business expectations
  • Develop and drive service improvements based on RCA’s, trends and vendor inputs
  • Prepare and distribute weekly management reports to America’s Currency Center and individual units to support management decision making
Portfolio Analyst, Currency
12/2011 - 11/2017
Chicago, IL
  • Assist with the Currency and Commodity Center period close for all America’s units. This involves providing the units with their reporting on both their realized and unrealized hedging results to ensure Balance Sheet and P&L accuracy
  • Daily monitoring and analysis of funds’ securities holdings, cash and portfolio instruments in fixed income, equity, multi-asset and fund-of-funds structures, in order to ensure that all currency hedging mandates meet all relevant regulatory tests and internal guidelines at all times
  • Measures and analyses risks and return regarding credit-, market-, liquidity- and operational risks
  • Ensures operational excellence within the given risk and operations infrastructure for SFS and Treasury
  • Calculating Net Foreign Currency Position (including any agreed currency clauses)
  • Decision on hedging instrument
  • Requesting the FX positions relevant to the NFCP
  • Complying with hedging level per ARE
  • Request offer calculation exchange rates
CIB FX Services Restricted Currency Trader
01/2008 - 10/2011
Detroit, MI
  • Determining the calculation rate for the binding offer (project business) at EUR 1 m or above
  • Monitoring the calculation rate for the binding offer
  • Reporting on the status of the binding offer
  • Reporting the foreign currency position, in particular significant changes (ad hoc reporting of new positions)
  • Compiling and coordinating with both Treasury and FSS (Shared Services) for FX contracts utilization during payment cycle and ensuring all FX impacts are accounted for accordingly
  • Ensuring that the accounting of FX P/L effects are allocated appropriately (to the originating Divisions)
  • Assisting Portfolio Managers in working closely with internal resources (including derivatives trading group, legal/compliance and portfolio managers) to design appropriate currency strategies and document policies and procedures
  • Establish and test links with custodians, internal databases and trading applications
  • Ensure appropriate documentation, as defined by Portfolio Managers, is in place

Education


Southern Adventist University
2003 - 2008
Bachelor's Degree in Business

Professional Skills


  • Use broad and comprehensive awareness of the desk’s objectives and risk limits to form effective funding and risk strategies, contributing to the ongoing improvement of returns on the desk
  • Align and prioritize IT Investment requirements during the AOP planning process, particularly with the global programs
  • Funding of the entire Banking Book balance sheet covering the Corporate Banking, Retail, Wealth and Card
  • Accurate and timely forecasting of funding requirements to ensure compliance with all regulatory and internal stress requirements and/or metrics (RWA, min cash requirements and reporting requirements eg LRA, EMR), considering the future evolution of the firm’s balance sheet
  • Monitoring of changes in Central Bank and Clearer deposit/overdraft rates to ensure Treasury pricing tracks the appropriate benchmarks
  • Understand the drivers of the underlying cash positions to develop full comprehension of the balance sheet and ensure the appropriate pricing is applied
  • Base level knowledge of trading costs, settlement, clearing practices, and the global securities markets

How to write Currency Resume

Currency role is responsible for research, design, reporting, trading, training, securities, credit, finance, accounting, marketing.
To write great resume for currency job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Currency Resume

The section contact information is important in your currency resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Currency Resume

The section work experience is an essential part of your currency resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous currency responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular currency position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Currency resume experience can include:

  • Perform beta tests for new clients prior to launch
  • Work under supervision of the Portfolio Managers with internal and external clients, providing updates, investment reporting, and overall client service
  • Improve and evolve the existing investment process to build greater scalability and efficiency to support increasing numbers of client portfolios
  • Perform daily/monthly performance calculations and reporting
  • Monitor and evaluate results including performance attribution analysis. Report results to Portfolio Managers
  • Assist Portfolio Managers to answer client questions and assist in the identification of additional business opportunities with existing clients

Education on a Currency Resume

Make sure to make education a priority on your currency resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your currency experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Currency Resume

When listing skills on your currency resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical currency skills:

  • Desired prior experience and exposure to EM and NDF’s
  • Experience of covering the rupiah, credit markets and Islamic finance is desirable
  • Creation and ownership of tactical control remediation processes prior to passing to the Glasgow based team
  • Project management experience, or designation, desirable
  • Preferably experienced in one or more Payments and Cash
  • Detail oriented and very precise with numbers, strong attention to detail

List of Typical Skills For a Currency Resume

1

Skills For Portfolio Analyst, Currency Resume

  • Accurate and timely publication of interest rates to Business units to ensure adequate pricing to clients applies and correct ALM-E P&L and risk management
  • Provide overall global oversight to formulate short and long-term product strategies leveraging regional Product execs to provide insight and clarity of regional and local customer needs and the regulatory environment
  • Intellectual curiosity and ability to be proactive and resourceful in seeking answers
  • Co-ordination of global FX Champions training programme
  • Identification and suggested remediation of sub-optimal hedging activities
  • Define and drive global innovation
  • Drive global management for product rationalization
  • Develop and execute a global product-centric market analysis to determine longer term product strategies affecting client buying behaviour, competitors, and to anticipate shifts in the market
2

Skills For Currency Manager Resume

  • PCM serves as a core provider of Cash Management services to the Group’s Global Banking and Commercial Banking customers. PCM operates in an environment with heavy competition, tightening regulations and increasing customer demands
  • Thorough understanding of Morgan Stanley’s currency risk management and broader control framework
  • Management core business lines
  • Write quickly and concisely in English under deadline pressure
  • Knowledge of investment concepts, portfolio account and investment operations
  • Base level knowledge of currency management styles/strategies
  • Base level knowledge of capital markets and securities industry
3

Skills For CIB FX Services Passive Currency Overlay Trader Associate Resume

  • Base knowledge of money manager, custodian and broker operations and reports
  • The role holder is not permitted to undertake judgmental risk assessment
  • Appropriate management of the substantial gross DV01 positions within approved limits requiring excellent market and financial instruments knowledge to achieve the optimal risk profile and cost
  • Manage the risk and PnL of the book within all applicable limits (including B and C level DVaR) and in compliance with all relevant Treasury & Barclays policies, in order to prevent P&L losses and risk breaches
  • Analysis of the desk P&L, working with Product Control & Hedge Accounting to
4

Skills For Foreign Currency Accounting Coordinator Resume

  • Ad-hoc support and coverage for Glasgow based senior manager
  • Implementation of tactical controls
  • Analysing currency exposures within funds and ensuring they comply with strict hedging parameters, liaising as required with FIL’s international Investment Management teams, Risk and Compliance teams as required
  • Work closely with senior team members, FX Client Management and Product, Network management, local liquidity providers, technology and operations, to develop and deliver a ‘best in class’ service and solutions to clients
  • Work closely with senior team members, FX Client Management and Product, local liquidity providers, technology and operations, to develop and deliver a ‘best in class’ service and solutions to clients
  • Assist the Portfolio Managers in the implementation of client currency overlays
  • Complete required reconciliations, populate investment models, and respond to ad hoc client requests
5

Skills For Senior Currency Analyst Resume

  • Research and recommend to Portfolio Managers best practices including workflows, policies, and procedures for the Currency team to effectively meet investment goals for clients and meet regulatory requirements
  • Assist Portfolio Managers with their interactions with internal resources (including derivatives traders, portfolio managers and Go-
  • Assist Portfolio Managers to systematize and continually improve risk controls
  • Assist Portfolio Managers in their role as primary contact for a subset of internal and external clients
  • To-Market associates) to implement currency-related investment strategies
  • Strategic Direction: 30%
  • Program Management: 40%
6

Skills For CIB FX Services Restricted Currency Trader Resume

  • People Management: 5%
  • Communications : 20%
  • General Admin: 10%

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