Foodie & Wine Enthusiast/Anthropologist & Writer. USPTA certified tennis coach - fitness and outdoors fanatic
-Manager of the daily run-the-bank client service team
-Trade support coverage for FID products including IRS, CDS, and FX
-Subject matter expert for Collateral Management at internal meetings with Sales and Trading
-Collaborated with FID Sales team to provide a F2B clearing process flow for a seamless client service experience, inclusive of pre go-live account set up and post trade execution and settlement
-Contributed to system testing developments for new functionality and CCP product offerings
-Managed the daily rehypothecation process for T-Bills, MBS, Agency Notes and Corporate Bonds leveraging the Repo trading desk
-Reviewed ISDA agreements to ensure in-house collateral accurately reflected CSA terms and internal risk systems
-Performed daily margin call process following ISDA best practices for fixed income OTC derivatives
ANNE MAGELLAN
7416 5th Ave, apt. 3
Brooklyn, NY 11209
magellanne@gmail.com
585.729.7606
ABOUT THE APPLICANT: Rochester born native, British citizen, and current Bay Ridge, Brooklyn resident. Currently employed by an investment bank- a foodie and wine enthusiast looking to share an eclectic perspective on life through her passion for words and great cuisine.
EDUCATION:
SYRACUSE UNIVERSITY – WHITMAN SCHOOL OF MANAGEMENT – December 2009
GPA: Major 3.9/4.0 – Dean’s List
Bachelor of Science Summa Cum Laude majors in Finance and Anthropology
Related Activities: Division I Varsity Tennis - Big East Conference Academic All-Star Team
LANGUAGE / SKILLS / AFFILIATION:
Dual American and British citizen
Winner of the Hasan A. Yabroudi literature competition
Favorite Wine: The Pinot Project
Conversational French
United States Professional Tennis Association certified coach
PROFESSIONAL EXPERIENCE:
REACH THE WORLD
Jan 2013- Current
Volunteer web editor for student traveler articles
www.reachtheworld.org
MORGAN STANLEY
Associate: Client Clearing Onboarding, Trade Support, and Collateral
February 2010 – Current
Selected to take lead in the Client Clearing team for Morgan Stanley OTC Derivatives - top 3 firm initiative for 2012
Collaborate with Sales to provide a F2B clearing process flow for a seamless client service experience, inclusive of pre go-live account set up and post trade execution and settlement
Contribute to system testing developments, new functionality, and product offerings at the CCPs (ICE, LCH, CME)
Demonstrate organization and ability to multi-task by margining numerous client accounts, processing under time sensitive deadlines, and managing projects - while mitigating firm risk by implementing constant operational improvements
Provide subject matter expertise for Collateral Management at internal meetings with Sales and Trading
Coordinate numerous initial problem analysis, inclusive of: cost/benefit examination, preparation of system/process flow diagrams, work with CCPs to outline current state, and propose preparation of project charter
Liaise with internal stakeholders to deliver an integrated client focused solution
Develop and manage the collateral pledge efforts for Morgan Stanley’s tier 1 first clearing clients
Responsible for direct oversight of team of analysts
Collaborated with management to organize and oversee group restructure; created new team of dedicated coverage to better serve firm’s largest asset management client
Wrote training documents, implemented training schedule, and trained other analysts
DIXON SCHWABL
Public Relations Intern
Summers 2005 – 2007
Exposed to diverse client industries including food and beverage; client accounts managed included Tavern on the Green, General Motors, and The Rochester City Ballet
Enhanced database organization skills and utilization of online media lists; strengthened ability to communicate with local and national media
Wrote press releases, assembled and organized client media books, assisted in client events including auctions and TV spots