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  • May 2023 CV - Philip Green

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    Philip Green
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    Investment Management, FinTech, Front Office Systems Implementations, Regulatory LIBOR, conversion, Uncleared Margin Requirements, Fixed Income, Derivatives, FX, Private Equity, Total Return Swaps, Asset-Backed Securities, Active Fixed Income, Hedging, Risk management, Treasury, Collateral Management, ISDA and Compliance Rules CFTC, FINRA, SEC, Dodd-Frank stress testing, reporting requirements and securities-based Swaps, NFA, MiFID, LIBOR/SOFR Conversion, OFAC Sanctions BlackRock Aladdin, Charl

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    May 2023 Cv - Philip Green

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    Investment Management, FinTech, Front Office Systems Implementations, Regulatory LIBOR, conversion, Uncleared Margin Requirements, Fixed Income, Derivatives, FX, Private Equity, Total Return Swaps, Asset-Backed Securities, Active Fixed Income, Hedging, Risk management, Treasury, Collateral Management, ISDA and Compliance Rules CFTC, FINRA, SEC, Dodd-Frank stress testing, reporting requirements and securities-based Swaps, NFA, MiFID, LIBOR/SOFR Conversion, OFAC Sanctions BlackRock Aladdin, Charl

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    60 views1 page

    May 2023 CV - Philip Green

    Uploaded by

    Philip Green
    Investment Management, FinTech, Front Office Systems Implementations, Regulatory LIBOR, conversion, Uncleared Margin Requirements, Fixed Income, Derivatives, FX, Private Equity, Total Return Swaps, Asset-Backed Securities, Active Fixed Income, Hedging, Risk management, Treasury, Collateral Management, ISDA and Compliance Rules CFTC, FINRA, SEC, Dodd-Frank stress testing, reporting requirements and securities-based Swaps, NFA, MiFID, LIBOR/SOFR Conversion, OFAC Sanctions BlackRock Aladdin, Charl

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    of 1

    Philip Green Chicago, IL | (312) 731-0965 | Email: derivativestradingdesk@gmail.

    com |
    LinkedIn: https://www.linkedin.com/in/greenderivativestradingdesk/

    Professional Summary
    Experienced FinTech Business Analyst, Platform Delivery Lead and Senior Requirements Analyst in
    Capital Markets, Investment Management, Treasury, Banking, and Hedge Funds. Successfully
    implemented platform delivery rollouts for major financial institutions.

    Professional Experience
    Mass Mutual/Empower, Springfield, Massachusetts Project Manager/Project Lead/Senior Business
    Analyst Sep 2019 – Present Implemented Calypso derivatives trading system, Charles River IMS on
    Microsoft Azure, Murex, DTCC Alert, State Street Charles River, Global Trade Surveillance, and pre-trade
    compliance analysis. Acadia Soft real-time SIMM initial margin manager for OTC and ETD derivatives.
    Worked with ERM team on PFE calculations and risk management tools.

    Northern Trust Wealth Management, Chicago Project Manager/Project Lead/Senior Business Analyst
    Mar 2018 – Sep 2019
    Implemented Murex, Charles River IMS, Calypso, thinkFolio, BlackRock Aladdin for currency
    management and collateral optimization, private equity, foreign exchange, Multi-Assets, Active Fixed
    Income, Private Credit, Corporate Actions, Mandate Funds, FX currencies AUD, USD, CDN, GBP and
    Eurodollar. Trade Surveillance and UMR for OTC Swaps, derivatives.

    Western Digital/SanDisk Corporation, Irvine, California Project Manager, Treasury Consultant – Finance
    and Operations Technology – FIS Treasury Integrity Implementation Mar 2017 - Mar 2018 Responsible
    for implementing FIS Quantum Treasury, defining legal entities, setting up banks and bank accounts,
    counterparty setup, bank statements, and payment schedules for IBOR & ABOR.

    Deutsche Bank, Essen, Sossenheim, Frankfurt, Germany Sr. Business Analyst/Project Manager Mar 2016
    – Mar 2017 Responsible for Accounting, Colline for Collateral Management, ISDA documentation,
    pledged securities, IBOR, and ABOR implementation of Charles River IMS and BlackRock Aladdin.

    Daiwa Sumitomo Capital Markets, London, United Kingdom Sr. Business Analyst/Project Manager Mar
    2010 – Mar 2016 Responsible for the private equity capital markets teams, Finance & Treasury
    regulatory reporting, and implementing a Master Data Management system.

    Fortis Bank/Fortis Investments (BNP Paribas), Brussels & Amsterdam, Netherlands Sr. Business
    Analyst/Project Manager Jan 2007 – Mar 2010 Responsible for Process Re-engineering for Calypso FO
    Configuration Documentation, Calypso Catalog and Products and Asset Classes, and the Calypso to NPB
    and P&L Attribution.

    Skills: Capital Markets, Investment Management, Treasury, Banking, Hedge Funds, FinTech, Project
    Management, Business Analysis, Platform Delivery Rollouts, Calypso, Charles River IMS, Murex, DTCC
    Alert, State Street Charles River, Global One, TriOptima, ThinkFolio, Fidessa, SIMM Initial Margin
    Manager, BlackRock Aladdin, Colline, UMR, FIS Quantum Treasury, Collateral Management, Master Data
    Management, Trade Surveillance, Risk Management Tools.

    Education: Bachelor of Science in Finance, University of Illinois at Urbana-Champaign, 2007

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