Professioneel overzicht
markusgiel@ufermanninvestments.com
Highlights of my background include:
• JP Morgan IB T&O - Technology July 2007 - Present
Design and Implementation of (SWIFT-) Real-Time Settlements Functionality (US Clearance/BDAS and International Settlements)
• The establishment of Deutsche Bank’s Global Custody
Services organization with sub custodian relationships
in 92 countries, Foreign Exchange, EUROCLEAR, and Cash
Settlement.
• Facilitated all financial transactions of Deutsche
Bank’s Custody Services organization in New York and
controlled $40 billion of South American assets.
Established and oversaw a department of 30
individuals.
• Shared 25 years of Global Market-, Securities
Operations- and own investment expertise and applied
innovative strategies in order to deliver
“best-in-class solutions” to build the fundamental
architecture for a sophisticated “state of the art”
Global Wealth Management Platform for SEI Investments.
• Founded “Ufermann Investments LLC” with the
objective to offer industry leading investment
research related to “Precious-, “Industrial-“, and
“Energy Metal” Stocks to a growing community of
“Alternative investors” and to provide publishing
services to the Global Mining Industry.
• Demonstrated ability to handle multiple tasks
concurrently, and lead by example. Utilize sound
decision making judgment as evidenced by increased
levels of responsibility and professional
commendations.
Specialties:
Subject Matter Expert for SWIFT, STP,Trade Exec., F/X, Sec.Settlements, Cash-P., EUROCLEAR, Global Custody, Risk Mgmt., Portf. Accountng, BCP. Investment Advisor/Research Analyst specialized in Commodity Stocks (Precious, Industrial, and Energy Metals) In particular focussed on rare metals (Molybdenum, Tungsten, Indium, Manganese) . Author of several financial blogs and Financial Newsletters (USA, Canada, Germany) informing about the impact of China's Industrialization on the commodity market.
Highlights of my background include:
• JP Morgan IB T&O - Technology July 2007 - Present
Design and Implementation of (SWIFT-) Real-Time Settlements Functionality (US Clearance/BDAS and International Settlements)
• The establishment of Deutsche Bank’s Global Custody
Services organization with sub custodian relationships
in 92 countries, Foreign Exchange, EUROCLEAR, and Cash
Settlement.
• Facilitated all financial transactions of Deutsche
Bank’s Custody Services organization in New York and
controlled $40 billion of South American assets.
Established and oversaw a department of 30
individuals.
• Shared 25 years of Global Market-, Securities
Operations- and own investment expertise and applied
innovative strategies in order to deliver
“best-in-class solutions” to build the fundamental
architecture for a sophisticated “state of the art”
Global Wealth Management Platform for SEI Investments.
• Founded “Ufermann Investments LLC” with the
objective to offer industry leading investment
research related to “Precious-, “Industrial-“, and
“Energy Metal” Stocks to a growing community of
“Alternative investors” and to provide publishing
services to the Global Mining Industry.
• Demonstrated ability to handle multiple tasks
concurrently, and lead by example. Utilize sound
decision making judgment as evidenced by increased
levels of responsibility and professional
commendations.
Specialties:
Subject Matter Expert for SWIFT, STP,Trade Exec., F/X, Sec.Settlements, Cash-P., EUROCLEAR, Global Custody, Risk Mgmt., Portf. Accountng, BCP. Investment Advisor/Research Analyst specialized in Commodity Stocks (Precious, Industrial, and Energy Metals) In particular focussed on rare metals (Molybdenum, Tungsten, Indium, Manganese) . Author of several financial blogs and Financial Newsletters (USA, Canada, Germany) informing about the impact of China's Industrialization on the commodity market.
Contactgegevens
E-mail
(werk)
(privé)
Telefoon
001 302 456 5890 (werk)
Werk/opleiding
Werkervaring
JP Morgan Chase
/ Global Management – IB Technology-Sr. Business Analyst
2007 -
Nu
Implementation of SWIFT/ Real-Time Settlement Functionality for the US Clearance business
SEI Investments
/ Sr. Business Analyst - Operations Design
2004 -
2006
Global Wealth Management Platform (GWMP) Development-Sr. Business Analyst
Sr. Operations Analyst and Subject Matter Expert for Global SWIFT Functionality, Straight-Through Processing, Equities/Bond-Trade Execution, Foreign Exchange, Global Securities Settlement, Cash Processing, EUROCLEAR, Global Custody, Risk Management, Portfolio Accounting, Business Continuity Planning, Global Market Regulations and Requirements. Shared 25 years of Global Market-, Securities Operations- and own investment expertise and applied innovative strategies in order to deliver “best-in-class solutions” to build the fundamental architecture for a sophisticated “state of the art” Global Wealth Management Platform.
Sr. Operations Analyst and Subject Matter Expert for Global SWIFT Functionality, Straight-Through Processing, Equities/Bond-Trade Execution, Foreign Exchange, Global Securities Settlement, Cash Processing, EUROCLEAR, Global Custody, Risk Management, Portfolio Accounting, Business Continuity Planning, Global Market Regulations and Requirements. Shared 25 years of Global Market-, Securities Operations- and own investment expertise and applied innovative strategies in order to deliver “best-in-class solutions” to build the fundamental architecture for a sophisticated “state of the art” Global Wealth Management Platform.
Deutsche Bank
/ Head of Global Custody Services Operations
1997 -
2004
Managed staff of 30 and the settlement processes in association with Government issues, Fixed Income, MBS, International Settlements, Foreign Exchange Settlements, EUROCLEAR Settlements, Cash Redemption Process, Mutual Fund Settlements.
Maintained system integrity, and Zero discrepancy, while processing up to 5000 trades per day, totaling $10B in 92 markets. Oversaw 24 Billion (USD) custody assets.
Arranged with network management the establishment of clearing agents in 92 markets.
Reconciled and collected over $5M (USD) through negotiations with contra brokers and use of funds claims.
Convinced central bank clients to increase their custody assets by $20 billion through direct participation in outside sales meetings, and presenting Deutsche Bank’s global custody products.
Constantly increased sales results of DBNY Global Custody product through frequent interaction with customers and managing their questions regarding the
Maintained system integrity, and Zero discrepancy, while processing up to 5000 trades per day, totaling $10B in 92 markets. Oversaw 24 Billion (USD) custody assets.
Arranged with network management the establishment of clearing agents in 92 markets.
Reconciled and collected over $5M (USD) through negotiations with contra brokers and use of funds claims.
Convinced central bank clients to increase their custody assets by $20 billion through direct participation in outside sales meetings, and presenting Deutsche Bank’s global custody products.
Constantly increased sales results of DBNY Global Custody product through frequent interaction with customers and managing their questions regarding the
Opleiding
MBA, Finance, 1985
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