Michael Peltz

· Responsible for providing a direct relationship to all clients (internal & external) based on client tier.

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Support pre-matching of trades, value date settlement matching, client inquiries, receive / deliver exceptions, validation and timely communication of all potential compliance Buy In's, and root cause analysis and issue resolution of fails.

· Developed strong business relationships with Global Core Settlements, Trade Processing, Reference Data, and other internal operational departments across the organization.

· Perform pre-matching of future settled trades to ensure accurately and efficient settlement with our clients and clients counterparties.

· Strategically work on streamlining the process to minimize and reduce manual redundancies.

· Comply with regulatory requirements and account maintenance, in order to eliminate & minimize capital charge exposure daily

· Understand the Escalation guidelines to promptly address and escalate financial and negative client exposure situations.

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Successfully use time management skills and participate in special projects as requested by management.

· Support trade transactions for custody clients.

· Handled tight deadlines, high volumes, and demanding clients/trading desks.

· Responsible for the daily management of client custody activity in U.S. and international markets.

· Handling escalation issues from both our clients and business partners, managing exposure related to pending transactions and/or breaks

· Engaging in projects/process improvements, and ensuring that all process controls and regulations are followed

· Worked closely with the firm's internal and external clients throughout the organization, including front office, sales, operational staff, technology, compliance, legal, project managers, and various business units.

• Delivered comprehensive account management services for top-tier clients while nurturing new business opportunities.
• Generated insightful reports to inform senior leadership of critical trends impacting key accounts'' profitability and growth potential.
• Promoted a collaborative work environment that encouraged creative problem-solving and open communication among team members.
• Developed customized account plans, effectively addressing each client''s unique needs and goals.

• Coordinated logistics for on-location shoots, including travel arrangements, permits, and scheduling.
• Streamlined post-production workflows, significantly reducing turnaround times on projects.
• Established a reputation for exceptional department service by consistently meeting or exceeding expectations on deliverables.
• Increased client satisfaction by delivering high-quality videos within tight deadlines.

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• Enhanced video production quality by implementing advanced editing techniques and utilizing state-of-the-art equipment.