Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Telmo Marques

Warsaw

Summary

Hardworking and versatile worker, with 7Y of experience on Controller based role across different companies. Passionate about finance and investing with desire to learn more and take on new challenges.

Overview

7
7
years of professional experience

Work History

Senior Associate - Product Controller

JPMorgan Chase
01.2023 - Current
  • Operational efficiency - identify areas for improvement and using data intelligence tools to automate several processes - VBA, Alteryx flow construction for Consolidated P&L Reports, Tableau, Power BI and SQL
  • Leading migration of Delta One processes from London to Warsaw, providing daily training and supervision throughout all transition while maintaining high-quality task execution.
  • Consistently maintained strong relationships with stake holders: Front Office, MO, External Reporting in order to ensure and improve our quality of reporting done on business as usual, Month End and Quarter End Reporting.
  • Developed effective training materials and 1to1 shadow training for new hires within Product Control function, ensuring strong understanding of key responsibilities and expectations from day one.
  • Focus on adjustment reduction (Actuals and Explains) by analyzing chronicle internal systems problems and work with quantitative research and Front Office to tackle them and fix it.

Associate - Product Controller - D1, CB and Corp

JPMorgan Chase
09.2021 - 01.2023
  • Diligently produce and articulate Daily/Monthly P&L for Equities Products, encompassing Futures, Swaps, Options, and Convertibles.
  • Extended knowledge about MSCI and European indexes
  • Conduct Month-to-Date reconciliations with Financial Ledger, ensuring accuracy and alignment with organizational standards.
  • Thrive in dynamic environments, adept at effectively prioritizing tasks to meet deadlines and deliverables.
  • Generate daily Risk reports for various business functions, consistently interpreting and analyzing Risk and P&L reconciliations to provide actionable insights to the Front Office.

Product Controller

Bnp Paribas Corporate & Investment Banking
08.2017 - 07.2021
  • Proficient in P&L production for a diverse range of products including Delta One products and various commodities such as Ags, Base Metals, Oils, Precious Metals, and Bullion.
  • Expertise in generating accurate P&L explanations utilizing Middle Office tools, with a keen ability to offer insightful commentary to Front Office stakeholders.
  • Demonstrated capability in rectifying and validating new trades, identifying erroneous market impacts, and making necessary amendments to bookings on Cancel/Amend forums.
  • Cultivates strong relationships with Trade Support, Front Office, and Back Office teams to ensure the delivery of high-quality P&L reports.
  • Proactively develops and implements new reports for Front Office and other stakeholders with speed and effectiveness as required.

Education

Specialist in Finance - Finance

Faculdade De Economia Do Porto
Porto
08.2017

Bachelor of Science - Economics

Faculdade De Economia Do Porto
Porto
07.2016

Skills

  • Training and mentoring
  • Team Leadership
  • Finance
  • Decision-Making
  • Issue Resolution
  • Performance monitoring

Additional Information

Languages: Portuguese (native), English (proficient), Spanish (medium)

IT: Excel (Advanced), VBA (Medium), Alteryx (Basic), Power BI (Basic), SQL (Basic) Tableau (Basic)

Specific MO tools software for the job

Timeline

Senior Associate - Product Controller

JPMorgan Chase
01.2023 - Current

Associate - Product Controller - D1, CB and Corp

JPMorgan Chase
09.2021 - 01.2023

Product Controller

Bnp Paribas Corporate & Investment Banking
08.2017 - 07.2021

Specialist in Finance - Finance

Faculdade De Economia Do Porto

Bachelor of Science - Economics

Faculdade De Economia Do Porto

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Telmo Marques