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Courtney Crain

Courtney Crain

FADP Analyst - Equities Derivatives Group Financial Control

J.P. Morgan

FADP Analyst - Equities Exotics Derivatives Group Financial Control at J.P. Morgan

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J.P. Morgan

FADP Analyst - Equities Derivatives Group Financial Control

Contribute to regulatory reporting and monthly/quarterly/annual P&L reporting. Coordinated various projects and initiatives across the entire business. Worked to develop an in-depth understanding of securities and derivatives products. Maintain a working relationship and comfort liaising with business and risk managers and grow the ability to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups. Critically work to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems with strong analytic skills. Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies to ensure the integritity of the balance sheet and monthly P&L.

Career medium 02
Career
Career medium 03

J.P. Morgan

FADP Analyst in EMEA Global Emerging Markets Financial Control

• Support 15+ product controllers in the EMEA regions in reconciling derivatives, dual currency bonds, futures, bonds, and funding using 10+ systems while continually adding more responsibility to our expansive role
• Involved in testing and onboarding new systems and features to the fixed income space
• Integral in the month-end close and quarter end reporting processes contributing to the final earnings statement released monthly/quarterly including GLRS (General Ledger Reconciliation and Substantiation) and RWA/DVA Reporting
• Own >2000 accounts for GLRS Certification monthly

Career

JP Morgan Chase

Investment Bank F&BM Public Finance Product Control Intern

• As a Summer Intern in the Finance Corporate Development Program (CDP) I was challenged to derive, plan and execute an end of summer presentation regarding a complex financial securitization process for 20+ business leaders from various locations. I presented developed, refined and presented this to executives at the end of my summer internship.
• Completely automated a fully working tracker for a securitized product my group worked with daily using VBA, advanced Excel functions and meetings with a team external to our job function.
• Initiated and executed an intern shadowing program within the Financial Analyst (FADP) and CDP programs.
• Attended and engaged with 10+ coordinated program “Senior Speaker” events with executives in the company as well as took advantage of many optional “roundtable” and “Lunch and Learn” sessions with various other senior leaders in the corporation.

Career medium 03
Career
Career medium 04

University of Delaware Residence Life

Resident Assistant

• Engaged students to take leadership roles on campus as well as in our floor community through the utilization of many contacts and programs available to motivated students in the residence life program.
• Engaged in various training sessions including advanced skills such as suicide training as well as softer skills such as ‘Cross-Cultural Communication’ in addition to our yearly 12 day full-time training program.
• Served as a mentor and advisor for 90+ first year students during my first two years and currently for another 20+ upperclassmen. I utilized my organizational and public speaking skills to create and present hall programs to educate residents about critical issues while developing mediation and conflict resolution skills.
• Enforced University policy and assumed additional staff leadership positions as needed, such as mentoring new Resident Assistants and heading the efforts for the Freshman end of year gala.

Career

Ameriprise Financial

Finance and Marketing Intern

• Prepared financial documents such as summary letters for client meetings,
• Coordinated multiple events at Celebrity Kitchens and The Brandywine Art Museum for 40+ guests each.
• Updated and monitored client data using Morningstar Advisor Workstation and Ameriprise Financial Planning software.
• Created hypothetical portfolio allocations and projections.
• Designed and implemented a pilot program on behalf of the new company compliance standards.

Career medium 06
Career
Career medium 06

ING DIRECT

Customer Operations Projects and Development Intern

• Gathered information and background on all operations-related projects being worked on and compiled them into a concise project ‘RoadMap’ used by all teams through Microsoft Project.
• Completed extensive process maps in Microsoft Visio and more detailed procedure sheets for multiple managed by the operations projects and development team, for training purposes to increase efficiency and awareness for future team members.
• Took the initiative to reach out to others in the company to shadow various departments including Legal, Finance, Marketing, Sales and ShareBuilder as well as completing several online seminars on everything from compliance to ACH processes to broaden my understanding of the company.
• Completed initial Six Sigma Green Belt training course, achieving of the two top scores in a class of normal full time associates.
• Planned, coordinated and executed a complete Intern project.

Career

WSFS Bank

Summer Teller I

• Recognized as the only teller in the program to acquire Mortgage and Investment referrals as a summer teller and helped work toward a branch goal of 24 referrals in a month.

Career medium 06
Career

University of Delaware - Lerner College of Business and Economics

Bachelor of Science (BS), Finance, General