Looking to pivot to Rev Ops from an IB Derivatives Ops role. Any advice?
Hi all, would like to get some career advice and tips. Currently working as a Derivatives Ops in a global financial firm and interested to pivot to RevOps.
The BAU of my current role consists of:
- Executing high volumes of high value trades across APAC market, ensuring data accuracy and operational reliability for high-value trades in time-sensitive environments
- Reconciling breaks by identifying, analyzing, and resolving exceptions and minimizing downstream reporting risks
- Navigate and learn how to use multiple proprietary and non proprietary systems (I feel this shows adaptability and fast learning?)
What I have personally achieved in the role on top of my BAU:
- Design a macro for trade reconciling (though it is a relatively simple macro), not too sure on the hours/manpower it has saved as before this a simple xlookup would also suffice. What I do know is that it has been helpful to some of my teammates. Currently learning alteryx from my teammate but yet to do anything with it.
- Worked with multiple teams to decommissioned a legacy process by identifying the problem statement of each team and suggesting a more efficient method
- This was a team effort but there was a high value trade for a high value client that was at risk of failing (they mentioned they will stop trading with us if it fails). My other teammate helped on the operational side while i was constantly in contact with the client to manage their expectations. In the end the trade was successful and the client was very pleased and they still continue to trade with us
- Japan market is known to be extra sensitive and resistant to change, however I managed to convince them that this new method of trade economics confirmation would be more efficient and time saving and they were onboard with it
- Led a mailbox migration for my team, acting as the key point for any issue escalation to be brought up to the project team and having regular meetings with them for any possible enhancements
- Understand in depth the End-to-End of the trade lifecycle from Bookings to Confirmations to Settlements to Post Settlements in not only the Derivatives field but also FX field.
I do plan on brushing up on CRM tools and building more familiarity with workflow automation programs. What else would you suggest for me to do to make myself more appealing to recruiters?
I don't have a degree in Business/Finance/Analytics too, I'm from a International Relations major with a minor in Economics.