2.26 Sample Recent MBA Grad in Banking PDF

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YASSIN

 KAZOUR,  MBA   E:  [email protected]    |    T:  +1  (426)  869-­‐1607      


 
   
EXECUTIVE  SUMMARY  
 

An  operations  excellence  and  strategic  relationship  management  expert  with  7+  years  of  experience  in  the  
back  office  and  retail  sides  of  banking.  An  innovative  team  player  who  puts  ideas  into  action  by  leading  team  
members,  working  cross-­‐functionally,  and  focusing  on  the  bottom  line.  An  excellent  communicator  who  is  
fluent  in  English  and  Arabic  and  has  experience  working  with  institutional  investors  like  PIMCO,  the  Carlyle  
Group,  and  Bridgewater  Investments,  with  hedge  funds,  and  with  high  net  worth  individuals.  
 
FUNCTIONAL  EXPERTISE  
   

•  Strategic  Relationship  Management   •  Cross-­‐functional  Communications  


•  Process  Improvements   •  Motivating  and  Leading  Teams    
•  Risk  Management   •  Vendor  Management
 
 

FUNCTIONAL  EXPERTISE  DEMONSTRATED    


 

JP  MORGAN  CHASE  BANK                                                                                                              2010-­‐2017  


Vendor  Management  Manager—Capital  Markets  (2016-­‐2017)  
Hand-­‐picked  by  the  VP  of  Process  Improvement  to  lead  a  review  of  JP  Morgan  Chase  Capital  Markets’  
relationship  with  9000  data  and  software  vendors.    
•  Vendor  Management:  Hand-­‐picked  to  lead  a  review  of  8  divisions’  relationships  with  9000  data  and  
software  venders.  Identified  200  “material  relationships”  that  represented  80%  (~$2bn)  of  RBC  Capital  
Markets’  annual  vendor  spend  and  took  special  efforts  to  review  these  relationships  with  particular  scrutiny.  
After  reporting  findings  to  the  Senior  Leadership  Team  and  working  cross-­‐functionally  to  make  
recommendations  to  each  division,  Capital  Markets  realized  more  than  $2  million  in  annual  savings.    
•  Cross-­‐functional  Communications:  Liaised  with  the  VPs  of  8  internal  departments  and  their  staff  to  catalog  
and  review  their  relationships  with  existing  data  and  software  vendors  to  map  key  processes,  propose  cost-­‐
savings  solutions,  and  report  findings  to  the  Capital  Markets  Senior  Leadership  Team.  
•  Process  Improvements:  Following  the  review  of  Capital  Markets’  vendor  relationships,  innovated  an  
automated  vendor  management  tool  that  alerts  department  when  vendor  agreements  are  soon  to  auto-­‐
renew,  enabling  departments  to  use  these  renewal  events  as  opportunities  to  review,  change,  cancel,  or  
renegotiate  relationships  with  service  providers.  This  tool  was  presented  to  the  VP  of  Process  Improvements,  
implemented  in  coordination  with  the  Company’s  SAP  service  team,  and  is  still  in  use.  
 
Operations  Specialist,  Capital  Markets  Foreign  Exchange  Desk  (2012-­‐2016)  
Interfaced  with  FX  traders  and  counterparties  to  ensure  trade  accuracy  and  that  collateral  requirements  were  
met,  overseeing  thousands  of  trades  per  day  for  the  Toronto,  London,  and  New  York  prime  brokerage  desks.    
•  Strategic  Relationship  Management:  Successfully  managed  relationships  with  counterparts  at  institutional  
funds  like  PIMCO,  the  Carlyle  Group,  and  Bridgewater  Investments  and  with  smaller  hedge  funds,  ensuring  
that  a  book  of  500  clients  provided  Capital  Markets  with  adequate  collateral  to  execute  trades  requested.  
•  Risk  Management:  Worked  with  the  Global  Link  system,  regularly  following  on  ~50  non-­‐matching  trades  per  
day  to  limit  the  Capital  Markets  FX  Group’s  exposure  to  operational  risk.  E.g.  discovered  a  trading  mistake  that  
resulted  in  an  erroneous  transfer  of  $200  million  to  a  client,  alerting  the  counterparty  to  the  mistake  and  re-­‐
capturing  the  capital  on  the  same  day,  saving  RBC  Capital  Markets  thousands  of  dollars.  Recognized  for  
Outstanding  Final  Performance  by  the  Bank  in  2010.    
 
Team  Lead  of  Account  Services,  Retail  Banking  Group  (2010-­‐2012)  
Led  the  customer  services  team  for  the  Royal  Bank  Plaza  retail  branch  of  JP  Morgan  Chase,  leading  a  team  of  8  
and  reporting  to  the  Branch  Manager.  Specialized  in  VIP  customer  service.    
•  Strategic  Relationship  Management:  Facilitated  ~50  transactions  per  day  for  VIP  customers  (those  with  
between  $1  million  and  $5  million),  advising  clients  on  investment  products  available  from  the  Bank,  
facilitating  international  transactions,  and  providing  excellent  customer  service.    
•  Motivating  and  Leading  Teams:  Led  daily  team  huddles,  motivating  the  customer  service  team,  coaching  the  
team  on  how  to  sell  new  products,  training  them  on  systems  changes,  and  recognizing  exemplary  
performance.  Nominated  for  the  Chase  Performance  Award  in  2007.    
 
Customer  Service  Representative,  Retail  Banking  Group  (2010)  
Provided  excellent  customer  service  to  retail  banking  clients  at  the  Royal  Bank  Plaza  retail  branch,  facilitating  
transactions  of  up  to  $100,000.      
•  Process  Improvement:  Created  a  performance  management  tool  that  recorded  the  selling  histories  of  all  
branch  customer  service  representatives,  enabling  the  Branch  Manager  to  review  the  performance  of  each  
representative  on  a  monthly  basis.  This  tool  is  still  used  today  by  the  Branch.    
 
EDUCATION  
 

Master  of  Business  Administration  (Global  Finance).  INSEAD  Business  School  (Paris,  France)  
 

BA  (Management  of  Information  Systems).  American  University  of  Science  and  Technology  (Beirut,  Lebanon)  
 

 
OTHER  RELEVANT  INFORMATION  
 

Languages:  English  (native),  Arabic  (native),  French  (conversational)  


Technical  Skills:  SAP,  Global  Link,  MS  Office  Suite  including  Excel  (master)  
Certifications:  CIFSC-­‐Canadian  Investment  Funds  Certified  

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