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Elad M

@eladm

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Securities settlement officer at Citibank who supported 150k daily trades at 98% STP.

Portugal

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At Citibank, I engineered securities settlement enhancements and migrated legacy workflows to automated fintech solutions, accommodating a fourfold increase in peak trade volumes while maintaining a 98% STP rate. I also managed credit limits and liquidity positions, and resolved trade mismatches to mitigate buy-ins and regulatory penalties.

Earlier at Citibank, I managed corporate actions and asset servicing for TASE-quoted securities. At Harel Insurance & Finance, I supported UHNW client onboarding, lead generation, and portfolio operations for alternative investments.

Experience

Work history, roles, and key accomplishments

Securities Settlement Sr. Officer

Citibank

Jan 2020 - Jun 2026 (6 years 5 months)

Engineered strategic STP enhancements and migrated legacy workflows to automated fintech solutions, accommodating a 4x capacity surge in peak trade volumes while maintaining a 98% STP rate. Managed client credit limits, TOD positions, and liquidity gaps, and resolved trade mismatches to eliminate regulatory penalties.

Corporate Actions & Asset Servicing Officer

Citibank

Nov 2018 - Jan 2020 (1 year 2 months)

Directed mandatory and voluntary corporate actions for TASE-quoted securities, including dividends, bond redemptions, rights allocations, tender offers, and proxy meetings. Validated cross-border withholding tax requirements and managed stock dividend market claims to ensure flat balance sheet integrity.

Corporate Actions Asset Servicing TASE Dividend Bond Redemption Analysis Rights Allocations Tendering Proxy Tax Optimization Withholding Tax Master Data Management Client Advisory

Assistant Relationship Manager for UHNW Individuals

Harel Insurance & Finance

May 2016 - Nov 2018 (2 years 6 months)

Served as primary liaison for prospective Accredited and Corporate Investors, managing KYC compliance, documentation, and CRM setup for alternative funds. Directed high-volume engagement and cold-calling campaigns to expand the capital-raising pipeline.