# Elad M

Elad M is a remote worker on Himalayas, Securities Settlement Sr. Officer at Citibank, based in Portugal.

Source: https://himalayas.app/@eladm

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

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | Portugal |
| Authorized to work in | Portugal |
| Salary expectations | 40k+ EUR |
| Job categories | Settlement Officer, Corporate Actions Officer, Relationship Manager |
| Skills | Securities Settlement, Trade Execution, STP Automation, Trade Reconciliation, Liquidity Management, Credit Limit Management, Swift, Corporate Actions, Asset Servicing, Cross Border Securities Operations, KYC, AML, UHNW Client Onboarding, Custody, Regulatory Compliance |
| LinkedIn | https://linkedin.com/in/em166 |

## About

```text
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

### Securities Settlement Sr. Officer

Citibank. Jan 2020 - Jun 2026

```text
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.
```

Skills: STP-Automation, Trade-Settlement, Credit-Limits, Liquidity-Management, Fail-Resolution, Buy-In-Risk-Management, DVP-RVP, DF-RF, CSD-Reconciliation, TASE, Swift, SSI-Protocols, PSET-Routing, MT54x-Series, KYC, AML, Reg-W, International-Payments-and-Cross-Border-Transfers, DTCC, ADR, CREST, Team-Mentorship, Client-Onboarding

### Corporate Actions & Asset Servicing Officer

Citibank. Nov 2018 - Jan 2020

```text
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.
```

Skills: 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

```text
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.
```

Skills: UHNW-Onboarding, KYC, CRM, Business-Development, Lead-Generation, Cold-Calling, Portfolio-Support, Alternative-Investments, Hedge-Funds, REITS, Private-Equity

## Education

### Harvard Business School

Alternative Investments Course, Alternative Investments. 2021 - 2021

```text
Completed an Alternative Investments Course at Harvard Business School in 2021.
```

### Ono Academic College

Bachelor of Arts, Business Administration and Capital Markets. 2016 - 2018

```text
Earned a Bachelor of Arts in Business Administration and Capital Markets from Ono Academic College from 2016 to 2018.
```

## Tech stack

- Swift

To contact Elad, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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