
Motivated professional well-versed in building productive relationships, resolving complex issues and winning customer loyalty. Brings 14-year background maintaining customer satisfaction and contributing to company success. A decisive action-orientated manager who successfully takes complete ownership of the customer service function.
Expertise includes:
The Evaluator role for Sovereign and Corporate Bonds is responsible for providing timely and accurate, intra-day and end-of-day evaluations on US and Canadian dollar denominated positions. Sovereign and Corporate bond evaluations are used by banks, brokerage houses, mutual funds, insurance companies, and asset managers for client statements, research, risk analysis, and portfolio valuation.
· Determine the fair value for securities in the assigned portfolios
· Aggregate, assess and maintain trade data and market quotes that have a direct impact on evaluated prices
· Respond to price challenges with an explanation of detailed pricing methodology
· Maintain a network of market contacts in the corporate bond space
Recruiting and interviewing
Employee performance evaluations
Strategic planning
Project Management
Operations management
Coaching & Mentoring
Service Level Management
Certified Scrum Master
"Jyotsna has been a great asset to the Bond Desk team. She has demonstrated the rare ability to troubleshoot problems correctly, and I would trust her results. She is knowledgeable and is very professional when interacting with the client base."
-Betty Ruan, Valuation Support Specialist,
Thomson Reuters-New York
"Jyotsna has been very responsive, proactive, and overall helpful as Team Leader for Bond Desk. I have enjoyed the increased communication with her over the past year as this has helped to facilitate effectiveness and efficiency in responding to Service Request's."
-Evan Slepian, Senior Evaluator
Thomson Reuters-New York