Sam Zedan

Background

About Sam Zedan

Finance professional with experience supporting portfolio managers and providing solutions for better decision making.Developed LO Manager factor based time series attribution analysis for ex-post alpha.Enhanced monthly portfolio attribution analysis for total fund reporting.Successfully led a project to fully automate derivative trade instructions from Bloomberg AIM to custodian bank. Products include cleared swaps, otc options, and total return swaps.Onboarded new process and controls for a new strategy that trades synthetic equities/CFD. Includes broker matching, daily reconciliations, monitoring cash and corporate actions.Redeveloped otc trade lifecycle event monitoring and settlement.Enhancing Collateral Management best practice, forecasting, reporting, optimization, and the implementation of new OTC margin rules.Developed with Custodian daily FCM reconciliations to monitor balances, total equity, and collateral excess/deficit.Responsible for maintaining custodian standing instructions and SLA.Specialties: Power BI/Data Visualization, Bloomberg, FactSet, SQL, VISIO, management presentations, training, and project management.