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MIR Z.

ALI
Zohaib_08@yahoo.com
Cell: 214-392-2230

1500 Flowers Dr
Carrollton, TX 75007

EDUCATION
University of Texas at Dallas, Jindal School of Management
Bachelor in Finance and Accounting
Current Fast Track in MIS/IT & Management
EXPERIENCE
JP Morgan Clearing Corp.
Investment Bank Securities Operations Analyst
Involved in all aspects of Domestic Stock Borrow/Loan Operations including, but not limited to account openings, treasury
and collateral movements, borrow/loan returns, marks processing, corporate actions and system reconciliation between DTC
and Loanet.
In direct contact with JP Morgan Stock Loan trading desk to ensure timely receive and deliver of stock borrow/loan.
Coordinate daily settlements with Brooklyn and Delaware office in excess of $5 Billion dollars.
Manage inflow and outflow cash payments for securities settlement charges and option premiums between JPMCC and DTC
including ensuring fund is correctly received or delivered in timely manner.
Investigate and resolve JPMCC's accounts cash breaks with DTC and reconcile daily average cash balance of $1 billion
between DTC and KAFD.
Facilitate JPMCC ADR conversion process in ensuring settlement time for ADR cancellation and issuance.
Offer fund investigation service for multiple internal functions such as margin, P&S and retain robust relationship with
external institutional clients.
Able to perform all functions of R&D department such as receive desk, SPO/PPO, Tri-party and option reconciliation.
Microsoft
May 2013 - July 2013
Resolve Escalations Engineer - Temp. Contractor
Part of Microsoft Resolve team handling post-purchase customer issues on a Tier III and last line of defense level.
Required to open, work through, and resolve the customer issues through cases with new Microsoft products and services.
UTD School of Management Investment Corp. - Portfolio Manager Benjamin k. Friedman

January 2013 - May 2013

JP Morgan Chase & Co.


June 2012 August 2012
Corporate Operations Summer Analyst Intern
Worked as part of J.P. Morgans Treasury & Securities Services in Commercial Paper Operations Issuing and Paying Agent
daily providing core processing & settlements, trade support, cash reconciliation, client service and reporting.
Created a testing script on clients in the secondary cash move for the transition from manual to the new automated wire
transfer system.
Developed system procedures, call log guidelines and intern business guide to benefit future interns and analysts on boarding.
Winner of Project of the Month in June and raised $5000 for Boys & Girls Club funded by JP Morgan.
Fidelity Investments
June 2011 December 2011
Business Analyst - Fund Accounting Intern
Worked as part of the Fidelity Pricing and Cash Management Services (FPCMS) business unit providing accounting and
pricing services to all fidelity retail and institutional products, including books and records maintenance securities pricing.
Calculated, analyzed and reported NAVs & yields, share reconciliations, expense accruals and trades reported daily.
Resolved and elevated potential fund risks.
Suleman & Wylie, LLP
January 2011 June 2011
CPA Accounting Intern
Assisted in preparation of tax returns and financial statements for 78 clients.
Input data in Tax forms such as 940, 941, 944, 1099, W-2 and W-3s and assisted in mailing them to the IRS.
Assisted with preparing reports based on billing statements, payroll, accounts receivables and payables.
SUMMARY OF QUALIFICATIONS/SKILLS

MS Excel Macro, Invest One, Enterprise, Smart Stream Reconciliations, Lean/Kaizen Process, Bloomberg, Program Debt Reporting
and DTC, Peachtree & QuickBooks Software, Financial Modeling, Data Modeling, Data Mining, SQL, Securities Settlements

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