Stephen Christie
About Stephen Christie
Stephen Christie is the IMS Middle Office Bank Debt Supervisor at SEI in New York, responsible for managing and coordinating various trade-related activities and settlements.
Current Position at SEI
Stephen Christie holds the title of IMS Middle Office Bank Debt Supervisor at SEI, based in New York, New York. His role encompasses a broad range of responsibilities, including booking secondary and third-party bank debt trades using systems such as Geneva, ClearPar, and TDMS. He ensures the allocation of trades on T+1, prepares and reviews various trade-related documents, and coordinates settlement information between counterparties, legal counsel, clients, and agent banks. His responsibilities also extend to managing and documenting all trade status updates for reporting and performing various types of reconciliations.
Previous Role at JPMorgan Chase & Co.
Prior to his current position, Stephen worked at JPMorgan Chase & Co. as a Trade Support Specialist from 2014 to 2016. This role was based at the company's location on 500 Stanton Christiana Road, Newark, Delaware. During his tenure, he supported trade activities, helped in resolving trade discrepancies, and interacted with various clients and trading counterparties to ensure seamless operations and settlements.
Educational Background
Stephen Christie pursued his undergraduate education at Cabrini College, where he studied Business Administration. He earned his Bachelor of Science degree over a two-year period from 2011 to 2013. His academic foundation in business administration has equipped him with the necessary skills and knowledge pertinent to his roles in the finance industry.
Process Development at SEI Investments
At SEI Investments, Stephen developed a process specifically for Middle Office services related to Settlements. His job involves monitoring platforms like Intralinks and LendAmend for any amendments or restructures, assisting in the implementation of new clients and funds, and working closely with Fund Accounting to understand client portfolios. Stephen also handles the review and processing of trade-related activities, including setting up new funds, custody accounts, and prime brokers, and managing trade matching and trade break resolution.
Trade and Collateral Management
Stephen is proficient in managing trade and collateral documentation to ensure accurate and timely reporting of activities. This includes reviewing cash balances for settlement availability, coordinating FX transactions on foreign loan trades, and collecting and managing pricing from third-party vendors and broker quotes. Additionally, Stephen reviews trade and collateral documentation, assists accounting teams with daily and monthly trade discrepancies, and communicates with internal or client teams to resolve open issues.