Julie Lim
VP-Capital Markets Operations Interest Rates Manager at WSFS Bank | Wayne, Pennsylvania, United States
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Julie Lim is a highly accomplished professional with over 25 years of experience in capital markets trading and operations, currently serving as the Vice President and Interest Rates Manager for Capital Markets Operations at WSFS Bank. In her pivotal role, Julie leads the interest rate derivatives (IRD) operations, overseeing a comprehensive workflow that encompasses client and trade onboarding, swap-loan reconciliation, exposure reporting, and collateral management. Her extensive expertise in interest rate swaps and derivatives positions her as a key player in navigating the complexities of fixed income markets.
One of Julie's significant achievements at WSFS Bank includes the successful merger of the BMT IRD business into the existing WSFS workflow. This integration not only streamlined operations but also enhanced efficiency across the board. Julie designed innovative workflows and tools to facilitate the transition from Libor-based contracts to SOFR, meticulously assessing the resulting basis risk to ensure compliance and mitigate potential financial exposure.
Her role requires a keen understanding of risk management and data analysis, as she is responsible for maintaining accurate general ledger and customer account entries while fostering effective communication between the sales team and clients. Julie's leadership skills are instrumental in driving her team towards operational excellence, ensuring that all IRD-specific workflows are executed seamlessly. With a strong focus on business solutions and efficiency, Julie Lim continues to make significant contributions to the capital markets landscape, positioning WSFS Bank for future growth and success in an ever-evolving financial environment.
VP-Capital Markets Operations Interest Rates Manager at WSFS Bank in January 2022 to Present
Capital Markets Operations Interest Rates Manager at Bryn Mawr Trust in October 2017 to January 2022
Trading Professional at Magnetar Capital in April 2008 to January 2010
VP-Algorithmic Customer Flow Desk at Goldman Sachs in January 2006 to January 2008
VP-Statistical Arbitrage Desk at Goldman Sachs in January 2004 to January 2006
VP-Automated NASDAQ Market Making Desk at Goldman Sachs in January 2002 to January 2004
Option Trader at Hull Trading in January 1996 to January 2000
Assistant Trader at Swiss Bank in January 1994 to January 1996
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Indiana University Bloomington, Bachelor of Science (BS), July 1990 to July 1994
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Front Office Support
Business Process Automation
Analytic Problem Solving
Microsoft Power BI
Middle Office Operations
Interest Rate Swaps
Account Reconciliation
Electronic Trading
Process Implementation
Trading Systems
Equities
Trading
Derivatives
Hedge Funds
Equity Trading
Options
Equity Derivatives
Fixed Income
Futures Trading
Project Planning
Data Analysis
Index Options
Team Leadership
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Google Docs
Constant Contact
Newsletters
Bloomberg
Portfolio Management
Capital Markets
Business Development
Email Newsletter Design
Requirements Gathering
Process Improvement Projects
Risk Management
Business Solutions
Trading Solutions
Process Automation
Cross-Functional Leadership
Opportunity Identification
Algorithm Development
VBA
SQL
Trading Strategies
Time Management
Metrics Monitoring
Goal Setting
Efficiency
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Discover more about WSFS BankWhat is Julie Lim email address?
Email Julie Lim at [email protected] and [email protected]. This email is the most updated Julie Lim's email found in 2026.
What is Julie Lim phone number?
Julie Lim phone number is 917-655-1699.
How to contact Julie Lim?
To contact Julie Lim send an email to [email protected] or [email protected]. If you want to call Julie Lim try calling on 917-655-1699. (updated on August 25, 2024)
What company does Julie Lim work for?
Julie Lim works for WSFS Bank
What is Julie Lim's role at WSFS Bank?
Julie Lim is VP-Capital Markets Operations Interest Rates Manager
What industry does Julie Lim work in?
Julie Lim works in the Banking industry.
Julie Lim Email Addresses
Julie Lim Phone Numbers
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