2018 Mid-Year Evaluation Form

Name: Bill Schwartz

Current Role & Responsibilities: Trading Revenue Analyst
Length of time in current role: 1 Year Length of time at JPM: 2 Years
Responsibilities:
 Perform Trading Revenue Processes in order to reconcile breaks in LE relationships.
 Partner with technology teams to implement new solutions.
 Work with Financial Control to understand new technology solutions.
Strengths:
 Drive Change
Identified areas that need improvement and worked with technology to improve efficiency and
effectiveness of processes. Implemented changes in monthly, quarterly, and yearly processes.

 Working with Colleagues

Able to clearly communicate ideals to the technology team in order to complete complex tools
that are now effective in the TR process. Strong team player.

 Multitask and Work Ethic

Often times switched between BAU and special projects in very time sensitive situations.
Willing to spend as much time as necessary to complete projects and tasks.
Opportunities:
 Leadership
Continue to become a leader in a team and begin to teach and delegate tasks. Become a team
lead or manager in my future space.

 Communication and Conviction

Take a strong stance and defend it. Work on cross functional team communication in future
role on the CCB BM Team.

 Improving Processes/Making Changes

Determine new ways to look at existing reports and processes.
Key Accomplishments
 Implemented UI Tool in TR Process
Developed a User Interface for consolidating data files, improving productivity for the Trading
Revenue Team by over 50% in the process and eliminating approximately 4 days of manual
work on a monthly basis. Worked through concept, testing, go-live, and alteration phases for
both projects in order to successfully see them to completion.

 Trained Financial Control on UI Tool

Organized a series of sessions to train 50 financial controllers to correctly navigate the new User
Interface and worked with the controllers on an individual basis to resolve any questions.
Worked with technology to make the tool more user friendly and easier to navigate.

 Enhanced the Variance Process

Implemented a Qlikview tool that saves the team over 8 hours in the monthly variance process
(more for quarterly and monthly) and allows for more in depth insight and analysis useful for
several different financial reports.

 Led Intern to Successful Complete Variance Process

Trained intern to successfully complete the variance process using the new Qlikview tool.
Shared all knowledge of tools with the rest of the team to allow them to complete the process.
  Maintained TR Float Thresholds
Investigated LE pairs with I/C break on a monthly basis. Managed internal thresholds to keep
each LE pair under 50M and overall YTD balance less than 10M. Coordinated with controllers to
give them a more in depth look into the specific trades that were causing breaks.

Name: Bill Schwartz

Current Role & Responsibilities: Card Technology Finance and Business Management Analyst
Length of time in current role: 3 Months Length of time at JPM: 2 Years 4 Months

Key Accomplishments
 TAM File – Hosty File
 Clarity Forecasting
 TAM Decks
 Resource Reports
 Headcount Walks
 WFM Scorecard