Barry Lowe
Pittsford,USA
Summary
Results-driven professional with extensive experience at Orchestrade and KWA Analytics, achieving over 100% growth and cultivating robust client relationships. Expertise in capital markets and process improvement enables effective problem-solving and successful initiative leadership. Proven ability to collaborate with teams to enhance operational efficiency. Seeking to leverage skills in a challenging role that promotes continued growth and innovation.
Overview
27
27
years of professional experience
Work History
Director Market Specialists
Orchestrade
New York, New York
02.2023 - Current
- Demonstrated Orchestrade’s capabilities across the Banking, Buy Side, Energy and Metals markets across the globe, with a primary focus of North America
- Working directly with the sales executive structured demonstrations and documentation to highlight how Orchestrade’s STP functionality enriches and streamlines their operational processes with a focus on exception management
- Demonstrated Orchestrade’s market risk capabilities, compliance, position and PnL attribution to front office team members
- Supported the PreSales resources across the globe, providing necessary support to the group for demo preparation, training and supporting them on calls
- Lead several initiatives with product to build out Orchestrade’s functionality across capital markets, energy and metals to support client engagements
SVP Capital Markets
KWA Analytics
New York, New York
02.2022 - 02.2023
- Drive US presence in the Capital Markets space by attending and speaking at Capital Market events
- Lead business development efforts from initial client contact through to signature and provide account management activities after closure
- Provide guidance across several client engagements acting as SME on market practices
- Successfully closed new clients in 2022 exceeding quota and generating in excess of 100% growth in KWA’s US Beacon practice for 2023
Market Specialist
Orchestrade
New York, New York
07.2018 - 01.2022
- Created and presented PreSales demo scripts for prospective clients for the Americas and Europe
- Prospective clients covered Global Macro Funds, Asset Managers, Sell Side Banks, European Power & Gas Utilities and Emissions trading firms
- Provided functional design enhancements for product road map and during the sales process
- Supported Sales & Marketing teams on product placement and competitor analysis
- Lead junior resources in their understanding of client use cases and the industry landscape
- Supported several large strategic clients post sales as the project lead and account manager during Covid
Client Services Consultant / Senior Client Services Consultant / Manager / Director PreSales
OpenLink Financial
New York, New York
10.2006 - 07.2018
- Created and managed PreSales demo scripts for NY City sales team, demoing the software to new and existing clients
- Lead developers through the design and build of customized scripts to meet demo/client requirements while maintaining the objective of usability for the future, creating standardized reusable content
- Designed, tested and supported treasury management, physical and financial commodity trading on OpenLink’s Findur/Endur ETRM solution for small regional and top-tier global banks on projects lasting for up to 2+ years
- Lead client reconciliation between internal platforms i.e
- Risk applications and front end trading tools to Endur’s proprietary valuation models
- Solved production issues by pulling together development and production support teams in a timely fashion to reduce downstream and monetary impacts
- Established and maintained strong client relationships by actively working together with the client to achieve the best possible solution and outcome that satisfies their needs
Settlements Officer / Confirmations– Credit Derivatives
Toronto Dominion Securities
Toronto, Canada
01.2004 - 12.2006
- Created, populated and maintained a table to capture the confirmation details of all executed Credit Default Swaps during migration to Calypso, approximately 200,000 data points
- This involved highlighting confirmation errors and initiating resolution with the counterparty
- Automated the process of colleagues’ desks using Excel and VBA to generate GL entries, SWIFT wires, email confirmations for external parties and internal settlement reports, resulting in a time saving of 20 minutes to several hours depending on daily workload
- Assisted management in the creation of new procedures to deal with new Trading Books and system implementations, most notably Calypso
Trading Assistant – Oil Desk / Energy Processing Analyst – European Electricity
EDF (Electricity de France) Trading Ltd
London, England
01.2002 - 12.2004
- Created a stochastic model to forecast DOE stock levels, used by traders to position and trade on the back of DOE weekly stats
- Continually implemented and updated Excel sheets for adhoc analysis
- Executed futures/swaps transactions via brokers
- Marked daily price curve for calculation of EDFT exposures, calculating daily profit/loss along with the investigation and resolution of extraordinary movements in the VAR
- Managed payments to suppliers for fuel oil delivered to our parent power plants in France
- Communicated status of issues promptly with the traders, schedulers and back-office staff to meet generation submission deadlines to the European electricity grids
- Created and maintained analytical spreadsheets of historical data relating to pricing, weather, demand and plant usage
Funds Administrator
The New Zealand Apple and Pear Marketing Board
Wellington, New Zealand
01.1998 - 12.2000
- Created and implemented new risk management reports to provide an improved understanding of the Board’s cash, debt and currency positions
- Initiated the use of Mark to Market reporting
- Maintained positive commercial relationships with accredited bankers and fostered the free flow of market information and new product details for assessment by the Board of Directors
- Controlled and balanced the boards NZD and foreign currency requirements on a daily, weekly and yearly basis and managed the issuance of NZD promissory notes and the creation of documentation for USD draw down facility
Education
Securities Institute Certificate - Derivatives
Securities Institute
England01.2003
Bachelor of Commerce with Honors - Economics
University Of Otago
Dunedin, New Zealand01.1998
Skills
- Relationship building
- Collaborative Team Development
- Problem-Solving Skills
- Staff development
- Industry knowledge
- Process improvement
Timeline
Director Market Specialists
Orchestrade
02.2023 - Current
SVP Capital Markets
KWA Analytics
02.2022 - 02.2023
Market Specialist
Orchestrade
07.2018 - 01.2022
Client Services Consultant / Senior Client Services Consultant / Manager / Director PreSales
OpenLink Financial
10.2006 - 07.2018
Settlements Officer / Confirmations– Credit Derivatives
Toronto Dominion Securities
01.2004 - 12.2006
Trading Assistant – Oil Desk / Energy Processing Analyst – European Electricity
EDF (Electricity de France) Trading Ltd
01.2002 - 12.2004
Funds Administrator
The New Zealand Apple and Pear Marketing Board
01.1998 - 12.2000
Securities Institute Certificate - Derivatives
Securities Institute
Bachelor of Commerce with Honors - Economics
University Of Otago
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