Summary
Overview
Work History
Education
Skills
Timeline
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Brandon Goyette

Boston,MA

Summary

Accomplished product leader and FinTech professional with over 20 years of experience in capital markets and IT transformation. Proven expertise in harnessing AI-driven analytics and machine learning to boost revenue and optimize operations. A recognized regulatory authority adept at leading cross-functional teams in the development of cutting-edge securities finance technology solutions while ensuring strict compliance. Committed to driving further innovation within the financial technology sector.

Overview

32
32
years of professional experience

Work History

Capital Markets Product Owner

Fidelity Information Services FIS
Boston, US
06.2012 - Current
  • Led a cross-functional team managing an industry-leading SaaS securities finance suite (inventory management, securities lending, collateral management, and FPL) with annual revenue of $86 million, and a budget of $23 million.
  • Proactively determined areas of market potential using established industry and client relationships.
  • Gathered detailed use cases and requirements through regular on-site visits, virtual meetings and customer advisory board sessions.
  • Integrated client requirements and regulatory needs into product roadmaps to fulfill organizational goals.
  • Led market expansion initiatives with the creation of three new products: fully paid lending, collateral management (bi-lateral and tri-party), and securities finance optimizer.
  • Provided subject matter expertise and led the implementation and coordination of multiple compliance measures, including Regulation SHO and 15c3-3, as they pertained to inventory and securities lending/short sale availability.
  • Developed a strategic vision by applying machine learning to optimize and automate securities finance (securities lending and repo) and collateral (bilateral bank loan and tri-party, E for E, and E for T).
  • Effectively communicate the product vision and strategy to senior management and clients to secure buy-in.
  • Clearly define the vision to the product, development, and CX teams to ensure all stakeholders are strategically aligned.

Senior Portfolio Manager, Managing Member

Delta Investment Group LLC
Boston, US
06.2003 - 05.2012
  • Led diverse arbitrage investment strategies focusing on minimizing market exposure.
  • Guided successful fixed-income arbitrage funds that consistently surpassed benchmark returns.
  • Created and implemented alpha-generating trading strategies, boosting portfolio performance.
  • Optimized strategy development processes by implementing algorithmic systems around four core processes: strategy identification, trade implementation, portfolio building, and risk management and monitoring.
  • Presented trading strategies and firm investment methodology to potential and existing investors, enhancing client understanding and trust.
  • Identified trading opportunities in collaboration with the team, adhering to firm's strategic risk and investment guidelines.
  • Identified potential risks associated with various investments and developed strategies to mitigate them.

Director Portfolio Management

Mariner Investment Group, LLC
New York, US
06.1996 - 06.2003
  • Managed a multi-strategy arbitrage portfolio, focusing on low market correlation and risk.
  • Led fixed-income arbitrage funds, consistently exceeding benchmarks with low-risk profiles.
  • Presented trading strategies and firm investment methodology to potential and existing investors, enhancing client understanding and trust.
  • Developed new trading strategies and drove system development to monitor and automate them, enhancing portfolio performance and operational efficiency.
  • Worked closely with the team to identify and execute trades, ensuring alignment with the firm’s risk management and investment goals.

Senior Business Analyst (Advisor/Consultant)

Deutsch Bank
New York, US
04.1998 - 08.2000

Proprietary fixed-income and FX OTC derivatives trading, portfolio, and risk management system.

Business Analyst

Goldman Sachs
New York, US
01.1993 - 01.1996

Global Risk management

Education

Bachelor of Science (B.S.) - Computer Science

Rensselaer Polytechnic Institute
Troy, NY

Master of Business Administration (M.B.A.) -

Rensselaer Polytechnic Institute
Troy, NY

Skills

  • Product Design Expertise
  • Roadmap development
  • Business Process Automation
  • Machine learning
  • Feature prioritization
  • Data-driven decision making
  • AI
  • SaaS Management
  • Cloud Computing
  • Capital markets
  • Securities finance
  • Collateral Management
  • Risk Management
  • Financial Regulation
  • Regulatory Compliance
  • Cross-functional collaboration
  • Stakeholder relationship management
  • Digital Transformation
  • Agile
  • JIRA
  • SQL
  • API Integration

Timeline

Capital Markets Product Owner

Fidelity Information Services FIS
06.2012 - Current

Senior Portfolio Manager, Managing Member

Delta Investment Group LLC
06.2003 - 05.2012

Senior Business Analyst (Advisor/Consultant)

Deutsch Bank
04.1998 - 08.2000

Director Portfolio Management

Mariner Investment Group, LLC
06.1996 - 06.2003

Business Analyst

Goldman Sachs
01.1993 - 01.1996

Bachelor of Science (B.S.) - Computer Science

Rensselaer Polytechnic Institute

Master of Business Administration (M.B.A.) -

Rensselaer Polytechnic Institute
Brandon Goyette