Brian Melching
Trade Support - Associate Director
Nashville,TN
Summary
Accomplished Trade Support Analyst at UBS Investment Bank, adept in financial analysis and MS Excel, enhanced regulatory reporting, leading to a significant reduction in misreporting. Demonstrated expertise in resolving complex trade issues, fostering team collaboration, and driving operational efficiency. Proven ability to manage risk and improve settlement accuracy across diverse markets.
Overview
8
8
years of professional experience
Work History
Trade Support - Associate Director
UBS Investment Bank
01.2018 - Current
- Supporting daily trading activities on the desk, working directly with Traders and Trading Managers.
- Monitor, analyze, and process transactions via numerous proprietary and vendor systems.
- Manage complex operational and settlement issues.
- Facilitate the accurate and timely settlement of securities transactions across domestic and international markets.
- Master the complexities of many products as well as gain a solid understanding of the business model and infrastructure as well as mitigate the risks related to the trade life cycle.
- Created a metrics/Dashboard which highlights the firm's regulatory reporting statistics on a weekly basis (i.e. FINRA – Trace Reporting). Used by all desks and Senior Management as part of an effort to drive down Miss-reporting.
- Identify issues relating to Static data and STP failures and the resolution.
- Prepare same day PnL estimates and resolve variances between desk estimates and finance numbers.
- Ensure risk is accurate across the board.
- Act as the escalation point for issues relating to primarily Commercial Paper, Investment Grade, High Yield, Emerging Markets LATAM, $25 Preferred Shares, and ETF Trading Desks.
- Interact daily with the back office, counterparties, traders, corresponding banks, immediate supervisors, and the finance desk.
- Managed complex trade reconciliations involving multiple parties, ensuring accurate representation of transactions in internal systems.
- Collaborated with other departments, such as compliance and finance, for a cohesive approach to trade support activities.
- Participated in cross-functional teams to implement improvements across various aspects of the trading cycle.
- Maintained detailed records of all trade activities for audit purposes, promoting transparency and accountability within the team.
- Enhanced collaboration between teams through clear communication channels during critical moments in the trading process.
- Team Lead responsible for the team's welfare, training, and development while also evaluating potential candidates
through hiring process.
Assistant Manager
Republic Finance
05.2016 - 12.2017
- Evaluated loan applications, performed risk analysis and underwriting, made credit decisions by approving and denying loans based of risk analysis.
- Responsible for all aspects of past due account adjustments, including repayment of delinquent accounts, overcoming
objections, and finding alternatives to delinquency. - Managed all charge off accounts including working closely with Lawyers to generate demand letters and establish
payment plans for clients filing bankruptcy. - Generated monthly, quarterly, yearly reports for production: loan amount, new money, and insurance sales.
- Compiled database of loan applicants credit histories, corporate financial statements, and other financial information.
- Maintained strict confidentiality of bank records and client information.
- Managed the complete loan process, including prospecting and qualifying new clients, closing loans, and maintaining
client relationships after closing. - Managed and encouraged team members to produce high quality loans to achieve objectives establish by corporate
office. - Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
Education
Bachelor of Science - Finance
Tennessee Technological University
Cookeville, TN05.2016
Skills
- Financial analysis
- Bloomberg
- Expert in MS Office Suite
- Detail-oriented
- Quantitative skills
- Team Leadership
- Adaptability
- Problem-solving abilities
- Trade Lifecycle Management
- Time Management
- Excellent Communication
- Fixed Income Trading
Timeline
Trade Support - Associate Director
UBS Investment Bank
01.2018 - Current
Assistant Manager
Republic Finance
05.2016 - 12.2017
Bachelor of Science - Finance
Tennessee Technological University
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