Charles McLellan

New York City,NY

Summary

Professional with expertise in portfolio management and trading with proven track record of driving investment strategies through skillful execution and operational precision. Adept at collaborating with cross-functional teams to deliver consistent results and adapt to new and evolving markets. Skilled in risk assessment, financial analysis, and strategic planning, with reputation for reliability and flexibility.

Overview

years of professional experience

Work History

Associate Portfolio Manager

Bitwise Asset Management

New York, NY

04.2025 - Current

Support the management of a suite of 7 spot crypto ETFs with ~$5B in total AUM
Execute daily primary market activity, including cash creations/redemptions and in-kind transactions with authorized participants (APs) and institutional clients
Co-manage option income funds, executing options rolls and maintaining portfolio positions
Partner with product development teams to design new investment products, advising on portfolio construction, liquidity, and trading mechanics
Manage relationships with authorized participants, market makers, and exchanges to support efficient fund operations and liquidity
Monitor primary and secondary market trading activity, delivering insights and reporting to senior management
Build and automate operational infrastructure to support a growing product suite, improving efficiency and scalability
Contribute to scaling portfolio management workflows as the team and platform expand

Senior Associate ETF Trading

BNY Mellon Capital Markets

New York City, NY

10.2022 - Current

Execute ETF trades across various asset classes in both the primary and secondary markets
Manage a book of fixed income instruments used for creating and redeeming
Calculate, monitor, and trade hedges for principal book using US Treasuries and rates ETFs
Produce daily commentary and weekly market updates on behalf of the ETF desk that are distributed across the trading division as well as to over 150 clients
Analyze historical flow and build dashboards for sales to determine patterns and irregularities in client trading

Internal Audit Global Markets FICC Engineering Analyst

Goldman Sachs

New York City, NY

06.2021 - 10.2022

Conduct code assessments of Marquee product, assess risks, develop scopes and objectives, define work plans, and organize meetings with stakeholders.
Perform ad-hoc projects to increase pod efficiency by automating repetitive tasks with python

Education

Bachelor of Science - Quantitative Finance

Stevens Institute of Technology

Hoboken, NJ

05-2022

Skills

Programming: Python, R, SQL, VBA, Java, Kdb/Q (basic)
Certifications: SIE, Series 7, Series 57, Series 63, NFA Swaps Proficiency Exam

Investment strategy
Equity/Equity options trading

Timeline