Daniel Frischman
Stamford
Summary
Treasury professional with 7+ years of experience in optimizing operations through data-driven automation. Proven track record in managing complex projects and executing daily processes efficiently. Adaptable in fast-paced environments with shifting priorities. Focused on leveraging analytical skills to enhance financial performance and drive success.
Overview
8
8
years of professional experience
Work History
VP - Collateral Management
Tudor Investment Corporation
Stamford
03.2018 - 06.2025
- Lead firm's collateral management transition from posting cash to posting securities
- Handled the firm's transition to the new UMR regulatory regime, and built a process for daily margin from scratch, saving the firm time and resources
- Managed Counterparty Credit Exposure process, ensuring accurate reporting for daily, monthly, and quarterly reviews by Credit Committee and Board of Directors.
- Developed reporting for margin, repos, and financing leveraging Python, SQL, and Tableau to enhance decision-making.
- Developed and maintained a Repo Analytics suite of reporting for distribution to Portfolio Managers and Executives
- Improved daily routines for Middle Office, Operations, and Treasury through Process Automation
- Created a Treasury Stress process that is now distributed across the C-suite daily
- Executed daily margin calls with brokers, utilizing margin replication engines for verification and accuracy.
- Ran cash usage data for each PM and prepared reporting for Capital Allocation
Fixed Income Fall Analyst
Jefferies LLC
New York
09.2017 - 12.2017
- Analyzed trends in company fixed income trading data with Python to inform decision-making
- Queried and sorted fixed income trading data using SQL to enhance data accessibility
- Visualized various data from the fixed income division using Microsoft Power BI
- Tested various data management systems to improve team reporting processes
Education
Master of Science - Financial Engineering
Stevens Institute of Technology
Hoboken, NJ06-2025
Bachelor of Science - Engineering Management
Stevens Institute of Technology
Hoboken, NJ05-2015
Skills
- Collateral management
- Credit risk assessment
- Regulatory compliance
- Repo transaction handling
- Fixed income settlement
- Value at risk analysis
- Financial modeling
- Data analysis with SQL
- Excel and VBA proficiency
- Tableau visualization
- Statistical programming
- Machine learning expertise
- Bloomberg proficiency
- Predictive modeling techniques
- Python and R coding
Availability
Available Immediately
Citizenship
U.S. Citizen
Timeline
VP - Collateral Management
Tudor Investment Corporation
03.2018 - 06.2025
Fixed Income Fall Analyst
Jefferies LLC
09.2017 - 12.2017
Master of Science - Financial Engineering
Stevens Institute of Technology
Bachelor of Science - Engineering Management
Stevens Institute of Technology