David Mircovic

Client Relationship Management

• Served as the primary relationship manager for 50+ clients, including Banks, Hedge Funds, Asset Managers, and Institutional Clients, overseeing transactional oversight and resolving complex issues with strategic solutions.
• Guided clients through all stages of the engagement lifecycle, from pitching new business and onboarding to pricing, balance sheet impact reviews, and ongoing relationship management.
• Conducted client meetings to assess needs, enhance relationships, communicate technology roadmaps, and review year-over-year performance.

Equity Swap Expertise

• Acted as a key subject matter expert, providing in-depth support on equity swap transactions, product structures, and market trends.
• Played a pivotal role in designing and building the equity swap platform in collaboration with IT and operations teams, delivering scalable, user-friendly solutions.
• Trained offshore teams on the equity swap product, fostering service consistency and product understanding.

Platform Development & Process Optimization

• Reviewed reporting outputs to ensure accuracy and alignment with client requirements, driving improvements in reporting processes.
• Identified and implemented workflow and technology solutions to alleviate manual processes, enhancing efficiency across teams.
• Standardized operational procedures and created best practices for account managers, optimizing client service delivery.

Cross-Functional Collaboration

• Acted as a cross-product escalation liaison, coordinating onboarding, system integrations, and issue resolution among internal teams.
• Facilitated communication between departments to uncover inefficiencies and implement systemic solutions.

• Contract Employee (Initial Role) February 1993 to February 1995
• Client Coverage Specialist February 1995 to May 2001
• Provided comprehensive support to hedge fund clientele, including trade settlement for international and domestic transactions, daily client interaction on trade breaks, cash, and position reconciliation, and profit and loss analysis.
• Co-covered, alongside a senior manager, one of the largest hedge fund launches at the time delivering exceptional service during a high-profile client onboarding.
• Began as a part-time temp employee, demonstrating initiative and skill that led to a full-time role and progression to client coverage responsibilities.