JARED BLY
Massapequa,NY
Summary
Capital markets professional with 10+ years Experienced capital markets professional with a passion for enterprise data, investing, and relationship management. CFA Charterholder
Overview
10
10
years of professional experience
Work History
Vice President – International Equity Trading
J.P. Morgan Corporate and Investment Bank
12.2018 - Current
- Cover over 100 buy side, sell side, HFT, and hedge fund clients seeking ADR/ordinary liquidity solutions daily
- Provide daily memos re: macro, international equity, and single stock color tailored to client needs
- Build models (VBA/Excel) tracking dividends, foreign tax treaties, and pairs relationships to optimize P&L
- Assess positions daily re: dividends and corporate action idiosyncrasies as desk analytics lead (Bloomberg model)
- Expanded client desk coverage by 30% with buyside, internal risk, and settlements partners coordination
- Price and execute ADR/ordinary equity create and redeem orders to fill external mutual funds and SMAs
- Manage long/short portfolio across 1,200 ADR/ordinary share pairs generating $Xmm in annual trading P&L
- Monitor and approve position limits, FX exposures, and mark to market P&L with financial controllers daily
- Evaluate client axes and rebalance equity portfolio with regards to ADR benchmarks and UK stamp duty process
- Web scrape (HTML) EDGAR F6 data to collate ADR program filings and depositary bank fees/books closures
- Onboarded five new markets and dozens of ADR pairs via IPOs, institutional axes, and market spread trends
- Determine best ADR execution venue for block orders and report trades with over 99% accuracy (Fidessa)
- Oversee fails coordination with global settlements reducing breaks by 10% quarter over quarter 2H2022
- Key liaison with regulatory managers and tech implementing trade reporting controls (TRF, ORF, BATS Chi-X)
- Project lead for US tax reclaim outreach returning $Xmm to global ADR participants and asset managers
- Desk lead for T+1 solutions requiring coordination with internal and external global settlements.
Analyst & Associate – Depositary Receipts Conversion Execution Desk
07.2014 - 12.2018
- Expanded global conversion desk coverage by over 25% spanning buy side, sell side, and market making firms
- Partnered with operations to revise workflows and increase ADR conversion STP by 20% year over year in 2019
- Executed FX spot orders and oversaw settlement for over 1,000 orders generating $Xmm per annum
- Built issuer client analytics platform to predict revenues from corporate actions schedules as analytics lead.
Education
CFA Charterholder - B.A. Policy Studies|| B.A Political Science
Syracuse University: The Maxwell School
05.2014
Skills
- Technical Skill – Python (beginner), Bloomberg Terminal & API Excel modeling, Excel nested formulas VBA macros (advanced), HTML web scraping, SharePoint Designer, Fidessa, PowerPoint, Word, Access
Websites
Leadership Experience
- NYC Development School for Youth, 06/01/17, Present, Intern supervisor, Managing team deliverables and career development skills
- Innovations for Learning, 11/01/14, 06/01/18, Tutored elementary students weekly to assess literacy progress and develop improvement plans with teachers
- Syracuse University Club Hockey Team, 08/01/10, 05/01/14, ECRHA Scholar Athlete of the Year ‘14; Team Captain responsible for managing expenses and delegating duties
- Syracuse University Student Association, 10/01/12, 05/01/14, Composed itemized budgets covering $4,500 in organizational expenses for on and off campus events
- Sigma Alpha Mu Fraternity – Eta Chapter, 10/01/12, 05/01/14, Vice President ’12; Scholarship Chair ’13; marketed $1,000/month sponsorship as Monster Energy Ambassador
Hobbies and Interests
- Markets
- Trading
- Corporate Actions
- Modeling
- Enterprise Data
- Spanish
- Networking
Timeline
Vice President – International Equity Trading
J.P. Morgan Corporate and Investment Bank
12.2018 - Current
Analyst & Associate – Depositary Receipts Conversion Execution Desk
07.2014 - 12.2018
CFA Charterholder - B.A. Policy Studies|| B.A Political Science
Syracuse University: The Maxwell School
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