Michael Beth, CFA
Finance Professional
Jersey City,NJ
Summary
Results driven finance professional with a passion for capital markets; bringing 9+ years of experience in Trading, Market Structure, Business Development, Institutional Sales. Has a main goal to flourish in a challenging environment, while utilizing problem solving and critical thinking skills to exceed expectations of stakeholders.
Has demonstrated success implementing efficient execution strategies, creating new business initiatives from scratch, growing revenues, and building relationships with institutional clients. With a constant drive for success, looks to build a strong team and work to make workflows more efficient to support colleagues.
Seeking a new career opportunity to thrive in a new challenging and innovative position to further enhance competencies and be involved in the investment process. Dedicated to providing a direct impact on growth and success, while being an asset to the firm.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
8
8
Certificates
Work History
Director
WallachBeth Capital
Jersey City, NJ
04.2017 - Current
- Consulted with institutional clients on optimal trading and execution strategies for equities, derivatives, special situations, cultivating deep relationships and trust with new and existing clients; reducing implicit transaction costs for end clients and meeting their execution goals
- Managed execution for 100+ trades per day across for portfolio rebalances, cross asset pairs, derivatives, international and OTC equities; utilizing Bloomberg API and VBA creating efficiencies in organizing data for daily tasks
- Ran business development for new business initiatives (Futures, Prime Services, Outsourced Trading, SPACS), managing teams to build out workflows and increase revenues through development of new product lines
Vice President, Electronic Trading
WallachBeth Capital
New York, NY
02.2015 - 03.2017
- Increased desk’s revenue and customer base by servicing institutional clients with deep knowledge of algorithmic trading and market microstructure
- Customized execution strategies through consultation with clients and leveraging TCA to optimize performance
- Leveraged Excel and Bloomberg API to create custom liquidity reports and execution tools, increasing execution sophistication and enhancing internal capabilities when analyzing trades
- Designed and tested web based real-time analytics portal and pre-trade model named WB Ensemble, while managing 200+ FIX connection and implementing custom business rules to add value to client workflows
Analyst, Derivatives & Fixed Income Trading
WallachBeth Capital
New York, NY
04.2013 - 02.2015
- Solicited and executed fixed income orders for institutions specializing in Structured Products, Municipals, and Corporate debt increasing revenues for new business initiative at WallachBeth
- Brokered OTC Swaps and Derivatives between banks and developed processes for confirmations increasing client satisfaction
- Leveraged excel expertise and Bloomberg API knowledge to create advanced spreadsheets (Pairs Tracker, Vwap Calculator, Options Portolio PnL, TRS confirms, Exotic OTC confirms)
Sales/Onboarding/Support
OMEX Systems LLC
New York, NY
09.2012 - 04.2013
- Integrated system into new client work flow and trained customers on how to use front and back office products
- Engaged with clients daily, fielding over 50 calls/emails per day and working through issues, to help enhance product usability
- Created user guides and wrote release notes for updates, developing framework for future releases that was continually used
Education
Bachelor of Arts - Telecommunications
Indiana University Bloomington
Bloomington, IN 08.2008 - 05.2012
Skills
MS Office Suite
undefinedCertification
Chartered Financial Analyst® (CFA) Charterholder
Timeline
Chartered Financial Analyst® (CFA) Charterholder
08-2022
Series 4
11-2020
Series 24
03-2018
Bloomberg Market Concepts (BMC)
07-2017
Director
WallachBeth Capital
04.2017 - Current
Series 3
06-2016
Vice President, Electronic Trading
WallachBeth Capital
02.2015 - 03.2017
Series 57
07-2014
Series 63
06-2013
Series 7
05-2013
Analyst, Derivatives & Fixed Income Trading
WallachBeth Capital
04.2013 - 02.2015
Sales/Onboarding/Support
OMEX Systems LLC
09.2012 - 04.2013
Bachelor of Arts - Telecommunications
Indiana University Bloomington
08.2008 - 05.2012
Activities
Member, AIPAC (American Israel Public Affairs Committee); FIDF (Friends of the Israel Defense Forces)
Volunteer, Shalom Center (Homeless Shelter); Goldman Sachs CTW- Queens Public Library-Flushing Chapter
Participant, 2017 AIR BnB Brooklyn Half Marathon
Activities
Member, AIPAC (American Israel Public Affairs Committee); FIDF (Friends of the Israel Defense Forces)
Volunteer, Shalom Center (Homeless Shelter); Goldman Sachs CTW- Queens Public Library-Flushing Chapter
Participant, 2017 AIR BnB Brooklyn Half Marathon
Activities
Member, AIPAC (American Israel Public Affairs Committee); FIDF (Friends of the Israel Defense Forces)
Volunteer, Shalom Center (Homeless Shelter); Goldman Sachs CTW- Queens Public Library-Flushing Chapter
Participant, 2017 AIR BnB Brooklyn Half Marathon
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