Overview
Work History
Education
Timeline
Generic

Paul Buczynski

Farmingdale,NJ

Overview

26
26
years of professional experience

Work History

Director

Clear Street
New York, NY
09.2022 - Current
  • Client Service Relationship Manager for hedge funds, facing off with C-level decision makers, PM's, traders, and Director of Operations
  • Daily contact on all interrelated disciplines of prime brokerage: finance, risk, margin, stock lending, and corporate actions
  • Provide ongoing input for product development of the Fintech platform related to hedge funds
  • Built a net revenue tool across the business to identify top clients, balances, trends, and profitability
  • Developed a commission analysis tool
  • Cross sold the firm in the areas of derivatives, stock loan, trading capabilities, and repo
  • Client onboarding by integrating hedge funds to the Clear Street portal via connectivity for margin, trading, corporate actions, FTP, reporting, and stock loan

Finance

Constellation, part of IQ-EQ, Crestline Summit
New York, NY
10.2019 - 08.2022
  • Develop cost savings and create interest earning opportunities by partnering with banks across stock loan, ISDA, and other areas of the financial spectrum with annualized savings of 12bps on $1.3b AUM
  • Proactively review margin and financing for accuracy and work with banks to adjust accordingly
  • Retooled internal margin model process to launch new hedge fund product
  • Evaluate financing set-ups and rate cards to optimize and harmonize across banks
  • Review all margin and collateral setups and methodologies to reduce margin and work flows
  • Improved middle office processes, trade breaks, and position reconciliations and was able to bring back in house from an outsourced provider resulting in cost savings
  • Collaborate with third parties to improve interfaces for margin and financing opportunities
  • Expanded the platform capabilities in swaps for international trading and quant

Professional, Prime Brokerage Client Services

Morgan Stanley & Co.
New York, NY
11.2005 - 05.2019
  • Involved in all facets of Prime Brokerage, servicing over 50 top tier multi-million dollar global hedge funds, pensions, and endowments
  • Managed client relationships that generated over $40 million in revenues for the firm
  • Responsible for daily operational aspects by overseeing trade clearing and settlement, financing, house margin, corporate actions, and accounting
  • Instrumental in identifying cross selling opportunities within the firm with capital introductions, swaps, stock loan, FX, and execution desks
  • Implemented business plans to enhance client/firm relationships and presented consistent updates to senior firm management
  • Served as the primary point of contact with all client organizational levels including operations, trading, COO and CFO to insure timely resolution of all inquiries and issues
  • Independently responsible for creating efficiencies and reducing risk for firm and clients significantly increasing revenues for both by negotiating financing rates and margin haircuts on a daily basis
  • Selected by management to pilot several new technology platforms, specifically cyber security enhancements for the firm's online wires and corporate actions
  • Specialized in European and Asian markets as a key support member of the Global Coverage Model

Associate, Prime Brokerage Client Services

Bear Stearns
Brooklyn, NY
04.2003 - 10.2005

Financial Consultant and Investment Associate

Merrill Lynch
Red Bank, NJ
10.1999 - 01.2003

Assistant Broker

CIBC Oppenheimer
New York, NY
04.1998 - 09.1999

Education

Bachelor of Science - Economics

Florida State University
Tallahassee, FL

Timeline

Director

Clear Street
09.2022 - Current

Finance

Constellation, part of IQ-EQ, Crestline Summit
10.2019 - 08.2022

Professional, Prime Brokerage Client Services

Morgan Stanley & Co.
11.2005 - 05.2019

Associate, Prime Brokerage Client Services

Bear Stearns
04.2003 - 10.2005

Financial Consultant and Investment Associate

Merrill Lynch
10.1999 - 01.2003

Assistant Broker

CIBC Oppenheimer
04.1998 - 09.1999

Bachelor of Science - Economics

Florida State University
Paul Buczynski