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