Aaron O'Brien Email and Phone Number

As a result of the acquisition of Jefferies Wealth Management London by UBP in 2020

Responsible for execution of agency trades across multiple securities. Such as Fixed Income, ETF’s, Cash Equities, Spot and Forward FX, Equity/Index Options, Structured Products, CLO’s, Hedge Funds, Mutual FundsMain point of contact and primary daily liaison for Family Offices, UHNW Individuals, Fund Managers, Corporates and Trusts.Review discretionary client investment portfolios. Involved in the construction of client asset allocations. Assessed portfolio performance and client risk parameters.Coordinate book building and deal analysis for equity capital markets IPO and secondary syndicate deals.Responsible for making wire payments and other non-trade related deliveries and receipts such as stock transfers.Responsible for managing all elements of the trade lifecycle from entry, booking and settlement. Review prior days trading and ensure accurate capture in client accounts.Assist clients with all aspects of the Jefferies account opening process.

RDI Centre, Central Park, Leopardstown, Co. Dublin• Gained invaluable experience as to how organisations in the financial services industry operate.• Closely involved in the setup and running of an innovation challenge for the GRiTT (Global Risk & Treasury Technology) teams in New York and New Jersey.• Was responsible for analysing a project which aimed to transform the transaction management services for Merrill Lynch’s Professional Trading Services Group (PTSG) to support the International Prime Brokerage (IPB) business globally.• Developed a PHP program to allow users to access an externally hosted idea management platform, and to allow them to set up or modify user data as well as generating additional data from the various innovation challenges.