Brad Visokey

Brad Visokey Email and Phone Number

Asset Management | Fixed Income Trading | Portfolio Management | Sustainability | Environmental, Social & Governance (ESG) Investing | Impact Finance | Risk Management | Business Strategy | Project Management @ Bondway.ai
Brad Visokey's Location
Glen Rock, New Jersey, United States, United States
Brad Visokey's Contact Details

Brad Visokey personal email

n/a
About Brad Visokey

Capital markets expert with a strong track record in asset management and financial services as well as management experience. Across my career I built a reputation as someone with the ability to develop strategic partnerships across teams and with strong communication skills regarding technical topics, processes, and modeling, highlighting value add and the ability to influence stakeholders across businesses. I have long had a passion for ESG investing, Sustainable Finance, and climate issues including a Master of Science degree from the Columbia University Earth Institute in Sustainability Management. My studies include a focus on ESG/Sustainable investing, public policy and environmental law, water and environmental management, environmental science, and economics of climate change within the framework of United Nations Sustainable Development Goals.Key Strengths include:ASSET MANAGEMENT Managed an investment grade credit $1B portfolio utilizing market-making experience and bottom-up fundamental research. Built a risk-management and trading infrastructure using Excel modelling, collaborating with multiple internal counterparties, with a focus on factor management, benchmarking, performance metrics, and generation of efficient Return on Capital.QUANTITATIVE METRICS AND ANALYTICS  Demonstrated consistent project management skills with attention to detail, working with data science teams in evaluation of quantitative analysis into their credit presence, marrying quantitative and fundamental strategies in credit. Worked on behavioral science evaluation in our process resulting in better measurement of tendencies as traders and improving performance by reducing errors that bias can cause in investment decisions.CUSTOMER ENGAGEMENT Possess excellent writing skills, able to communicate technical concepts to highlight business value to clients and developing relationships. Demonstrated strong communications skills and public speaking ability with existing investors marketing performance and generating interest from new investors resulting in ~$200M of new assets in to manage.RISK MANAGEMENT Collaborate with rates, currency, asset-backed securities, as well and proprietary trading desks, to mitigate firmwide risks and execute profitable trades as a conduit for moving volatile risk in and out of the firm. Conducted research in academic and professional settings on ESG factors in portfolio construction with a focus on financial models to manage risk by building systematic resilience.

Brad Visokey's Current Company Details
Bondway.ai

Bondway.Ai

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Asset Management | Fixed Income Trading | Portfolio Management | Sustainability | Environmental, Social & Governance (ESG) Investing | Impact Finance | Risk Management | Business Strategy | Project Management
Brad Visokey Work Experience Details
  • Bondway.Ai
    Head Of Business Development
    Bondway.Ai Feb 2024 - Present
    New York, Us
    Head of Business Development for Bondway.ai, a revolutionary, AI-powered software focused on providing bond market professionals unparalleled market insights, enhanced performance, and significant time savings.https://bondway.ai/
  • Onex Credit
    Principal - Investment Grade Credit Trading
    Onex Credit Mar 2022 - Nov 2023
    Englewood Cliffs, New Jersey, Us
  • Bank Of America Merrill Lynch
    Senior Vice President - Esg Program Manager
    Bank Of America Merrill Lynch Jun 2019 - Mar 2022
    Charlotte, Nc, Us
     Responsible for conducting enhanced due diligence on clients/transactions with heightened environmental and social risk as well as ownership of internal and external Environmental & Social Risk Management policies. Responsible for engagement with public policy team on climate and environment as well as coordination with ESG Insights/Analysis team. Credit trader responsible for trading and managing firm credit exposure and interest rate risk to Financials, Insurance, Real Estate Investment Trusts and Autos across corporate bonds, credit derivatives. Provided liquidity and executed transactions for investor clients across multiple securities and derivative products.  Collaborated with portfolio trading team to enhance client relationships through ETF arbitrage and portfolio trades for client liquidity provision and risk management. Collaborated with debt capital markets team in the financing of new debt for investment banking clients including innovative new securities for Environmental Social Governance and Sustainable asset management.
  • Weiss Multi-Strategy Advisers Llc
    Senior Vice President - Portfolio Manager
    Weiss Multi-Strategy Advisers Llc Jul 2017 - Jun 2019
    New York, Ny, Us
     Managed the U.S. Investment Grade and Crossover Credit portfolio. Responsible for hiring and leadership of team of research analysts/traders managing a ~$1B gross asset portfolio across all sectors utilizing corporate bonds, CDS, ETFs and equity options. Evaluated green bond investments and the inclusion of Environmental Social Governance factors and credit ratings into fixed income portfolio construction. Utilized multiple data sources to perform fundamental credit analysis on corporate balance sheets and business strategy for the purpose of portfolio construction and strategic direction development. Collaborated with Chief Investment Officer and Data Science team to conduct quantitative analysis in order to integrate credit portfolio with firm’s multi strategy equity platform in management of fundamental and technical factor exposures. Collaborated with financing team to design improvements in funding terms for fund’s cash positions with prime brokerage counterparts. Collaborated with investor relations to contribute to presentation and communication of firm’s investment philosophy and investment management strategies.
  • Global Credit Advisers, Llc
    Portfolio Manager
    Global Credit Advisers, Llc May 2016 - Jun 2017
    New York, Ny, Us
     Managed the U.S. Investment Grade and Crossover Credit portfolio encompassing ~$150M of fund’s $1B in assets under management across multiple sectors including Financials, Consumer, Telecom/Media/Technology and Healthcare utilizing cash, derivative and equity instruments. Collaborated with marketing team and internal stakeholders in presentation and communication of industry trends and firm’s macroeconomic views and investment strategies for existing external partners and new investor engagement.
  • Bluecrest Capital Management
    Portfolio Manager
    Bluecrest Capital Management Apr 2015 - Apr 2016
    Victoria, England, Gb
     Managed ~$300M U.S. Investment Grade Credit portfolio responsible for investing across multiple asset classes utilizing corporate bonds, derivatives, equities, rates, and currencies.  Performed fundamental credit research analysis on corporate capital structure and corporate strategy as well as technical analysis for risk assessment and portfolio construction.
  • Barclays
    Director - Credit Trading
    Barclays Sep 2012 - Mar 2015
    London, Gb
     Credit trader responsible for executing transactions and managing risk in Investment Grade and XO corporate bond and credit derivatives across multiple sectors over tenure including Financial Services, Energy, Retail/Consumer, Airlines/ Leisure. Worked in collaboration with market research team to perform credit risk analysis including communication and publication of credit trading ideas, economic views, and portfolio positioning recommendations to clients. Collaborated with information technology, sales and business strategy on project management including development of solutions to enhance the bank’s electronic trading platform for credit derivatives. Responsible for consulting with investment banker and capital market teams in providing analytical support in underwriting, pricing and distribution of new debt securities. Collaborated with Chief Operating Officer to develop risk management frameworks and transactions best practices for compliance with new financial service regulations environment under Volcker and Basel III regimes.
  • Deutsche Bank
    Director - Credit Trading
    Deutsche Bank Jun 2004 - Sep 2012
    Frankfurt Am Main, Hessen, De
     Credit trader responsible trading and risk management of corporate bonds, credit derivatives, equities, preferred stock, and bank capital instruments. Managed desk exposure to Financials/Insurance sectors during Financial Crisis and served as Bank’s primary point of flow for all corporate financials exposures. Over eight-year tenure traded and managed risk for multiple sectors across Investment Grade, Leveraged Finance and Private Equity generating over $300M in revenues.  Collaborated in partnership with desk research team in fundamental credit research and written communication of credit trading and market strategy presentations for client base. Worked in collaboration with capital markets and syndication teams in assisting in due diligence and market analysis for corporate banking clients in the financing of projects through issuance of new high yield and investment grade debt and other capital markets transactions. Collaborated in hiring, coaching, and mentorship of team of traders covering Financials/Insurance sectors across fixed income products.
  • Rbs Greenwich Capital
    Analyst
    Rbs Greenwich Capital Sep 1998 - Aug 2002
    Gogarburn, Gb
     Trading assistant/controller for global rates proprietary trading desk, assisting team of twelve traders to value and monitor positions and assist in portfolio rebalancing. Modelled desk risk exposures across interest rates, credit spreads and currencies for multi-asset trading positions in sovereign debt, corporate debt, interest rate and credit derivatives, and currency swaps. Responsible for accounting, cash flow reconciliation and profit/loss generation reporting to individual traders and for preparation for senior management to collaborate across divisions.  Evaluated desk operational risks and policies in coordination with industry standards in development of best practices for compliance and risk management processes.

Brad Visokey Skills

Fixed Income Trading Derivatives Capital Markets Hedge Funds Investment Banking Portfolio Management Risk Management Credit Banking Credit Derivatives Financial Analysis

Brad Visokey Education Details

  • Georgetown University
    Georgetown University
    General
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance And Financial Management Services
  • Columbia University
    Columbia University
    Sustainability Studies

Frequently Asked Questions about Brad Visokey

What company does Brad Visokey work for?

Brad Visokey works for Bondway.ai

What is Brad Visokey's role at the current company?

Brad Visokey's current role is Asset Management | Fixed Income Trading | Portfolio Management | Sustainability | Environmental, Social & Governance (ESG) Investing | Impact Finance | Risk Management | Business Strategy | Project Management.

What is Brad Visokey's email address?

Brad Visokey's email address is brad.visokey@db.com

What schools did Brad Visokey attend?

Brad Visokey attended Georgetown University, Nyu Stern School Of Business, Columbia University.

What skills is Brad Visokey known for?

Brad Visokey has skills like Fixed Income, Trading, Derivatives, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Risk Management, Credit, Banking, Credit Derivatives, Financial Analysis.

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