Daniel Mccoy Email & Phone Number

Raleigh, North Carolina, United States

• Led decision-making and account management for data solutions products for 80+ Hedge Funds, ensuring tailored solutions for distinct use cases
• Managed relationships with Hedge Funds managing assets from $200 million to $50 billion, curating solutions to meet their needs
• Utilized technical protocols for data delivery from cloud solutions, APIs, and proprietary software
• Collaborated with alpha and beta clients using agile methodologies to improve FactSet's bespoke solutions

Raleigh, North Carolina, United States

Re-located to CS's Raleigh office in November 2020. Same responsibilities as before.

New York, United States

- Product development lead for data initiative that aggregates and anonymizes hedge fund positioning data to provide insights on market risk, crowding and rotations across Sectors and Factors- Distribute tiered data product to potential and current clients in communicating intricacies of the offering- Vertically integrated solution provider that adjust.

New York, New York, United States

- Client Facing Risk Coverage i) Managing client market risk for Listed Derivatives, Prime Brokerage and Swap ii) Negotiating financing legal agreements including term arrangements iii) US Reg Margin Rule expert iv) Reducing Operational Risk v) Partner with various departments to drive change, deliver solutions, and servicing clients- Prime Brokerage.

New York, NY

- Chief Operating Officer Division - Covering: America's Prime Brokerage and Global Risk - Manages responsibilities of a COO function as well as involvement in strategic business plan implementation- Prioritize and collaborate with technology partners on implementing improvements to increase controls (operational & financial risk), improve client service.

New York, New York

Project Lead in Prime Brokerage Margin & Collateral Management Operations- Launched multiple, complex enhancements to product offering for Prime Brokerage clients- Implemented technology improvements and innovations for regulatory margin compliance, operational risk control, financial risk mitigation, enhanced automation and revenue optimization..

Raleigh, NC

Analyst in Prime Services Operations Margin Department

Charlotte, North Carolina Area

- Part of Summer Analyst Program- Worked in Operations department of the Wachovia Capital Markets Division

Bachelor Of Business Administration (B.B.A.), Accounting And Finance, 3.6

Education record