Contact: joseph.dobrzynski@gmail.com … A senior level, hands-on executive who spearheads financial technology solutions and performance improvement initiatives that span trading, investment operations, and portfolio maintenance. Worked collaboratively with other business functions to build internal processes that met the needs of portfolio managers and clients. Adept at assessing and implementing operational best practices that reduce cost, shorten processing times and avoid failing trade penalties. Expertise in regulatory and compliance issues with global regulators. A strong negotiator with vendors and an effective relationship manager with clients, brokers, custodians, traders, and portfolio managers. An exceptional data/analytics background that delivers effective visual representations. Managed a 24-hour/6-day global trading desk across developed, emerging markets, and frontier markets.An executive who explores the understanding, framing, and solution of problems in marketing, operations, finance, management of information technology, human resources, and accounting in order to develop and execute analytics projects within businesses.Global Equity & FX Trading | Quantitative Analytics & Modeling | Portfolio Implementation | Investment Operations | Custody Operations | Securities Accounting | Regulatory & Operational Audits | Compliance | Financial Technologies | Relationship Management | Business Analyst | Personnel Management
-
TraderChanning Capital ManagementChicago, Il, Us -
Director Of InvestmentsWells, Roselieb & Raia Wealth Management, Llc Jun 2023 - PresentOak Brook, Illinois, UsOverseeing the investment aspects of the organization, including asset allocation model maintenance and enhancement. Responsible for ensuring the smooth function of daily operations, having constant interactions with the advisors, optimizing systems and processes, and providing strategic guidance to improve efficiency.• Maintain WRR’s proprietary Asset Allocation Model; make suggestions for enhancements as necessary.• Make decisions on asset allocation, selection of external managers, and risk management across portfolios.• Develop and communicate investment strategy and policies within the firm• Develop and implement operational strategies, policies and procedures to optimize efficiencies• Oversee daily operations, ensuring compliance with industry best practices• Provide strong leadership and guidance to operation teams, adopting a collaborative environment.• Oversee trade execution for trades across asset classes (i.e. ETFs, equities, bonds, structured products, etc)• Partner with senior executives -
Director Of Trading And OperationsMckinley Capital Management, Llc May 2007 - Sep 2022Direct the firm’s U.S. and international trading function and operations as well as trading technology, the research framework and trading costs. Assist the CIO and portfolio team with portfolio implementation and new product structure. Work closely with quant analysts on portfolio construction models. Assist the CEO in implementation of business strategies, plans and procedures.• Conduct, monitor and supervise all trading functions. Oversee daily middle-office and back-office operations, including trade notification, portfolio reconciliation and account services.• Implemented global transaction cost analysis platform and created custom reports to visualize data and adjust trading strategies by traders and timing by the portfolio team, resulting in significant reduction of trading costs.• Manage commissions at micro and overall level. Efficiently use CSA & soft-dollar arrangements to achieve research targets while staying committed to best execution.• Partner with Compliance and Legal departments regularly to ensure improvement of policies and procedures according to regulatory developments. Represent the company in front of national regulators. Develop trading related reports and analysis based on client requests.
-
Head Of International Trading And OperationsWilliam Blair & Co Sep 1996 - Dec 2006Chicago, Il, UsHead of International Equity Trading (2003 to 1/2007)• Executed all trading functions in order to achieve best execution: assessed market risks, determined best market for trades, entered orders, etc. Analyzed trading history, portfolio objectives and instruction for every trade.• Maximized efficiency in trade allocation and settlement, ensuring all internal policies were followed. Successfully completed automation of the back office by incorporating electronic straight-through-processing.• Developed long term objectives including selection of new order management system, evaluation of alternative trading systems, and improved processes for portfolio transitions.Quantitative Analyst (1998 to 2003)• Developed and maintained quantitative models with lead portfolio manager: Earnings Trend and Valuation Models.• Created quantitative market and economic analysis presentations for the investment management department.Portfolio Associate (9/1996 to 1998)• Created and maintained research lists and databases.• Created orders for entry into the order management system and managed client exceptions. -
Portfolio AccountingStein Roe & Farnham Jan 1995 - Sep 1996o Produced daily NAV for mutual funds as assigned. Worked with the International Fund for the duration which included trade notification and entry, recording subscriptions and redemptions and other general ledger entries.o Kept open communication with custodians, trade brokers and internal trading desk for errors other than initial trade entry.
Joseph Dobrzynski Education Details
-
Georgia Institute Of TechnologyBusiness Analytics -
Quinlan School Of Business, Loyola University ChicagoFinance And Derivatives
-
Loyola University ChicagoAccounting
Frequently Asked Questions about Joseph Dobrzynski
What company does Joseph Dobrzynski work for?
Joseph Dobrzynski works for Channing Capital Management
What is Joseph Dobrzynski's role at the current company?
Joseph Dobrzynski's current role is Trader.
What schools did Joseph Dobrzynski attend?
Joseph Dobrzynski attended Georgia Institute Of Technology, Quinlan School Of Business, Loyola University Chicago, Loyola University Chicago.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial