John-Paul Bruneau, Cfa Email & Phone Number

Jupiter, Fl, Us

Lead the Treasury and Portfolio Finance functions within a market neutral equity hedge fund strategy combining deep fundamental research with a systematic approach to portfolio construction. Built teams capability from the ground up scripting all policies and procedures, onboarding vendors and negotiating all counterparty documentation. Designed the group to deliver upon its three mandates of mitigating our capital footprint, maximizing the portfolio carry and minimizing margin requirements.

Boston, Ma, Us

Managed hedge fund relationships on the Fidelity Prime Brokerage platform and was charged with growing market share, owning all customer interactions with the business unit and driving P&L. Utilized analysis and market insights to direct pricing and allocation of hard to borrow securities and guide customers in the execution of hedging strategies. Delivered portfolio margin solutions, managed operational workflow, and generated revenue while driving customer satisfaction. Drove the creation of new and disruptive technology to improve products, services and processes, that streamline workflows and created operational efficiencies. Partnered with sales to articulate Prime Services’ value proposition and support business development efforts Highlights have included:-Lead highest producing team in Prime Brokerage -Managed largest individual production number in the capital markets-Drove the concept and innovation of disruptive technologies-7 time Presidents Circle of Excellence award winner

Boston, Ma, Us

I was the 7th person to join the newly formed Fidelity Prime Services being launched as a proof of concept. A key contributor in building the business from ground up, creating a service model that provided a single point of contact for portfolio managers, CFOs, COOs, traders and operations specialists. I was a strategic relationship manager for the largest book of hedge fund clients on the Prime Brokerage platform, delivering operational oversight, margin lending, risk mitigation and securities finance solutions to enable market share growth and customer penetration.

Boston, Ma, Us

Used a high-touch, consultative approach to address the hedging and liquidity needs for high-net-worth individuals and institutional clients across all distribution channels. I provided customized solutions to help protect and monetize large, overly concentrated single stock positions and ensure alignment with clients’ financial objectives. Achievements included:-Growing revenue over 300% within 2 years as part of 2-person sales team.-Establishing new relationships with firm principals, providing education on structured equity product capabilities to expand distribution channels, engage new prospects and drive sales. -Building a competitive pricing model for the structured equity sales desk, participating in acquisition of 2 new counterparties to increase access to proprietary products and improve customer pricing.-Acting as subject matter expert, presenting product overviews and providing training at retail broker conferences.

Boston, Ma, Us

I was selected to participate in an 18-month rotational program designed to foster a broad understanding of the capital markets, including equity, fixed income and peripheral lines of business. I acquired derivative product and fixed income operational expertise while enhancing sales and customer service skills. Successes included: -Assisted in the development of the Institutional Execution Quality product offering and online VWAP application, creating web-based architecture that enabled real-time access to trade execution data and trader performance.-Gaining brokerage operations experience by performing trade reconciliations for fixed income sales and trading desk.

Economics

Education record