Jonathan Birnbaum Email & Phone Number

New York, NY, US

New York, NY, US

OpenYield is the bond market powering retail, making it easy for broker-dealers, advisors and asset managers to offer attractive bond investing solutions to their clients. With no minimums, 100% firm quotes and an aggressive pricing schedule tailored to small orders, OpenYield is transforming the bond trading experience. For more information on OpenYield.

New York, US

New York, US

• Domain Money raised 33M and launched a unique investment platform for retail that natively combined crypto and equity investing, across both self-directed and managed strategies.
• Architected platform money flows and processes across three core partners for banking and trading. Managed cold start to launch within an accelerated 6 month time frame.
• Drove business development under regulatory constraints and shaped roadmap for investment product offerings
• Stood up and directly managed operations, investment management, and compliance
• Developed business intelligence and operating metrics providing detailed insights into customer behavior
• Acted as CFO managing cash position, working capital and expenses, and key role in raising equity and venture debt

San Francisco, California, US

Head of rapidly growing crypto platform for SoFi Invest, a retail investment platform that encompasses an active brokerage, roboadvisor, and crypto product. Responsible for setting the long-term roadmap of the business, managing performance and execution of key initiatives, including strategic partnerships and investments. Driving a significant expansion.

Westport, Connecticut, US

• Head of fixed income trading execution at Bridgwater Associates, the world's largest hedge fund with $160B AUM.
• Led a team of 13 traders responsible for daily implementation, oversight, and improvement of the fixed income trading execution strategy across global markets NA, EUR, and Asia
• Developed improvements to proprietary systematic trading logic, reducing transaction costs
• Drove the vision towards electrification and automation in fixed income, via internal roadmap projects and shaping solutions via partnerships with counterparties and fintechs
• Managed and developed junior talent, co-headed department recruitment, and leader in principled cultureUpon leaving I was bound to a 2 year non-compete.

Crumbs: Explored several app concepts using credit card transaction data: a social app to share where you eat/drink/shop with friends, a web plug-in to overlay friend transactions on e-commerce sites, and a chatbot to monitor and predict personal spending. None were pursued past private beta stages.Vistia: Worked on a disruptive financial technology.

New York, NY, US

• Optimized allocation of capital, risk, and expenses across the ~$1B+ revenue US Credit Trading business.
• Spearheaded the development of ‘Saleslink’ – an internal front office tool to enable a data-driven workflow between sales and trading globally. System streamlined execution by algorithmically matching buyers and.
• Monitored market structure and led strategy for products and platforms attacking liquidity problems in bond market.

New York, NY, US

• Trader on the Emerging Markets desk in Fixed Income
• Non$ Bonds: Built business to trade a portfolio of corporate bonds denominated in Brazilian Reais and Mexican Pesos. Created pricing model, hedging strategy, and booking infrastructure. Became the top market maker on.
• Brazil Sovereign: Flow trader for the Brazil sovereign cash book. Built trading system to identify statistically significant relative value trends and monitor cash CDS basis, in realtime.
• ETFs: Developed a method to price EM debt ETFs, and set up the internal mechanism to execute creation and redemption trades of the bond portfolios vs. the shares. Facilitated portfolio rebalance trades, client.
• Electronic Trading: grew the e-trading business for the desk globally by managing IT projects to improve platform and workflow.
• Recruitment: Led program for team recruitment and training over 7 years, and co-headed division-wide MIT recruitment for 5 years. Notable Projects:

New York, NY, US

• Co-managed the EM structured notes franchise:
• Responsible for daily oversight of risk and P&L in cross-asset structured book, trading a breadth of products to hedge, eg currencies, rates, credit
• Priced custom note inquiries and drove issuance process to print and hedge notes, coordinating between colleagues in structuring, sales, treasury, legal, and operations.
• Provided liquidity for structured notes in LATAM currencies, over voice and electronic channels.
• Substantially improved pricing efficiency of notes.

New York, NY, US

Emerging Markets Credit Desk, Fixed IncomeSupported traders to manage risk and P&L for CDS, index, and bonds.

NEW YORK, NY, US

Cofounder of angel syndicate focused on investing in seed-stage startups, emphasizing fintech and marketplaces. Learn more at bellsventures.com

New York, NY, US

FX Options and Emerging Markets

New York, NY, US

During my winter break Junior year, I gained exposure to 1 month of M&A Banking at the most junior level.

Washington, DC, US

Database Engineer

B.S., Electrical Engineering And Computer Science (6-2)

B.S., Management Science - Finance Concentration

Master Of Business Administration (M.B.A.)

High School