High touch FX execution for the firm's PB clients

• Idea Generation and Execution across most of Global Macro product universe. • By leveraging product experts in FX (cash/NDF/options), Equities (futures/options/single stocks/ETFs), Fixed Income (futures/options/cash bonds), and Commodities (futures/options) I can provide best execution across all asset classes.

• Hired to help build new institutional agency sales business in NYC using strong connections with both PMs and bank sales/trading as well as bringing credibility as former PM and risk manager that is rare in sales• Added value for PMs through improved liquidity/pricing, idea generation, and position management advisory

• Only Graham employee ever internally promoted to run standalone portfolio after strategy pitch to management• Ran tactical global macro strategy with sole responsibility for research, trade construction, risk management, and execution• Identified attractive market opportunities in developed and liquid emerging markets with attractive fundamentals, technicals, and positioning, an asymmetric profile, and presence of a catalyst• Portfolio typically consisted of 4-8 trades across FX (30%), Rates (30%), Equities (30%), and Commodities (10%), using the following products: futures, spot/forward/NDFs, ETFs, single name stocks and thematic baskets, equity index swaps, IRS, CDX, and vanilla/exotic options• AUM scaled from $10mio to $860mio in ~2 years on back of strong Sharpe ratio and low correlation to other strategies

• Analyzed positions, performance, and investment process for more than 50 discretionary strategies and shared observations and analysis with management• Advised PMs on sizing, performance analytics, and calibrating to Graham return/volatility targets and drawdown limits• Chaired the daily Risk Committee meeting with senior management in absence of the Chief Risk Officer• Screened and interviewed PM candidates including quantitative analysis of track records, systematic assessment of investment processes, and detailed written recommendations to management• Monitored internal risk processes to assure compliance to external regulations and the firm’s trading policies, and to assure accuracy of VaR, greeks, and stress test results across all traded instruments• Sole existing employee moved to London for new office launch where additional responsibilities included acting as a liaison for GCM policy, culture, and resources, and member of GCM Compliance Committee

• Operated trading system signal generation infrastructure and executed FX/futures trades for systematic strategies and macro PMs through proprietary algorithms, electronic platforms, and with brokers (primarily during Asian market hours)• Enhanced system performance through opportunistic intraday trading, identifying operational inefficiencies, and minimizing slippage, commissions, and system tracking error

• Ran and automated daily trade/position reconciliation and liaised with dealers, prime brokers, and fund administrator• Performed cash management functions including subscriptions/redemptions, management/performance fees, managing margin balances, capital usage analysis, and investing excess cash to increase fund returns