Jon Kowalski Email & Phone Number

Norwalk, CT, US

New York, NY, US

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.

• 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

Rowayton, Connecticut, US

• 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.
• AUM scaled from $10mio to $860mio in ~2 years on back of strong Sharpe ratio and low correlation to other strategies

Rowayton, Connecticut, US

• 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

Rowayton, Connecticut, US

• 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.
• Enhanced system performance through opportunistic intraday trading, identifying operational inefficiencies, and minimizing slippage, commissions, and system tracking error

Rowayton, Connecticut, US

• 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