Kevin Macrae Email & Phone Number

Stamford, Connecticut, United States

• Delivered insightful macroeconomic research driving an increase in client engagement, enabling informed decisions by key decision-makers (CIO's, CEO's, Portfolio Managers etc.) at Institutional Asset Management firms.• Secured client renewals by leveraging strong relationship management and contract negotiation skills, resulting in increased revenue and client loyalty.• Closed new enterprise subscription clients through strategic prospecting and effective closure strategies, cultivating a sales pipeline and driving revenue growth.• Coordinated marketing roadshows with top macro strategists, delivering persuasive presentations that drove an increase in engagement and capitalized on cross-selling opportunities.• Authored and distributed a weekly research recap, delivering macroeconomic insights to 4,000+ readers in assigned regional territories.

New York, New York, United States

Managed client engagement and relationships with updates on all relevant Flow, Research and Market news to sell Nordic equities to U.S and Canadian clients. Performed due diligence to meet firms Anti-Money Laundering (AML) program and Risk Assessments. Coordinated end of day processing of trades with Back Office to ensure timely matching. __________Highlights – Established and maintained customer related documentation for on-boarding. – Ensured adherence to firms KYC Program in accordance with internal Compliance and Risk departments. – Liaised with clients and execution traders to ensure executions are aligned with clients instructions and achieve “best execution”. – Leveraged Microsoft Excel to manage and analyze commission data from trading system for upper management use (budgets tracking). – Collaborated with sales team in maintaining the existing client base while continually working to develop new relationships to increase revenue. – Provided detailed product feedback from clients to internal business managers in an effort to continually improve firm’s products. – Developed a strong understanding of clients workflow/changing needs, positioning firm as an essential partner and ensuring impactful strategy for robust functionality.

New York, United States

Worked closely with execution traders in Frankfurt to facilitate execution on behalf of major clients. __________Highlights – Provided the New York sales team with a “Morning Rundown” prior to global sales call. – Traded German equities to institutional clients in the U.S and Canada by communicating market news, Commerzbank research and trading desk flow to buy-side trading desks.

New York, United States

(Formerly Collins Stewart)Communicated continually with execution traders in London in an effort to achieve best execution, meeting key market opportunities. Executed orders on behalf of clients in equities listed in the U.K and Europe. __________Highlights – Distributed Canaccord European equity research to a broad U.S Institutional Client base. – Provided market color, news and flow to clients daily as well as for an internal “Morning Meeting”.

Worked closely with portfolio managers and research anlysts regarding liquidity, risk, entry and exit timing of investments. Engaged electronic trading providers to create custom Algo’s to align with the funds trading style. Met stakeholders on a daily basis to discuss trading ideas, fund exposures, and market risks. Managed three person trading desk (2008-2010)__________Highlights – Traded Equities, Futures and FX for an International Long/Short Equity Hedge Fund ($3.5B peak AUM) with several products including; an International Equity, Global Equity, Asian Equity, European Small/Mid cap, European Special Opportunities, and a Nordic Equity fund. – Utilized extensive relationships with local brokers in European and Asian markets to gain insight and source liquidity, often trading blocks in small and mid-caps that were >100% of the average daily volume. – Researched and implemented several DMA/Algorithmic trading systems to reduce trading costs and utilize dark pools, including Credit Suisse AES, Goldman Sachs RediPlus, and UBS Pinpoint. – Led monthly “Best Execution” meetings to recap commissions paid and the soft dollar budget while receiving input from managers and analysts on future commission dollar allocations. – Improved processes to increase operational efficiency while managing 3 person desks, one junior trader, and one office operations support. – Actively traded Futures, ETFs and FX as part of the hedging strategy of the fund. – Executed portfolio rebalancing trades as cash flows dictated.

Established back office operations procedures and trained new employees. __________Highlights – Traded equities in Canada, Latin America and the U.S (ADR’s). – Liaised with the prime broker regarding all trade settlements and corporate actions.

Boston, Massachusetts, United States

Acted as liaison between traders and Broker/Dealer community in resolving any problems relating to trade confirmations, allocations, and settlement. __________Highlights – Certified accuracy of all trades while working with International Bond and FX traders.

Quincy, Massachusetts, United States

Processed daily accounting transactions for global and domestic equity and bond funds, while maintaining a book of accounts for daily priced pension plans.