Isabel K. Email & Phone Number

Greater Los Angeles Area

San Francisco Bay Area

As a summer MBA intern, I had the opportunity to help Varo as they prepared for preliminary approval from the OCC on their National Bank Charter. Working under the general council and in partnership with a consulting firm, my primary focus was developing an internal strategy for seamless data migration to the new banking platform. Additionally, I prepared and presented a business plan to senior management for building out Varo's CD lending offering as well as an analysis on the competitive… Show more As a summer MBA intern, I had the opportunity to help Varo as they prepared for preliminary approval from the OCC on their National Bank Charter. Working under the general council and in partnership with a consulting firm, my primary focus was developing an internal strategy for seamless data migration to the new banking platform. Additionally, I prepared and presented a business plan to senior management for building out Varo's CD lending offering as well as an analysis on the competitive landscape of the peer to peer lending world demonstrating where Varo could enter and take marketshare. Show less

New York

In my last year at UBS I was selected by senior management to implement and execute UBS’ “One-Client” sales model which focused on finding client solutions across our entire equity product offering. I specialized in educating and working cross-functionally to connect the distinct product sales teams across the floor. As one of two people tasked with building out of custom basket offering, I created over 35 ETF-like custom baskets which corresponded to current industry trends and UBS Research… Show more In my last year at UBS I was selected by senior management to implement and execute UBS’ “One-Client” sales model which focused on finding client solutions across our entire equity product offering. I specialized in educating and working cross-functionally to connect the distinct product sales teams across the floor. As one of two people tasked with building out of custom basket offering, I created over 35 ETF-like custom baskets which corresponded to current industry trends and UBS Research ideas. These included specific baskets which gave clients exposure to companies adversely or positively affected by government legislation, repatriation, repeal of ACA and volatile oil prices. Show less

On the swaps desk I primarily worked with hedge funds and activist investors looking to build large anonymous equity positions. Negotiation of term sheets and successful execution required matching UBS’ balance sheet objectives, clients’ needs, and a facility with multiple products, including equity swaps, custom baskets, equity derivatives, equity options and stock loan. In 2015 I was awarded the UBS Culture Award for upholding and representing the ideal UBS philosophy and work ethic.

New York, Ny

In my first year at UBS, I was responsible for trading equity baskets for index and quantitative funds. Our main focus surrounded index re-balancing; I helped forecast new index additions and deletions by analyzing company and market cap changes YoY. As a new joiner I took on the responsibility for compiling market data and writing our daily market report which was sent to all portfolio trading clients.

Cross-functional 10-week program spanning credit, foreign exchange, cash trading, prime brokerage, international sales, derivatives, stock loan and swaps. At the end of the summer I was one of 14 interns (out of 40+) who received full time offer post college.

Master Of Business Administration - Mba, Business

Activities and Societies: Anderson Leadership Development Program, Co-President Outdoor Adventure Club. Active member of Women’s Business.

Bachelor Of Arts (Ba), Psychology, Junior

Activities and Societies: Varsity Soccer (2009-2012), Voted 1st Team All-Ivy 2012, Soccer Captain for the 2012 season, Student Athlete.