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Kyle Daley Email & Phone Number

Executive MBA | Financial Management | Driving Business Growth & Profitability | Investment Banking | Data Analysis | Risk Mitigation | Process Improvement | Results-Driven Leader | Optimizing Performance
Location: Pittsboro, North Carolina, United States 5 work roles 2 schools
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Executive MBA | Financial Management | Driving Business Growth & Profitability | Investment Banking | Data Analysis | Risk Mitigation | Process Improvement | Results-Driven Leader | Optimizing Performance
Location
Pittsboro, North Carolina, United States

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Kyle Daley is listed as Executive MBA | Financial Management | Driving Business Growth & Profitability | Investment Banking | Data Analysis | Risk Mitigation | Process Improvement | Results-Driven Leader | Optimizing Performance based in Pittsboro, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Kyle Daley.

Kyle Daley previously worked as Assistant Vice President, Collateral Portfolio and Client Services, US Credit Trade Management at Credit Suisse and Team Leader, Client Services, Trade Management and Regulatory Compliance at Credit Suisse. Kyle Daley holds Master Of Business Administration (Mba), Investments And Securities from Unc Kenan-Flagler Business School.

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About Kyle Daley

Greetings! As a dedicated finance operations professional with a global perspective, I thrive on overcoming challenges and delivering exceptional results. My expertise has been sharpened through my experience in the dynamic investment banking sector, where I have mastered the art of uncovering valuable insights within complex data sets. My commitment to excellence and keen attention to detail make me an ideal partner for any organization seeking to elevate their financial performance.With a voracious appetite for all things global, I'm on a constant quest to broaden my horizons and deepen my understanding of diverse financial landscapes. My unique blend of investment banking prowess and data-crunching expertise has equipped me to make an impact on any project, no matter how intricate or demanding.If you're seeking a finance professional who will blow your mind with their relentless drive and undying passion for success, look no further. Let's join forces and make financial history together!As a high-performing team leader, I excel in financial operations analysis, strategic planning, and project management. My international exposure, having traveled to 19 countries and participated in UNC Kenan-Flagler's Global Entrepreneurship Lab in Denmark, has broadened my perspectives and enriched my understanding of diverse financial markets.I've made significant contributions outside my core responsibilities, including being a guest speaker at regional management committees, completing online Professional Programs, and actively engaging in UNC Kenan-Flagler's Global Network. I have also mentored and supervised interns who were later hired and promoted.My core competencies include:• Financial operations analysis• Strategic planning• Project management• Understanding of financial markets• Operations management• Process improvement• Data analysis• Risk mitigation• Front office communicationsThroughout my career, I have consistently demonstrated my commitment to achieving collective success through strategic decision-making and effective communication. I strive to bring diverse perspectives to create value for my community, and I am dedicated to fostering growth and innovation in the financial industry.

5 roles · 21 years

Kyle Daley work experience

A career timeline built from the work history available for this profile.

Assistant Vice President, Collateral Portfolio And Client Services, Us Credit Trade Management

As part of this high-profile management group, directed a global team to ensure the seamless operation of Credit Suisse's institutional Repo business with $50B+ AUM, delivering investment-management solutions to institutional and private clients while optimizing collateral portfolio performance and facilitating efficient funding strategies.•Directed a global team to manage $50B institutional Repo business•Enhanced collateral portfolio performance and implemented funding strategies•Streamlined Trading and Sales operations across Global Credit Products and Global Markets•Fostered cross-functional collaboration to optimize trading platform, tools, and execution algorithms•Maintained a 0% error rate in daily general ledger and balance sheet journal entries using Peoplesoft

2020 - 2022 ~2 yrs

Team Leader, Client Services, Trade Management And Regulatory Compliance

Managed a team of specialists and collaborated with internal and external stakeholders, contributed to seamless trade operations, and supported strategic initiatives for business growth and regulatory compliance.•Enhanced trade support processes and implemented automation and custom tools•Spearheaded risk initiative and ensured full CNS balancing and regulatory reporting support•Led cross-training efforts and accelerated training for 5 new staff members•Directed an international outsourcing project in Pune, India

2018 - 2020 ~2 yrs

Middle Office Trade Support, Cash Securities, Trade Validation And Control

Leveraged expertise in researching trading activity, utilizing front office databases to collect and analyze data driving strategic decision-making for Investment Managers. Proficient in identifying and resolving trade discrepancies through collaboration with internal departments and external entities, ultimately ensuring the accuracy of trade volumes reaching up to 6 million trades per day (equivalent to one billion shares per day).•Researched trading activity and analyzed data for strategic decision-making•Identified and resolved trade discrepancies, ensuring accuracy of trade volumes•Served as lead operations analyst for 20 algorithmic trading accounts•Conducted risk assessments for senior managers on 2.6 billion annual trades

2013 - 2018 ~5 yrs

Global Client Services Manager, Commission Bundling Services

Demonstrated proficiency in preparing detailed monthly reports for a commission bundling service catering to over 150 US institutional clients utilizing soft dollars, offering insights into the efficiency and cost-effectiveness of brokerage services.•Managed soft dollar recapture programs, reconciling monthly balances of $10mm-$12mm USD.•Mentored and supervised an intern who was promoted to an analyst position.•Rapidly acquired expertise in a critical new role, contributing to business operations.

2011 - 2013 ~2 yrs

Client Services Analyst, Cash Securities Operations, Purchase And Sales

Collaborated with traders, effectively affirming, comparing, and settling all U.S. equity and corporate fixed income trades executed between Credit Suisse and other financial institutions, ultimately ensuring smooth and efficient trade executions.•Affirmed, compared, and settled all U.S. equity and corporate fixed income trades executed between Credit Suisse and other financial institutions.•Maintained accurate trade reconciliation by verifying open transactions with trade depositories, exchanges, and clearing houses.•Oversaw booking and settlement of over $1 billion in exchange-traded funds for Quantitative and Statistical Arbitrage trading desks.•Served as the primary contact point for functional managers, internal and external clients, and risk and relationship management.

2006 - 2011 ~5 yrs
2 education records

Kyle Daley education

Bachelor Of Science In Business Management, Finance, General

Activities and Societies: Kappa Sigma FraternityGraduated Magna Cum Laude

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What is Kyle Daley's role at their current company?

Kyle Daley is listed as Executive MBA | Financial Management | Driving Business Growth & Profitability | Investment Banking | Data Analysis | Risk Mitigation | Process Improvement | Results-Driven Leader | Optimizing Performance.

Where is Kyle Daley based?

Kyle Daley is based in Pittsboro, North Carolina, United States.

What companies has Kyle Daley worked for?

Kyle Daley has worked for Credit Suisse.

How can I contact Kyle Daley?

You can use AeroLeads to view verified contact signals for Kyle Daley, including work email, phone, and LinkedIn data when available.

What schools did Kyle Daley attend?

Kyle Daley holds Master Of Business Administration (Mba), Investments And Securities from Unc Kenan-Flagler Business School.

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