Michael Jacobs Email & Phone Number

Greater New York City Area

• Act as the primary point of contact for 25 plus hedge funds of various sizes and strategies. • Interact daily with PMs, COOs, CFOs and operations staff operations professionals to provide guidance on reporting, performance-based analysis, website technology, margin financing, and market and product access. • Meet with clients regularly to build client relationships to ensure retention and exceed client expectations of service offerings. • Cross-sell firm products and services… Show more • Act as the primary point of contact for 25 plus hedge funds of various sizes and strategies. • Interact daily with PMs, COOs, CFOs and operations staff operations professionals to provide guidance on reporting, performance-based analysis, website technology, margin financing, and market and product access. • Meet with clients regularly to build client relationships to ensure retention and exceed client expectations of service offerings. • Cross-sell firm products and services including synthetics, electronic trading, securities lending, and futures Show less

Synthetic Equity Trade Support - Advanced Specialist• Team Lead for equity swap sales middle office handling client account set up, maintaining defaults, and allocating trades.• Partnered with the front office and negotiations team to determine how to best meet clients’ needs through our synthetic product offering.• Researched and resolved trade discrepancies between GS and our counterparts on our synthetic equity products.• Advised trading, desk strategists and controllers on… Show more Synthetic Equity Trade Support - Advanced Specialist• Team Lead for equity swap sales middle office handling client account set up, maintaining defaults, and allocating trades.• Partnered with the front office and negotiations team to determine how to best meet clients’ needs through our synthetic product offering.• Researched and resolved trade discrepancies between GS and our counterparts on our synthetic equity products.• Advised trading, desk strategists and controllers on risk outages, PNL and NPV calculations.Convertible Bond Trade Support - Associate• Provided daily support for the convertible bond trading desk on convertible bonds, warrants, preferred shares, common shares, cash bonds, credit default swaps, and futures.• Managed all mandatory and voluntary corporate actions on firm and client positions.• Worked with the desk strategists and technology to resolve risk and PNL outages in a timely manner.Equity Derivative Trade Sales Support - Analyst• Provided daily support for the single name and index option sales trading desk on OTC and listed options, variance swaps, futures, and interest rate swaps.• Allocated client trades, processed rebalances, and managed the novation work flow.• Researched and resolved trade discrepancies between GS and counterparties across all products. Show less

Bloomberg Tradebook LP• Assisted traders daily with entering equity, options, FX, and futures trades using proprietary tools strategies to improve workflow and execution of trades.• Generated new business to potential clients through aggressive prospecting, cold calling, and demonstrating the Bloomberg’s electronic trading platform.• Responsible for the Bloomberg Professional market data service as a product analyst to clients across all asset classes and financial… Show more Bloomberg Tradebook LP• Assisted traders daily with entering equity, options, FX, and futures trades using proprietary tools strategies to improve workflow and execution of trades.• Generated new business to potential clients through aggressive prospecting, cold calling, and demonstrating the Bloomberg’s electronic trading platform.• Responsible for the Bloomberg Professional market data service as a product analyst to clients across all asset classes and financial markets.• Provided analytical and quantitative solutions to clients by developing financial models using Bloomberg tools with Microsoft excel and the Bloomberg API tool Show less

Assistant Business Manager of LaSalle Athletic Dept• Managed the Purchase to Pay Process for the Athletic Department.• Assisted in the construction of the Annual budget and performed variance analysis throughout the year.

London, United Kingdom

Strategic Marketing and Targeting Analyst• Created and performed ‘What If’ Target Action Analysis to aid in understanding a variety of business scenarios.• Developed a database for the Air Transport industry to target and assign key resources for business prospects.

Mba, Finance

Bachelor Of Science, Finance

Activities and Societies: Pi Kappa Alpha and Club Water Polo