Director Of Equity Trading/Securities Lending
Current• Leads, trains, and mentors 2+ traders, overseeing trading, recalls/buy-ins, corporate actions, contract comparison, and monthly billing.• Oversees, manages, nurtures, and builds trading relationships with 35 firms, resulting in a sustained loan balance of over $10B from a portfolio of $130B.• Collaborates, tests, and implements Stonewain’s Spire trading platform and Equilend’s Next Generation Trading automated borrowing application while working in partnership with technology vendors.▪ Increased revenue 60% YoY due to implementation.• Conducts research to proactively identify trends and other relevant business insights, turning insights into actionable and quantifiable opportunities.• Collaborates with teams of specialists, driving Key Performance Indicators (KPIs) and actionable goals aligning with company and customer vision and goals.• Monitors 102% collateralization of all DTC eligible loans coordinating with both U.S. Bank and trading counterparty DTC operations specialists to collect additional collateral when a shortfall occurs.• Partners with USBAM Employee Engagement Squad to organize employee engagement activities, increasing volunteerism and overall employee satisfaction.• Increases customer satisfaction rate YoY through meeting revenue increase goals.