Nati Lenchner

Nati Lenchner Email and Phone Number

Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health @ Planning Alliance
Nati Lenchner's Location
New York, New York, United States, United States
About Nati Lenchner

Highly skilled financial professional with extensive experience in Sales & Trading, Middle Office Operations, and Asset Management. Proven ability to drive business growth and operational efficiency through strategic leadership and cross-functional collaboration. Expert in fund finance technology, trading, and accounting platforms, with a focus on optimizing processes for risk management and P&L. Deep expertise in SMA products, transformation initiatives, and front-to-back optimization. Known for excelling in high-pressure environments, executing complex projects with precision, and maintaining strong stakeholder relationships.

Nati Lenchner's Current Company Details
Planning Alliance

Planning Alliance

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Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health
Nati Lenchner Work Experience Details
  • Planning Alliance
    Consultant
    Planning Alliance 2024 - Present
  • Ubs
    Director, Asset Management
    Ubs 2019 - 2023
    Greater New York City Area
    - Defined and executed strategic initiatives across investment rooms, operations, and technology platforms. - Managed Projects to align operational stability in the asset management ecosystem, focusing on SoD, P&L, tax lots, and OMS/EMS systems.
  • Ubs
    Director, Investment Banking
    Ubs 2016 - 2019
    - Led global optimization projects for trading desks in London, Hong Kong, and New York, achieving a 15% reduction in loan cycle times.- Mentored managers across disciplines and product lines, fostering high-performing teams.
  • Ubs Investment Bank
    Director, Complex Transaction Management Middle Office Operation, Credit Derivatives
    Ubs Investment Bank 2013 - 2016
    - Built and led a U.S.-based middle office team managing complex credit derivatives, including CDS, CDOs, Credit-linked notes and NDFs.- Supervised all operation logistics when structuring new products such as TRS, repo, bonds, CDS, collateral switches & loans. FX linked products and more
  • Ubs
    Associate Director - Bonds & Cds Junior Trader
    Ubs 2010 - 2013
    - Traded emerging market bonds and credit default swaps. - Redesigned and automated daily PnL production for the trading desk.- Established the Middle Office group in the structured products space.- Sales & Trading Graduate Talent program

Nati Lenchner Education Details

Frequently Asked Questions about Nati Lenchner

What company does Nati Lenchner work for?

Nati Lenchner works for Planning Alliance

What is Nati Lenchner's role at the current company?

Nati Lenchner's current role is Asset Management SMA, Fixed Income, & FX Trading & Sales, Transformation & Change Coach & Player. FINRA Series 7, 63. NY Life & Health.

What schools did Nati Lenchner attend?

Nati Lenchner attended Smith College.

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