Director of Global Trading and a founding member of the international team for a prestigious $20 billion firm. Multifaceted role encompassing trading, risk analysis and portfolio management. Collaborated with portfolio managers and analysts along with dynamic financial modeling and decision-making in response to real-time market information, Provided comprehensive portfolio and risk management insights. Responsible for managing all aspects of the life cycle of the trade with operations.Day-to-day duties involved:Collaborative Decision-Making: Partnered with portfolio managers and analysts to identify lucrative investment opportunities, informed by a keen understanding of market dynamics and trends. Strategic Financial Modeling: Developing and deploying financial models playing a pivotal role in driving sound investment strategies and optimizing trading decisions.Trading Excellence: Ensuring best execution practices and maintaining a keen eye on portfolio attribution, enhancing the performance of our investment portfolios.Global Market Monitoring: Staying at the forefront of global themes and trends, adapting strategies to remain agile in a dynamic market landscape.Insights and Perspectives: Leveraging a wide network of sell-side analysts, strategists, and economists to collect and analyze invaluable perspectives, influencing our investment approach.Company Engagement: Actively participating in company roadshows and earnings calls to stay attuned to corporate developments and opportunities.Management: Effective management of commission and budget to enhance cost-efficiency and optimize trading practices. Managed trading with operations.A standout achievement in my role had been the development and implementation of a real-time global attribution and risk system. This cutting-edge system offers invaluable insights into our investments, sectors, and markets, underpinning our commitment to transparency and performance excellence.

Part of a dynamic team entrusted with launching and operating a US office for a prominent London-based securities trading firm. Our mission was to provide invaluable support to institutional Portfolio Managers and traders with quantitative driven investment and trading solutions. Worked with research sales and analysts to generate actionable investment and trading ideas. Provided expert analysis of market conditions by gathering data, analyzing trends, offering comprehensive evaluations, and executing order flow to meet clients’ objectives. Drove new business developments and expanded relationships in the US. Day-to-day responsibilities included:Investment Idea Generation: We were dedicated to generating innovative investment ideas and devising trading strategies that met and often exceeded our clients' objectives.OTAS Data-Driven Insights: A quantitative cross asset model and trade scheduler. A crucial part of our role involved gathering data, analyzing trends, and offering comprehensive evaluations from a proprietary quantitative system, empowering our clients with the information needed to make informed decisions.Order Flow and Trade Management: We were responsible for efficient order flow and meticulous trade management, ensuring the best execution practices in every transaction.Launching and operating a US office presented a multitude of challenges and opportunities, and we successfully navigated this journey while building strong relationships with our clients. In this role, I've honed my skills in market analysis, investment strategy development, and client relations, adding significant value to the firm's expansion endeavors.

Created and managed an international multi asset trading desk and operations at Bear Stearns Asset Management for Long Only and Hedge Fund products operating on a $50 billion investment platform. Spearheaded the execution of portfolio orders, provided market insights and delivered recommendations for trading and hedging strategies. Assisting Portfolio Managers by calculating portfolio exposures and delivering post-trade analysis reports to refine investment strategies. Managed and mentored operations and junior traders.My responsibilities included:Investment Collaboration: Working closely with Portfolio Managers and analysts fostering new idea generation and conducting in-depth analyses of market conditions.Proprietary Trading: Creation of a proprietary trading role, contributing to the firm's success in navigating short term opportunities within the global financial markets.Post-JP Morgan merger, I transitioned investor funds and Bear Stearns staff into founding of HawkStone Capital. As a pioneering partner, I played a vital role in launching a Global Long/Short hedge fund, a spin-off from Bear Stearns.

Head Trader and Partner for a leading Global hedge fund managing a $700 million portfolio. In this role, I played a pivotal part in the success of the firm and growing the fund's AuM by working closely with portfolio managers, analysts and marketing. Managed junior traders and operations as well as external relationships and overseeing a range of critical functions that were at the heart of our investment strategy.My responsibilities encompassed:Proprietary Trading: I was a driving force in our proprietary trading efforts, contributing to the fund's success by taking advantage of short term opportunities in Global equity markets.Risk Management: I played a central role in managing risk, ensuring the fund operates within established risk parameters while maximizing returns.Daily Morning Call Leadership: I led the firm's daily morning call, providing partners and analysts with critical insights on a range of topics, including company earnings, research dissemination, announced and impending news, stock placings, macro data, trading ideas, and fundamental and technical analysis

Implemented and managed a live hours Global trading desk for the execution of international investment strategies, significantly contributing to the success of an $80 billion state pension fund. In this role, I worked closely with the head trader, portfolio managers, and analysts to drive success by providing invaluable insights, recommendations and executions.My key responsibilities included:Daily Market Advising: On a daily basis, I advised the head trader, portfolio managers, and analysts, providing essential insights into market news and trading flow to inform critical decisions..Cross-Market Analysis: I conducted in-depth analysis to identify trends and opportunities across domestic and international markets, empowering our investment committee with data-driven insights.Cash Flow Management: Provided support to the bond portfolio manager, assisting in managing cash flows and optimizing the short-term bond portfolio.

Trader for Proprietary Portfolio Managers, specializing in quantitative portfolios spanning fixed income, convertible, and arbitrage strategies. In this dynamic role, I played a central part in the success of investment strategies, overseeing a wide range of financial instruments and responsibilities.My core responsibilities included:Multi-Asset Trading: I monitored, priced, and executed trades across an array of financial instruments, including US Treasuries, corporate bonds, municipal bonds, non-dollar sovereign bonds, mortgage-backed securities, convertible bonds, currencies, equities, derivatives, and repos.Risk Management: I recalibrated prepayment speeds of mortgages, interest rate swaps, and derivatives, ensuring that our investment strategies remained optimized and risk-managed.Duration Analysis: I calculated portfolio duration and recommended adjustments, enabling effective trading hedges and aligning our portfolios with market conditions.Reporting: At the end of each trading day, I reported the group's profit and loss (P&L) and risk positions by portfolio to the partners and CFO, contributing to transparency and informed decision-making.