Brian Wallace Email & Phone Number

South Carolina, United States

Greenville, Sc, Us

New York, New York, United States

• Successfully execute and manage trades within the firm’s credit portfolios, specializing in bank loans• Develop and execute innovative trading strategies that increased portfolio performance by leveraging advanced market analysis and risk assessment techniques• Conduct in-depth research and analysis using quantitative methods on market trends and economic indicators, leading to strategic investment decisions• Collaborate with Portfolio Managers to analyze and optimize portfolios, identifying key investment opportunities and mitigating risks• Engaged daily with Portfolio Managers to meticulously review portfolio positioning, identifying and capitalizing on buy/sell opportunities that strategically aligned with market conditions and investment goals• Mentor and train junior team members on all things credit-related• Develop and maintain strong relationships with key market participants, ensuring optimal trade execution

New York, New York, United States

• Designed and implemented a portfolio optimization tool that enhanced investment decision-making, contributing to a 25% improvement in portfolio performance vs the prior 2+ years• Engineered advanced VBA macros that streamlined trading operations, saving over 20 hours per week, enhancing team productivity and decision-making efficiency• Efficiently completed daily reconciliations for over $10bn of assets, ensuring accuracy, and implemented processes that resulted in reduced reconciliation error

Greater New York City Area

Client On-boarding and Account Maintenance• Collaborate with heads of sales to maintain list of top priority clients for each sales desk• Coordinate with Legal and Credit Risk teams to update sales desks on statuses of client on-boarding• Liaise with current and potential clients while strengthening and maintaining the relationships in place• Facilitate the on-boarding of US and International clients in compliance with regulatory obligations• Enhanced on-boarding process for better efficiency to drive revenue across trading desks• SME for planning and implementation of KYC framework for new broker dealer affiliate• Implemented new processes and guidelines to meet and exceed past and present audit standardsStatic and Reference Security Data• Perform setup and on-going maintenance of securities across all asset types• Maintain and update security master data including pricing• Managed testing and implementation of new static and reference data system• Responsible for daily reconciliations of data across internal platforms to ensure accuracy• Identify technical or process shortcomings to enhance efficiency and reduce operational risk• Prepare and be responsible for daily management information reports in regards to data input

Portfolio Analysis: • Created spreadsheet of 70+ securities to calculate relevant risk-adjusted performance metrics. • Made asset allocation recommendations and rebalanced portfolio for both optimal and minimum variance. • Evaluated current holdings using fundamental and technical analyses to update buy/sell/hold status.• Created and backtested portfolio to evaluate Parametric and Historical VaR, Calmar and Sterling ratios and historical monthly performance. Equity Research: • Filter stocks using screeners to discover growth and value companies not currently held. • Uncover companies with positive outlooks through careful due diligence and selection. • Use DCF valuation modeling to determine fair price of securities. • Create stock reports and presentations on undervalued securities to add to the portfolio.

Metro-Ny Area

•Manage and grow company to achieve projected annual revenue of 100K• Handle all aspects of business including marketing, accounting, sales, service and customer relationships• Created business model after diligently researching target area to maximize growth and profitability• Developed customer acquisition strategies to attract and retain a large customer base• Filed all paperwork related to LLC: business and sales tax licenses with publication documents

• Grew department from lower 20% of company to top 10% within 6 months • Supported Store Manager in execution of strategies to achieve operating results and growth objective • Analyzed monthly & quarterly P&L reports to identify opportunities and create action plan