Brian Wallace Email & Phone Number

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

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

• 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.

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