- Prime Services Product Development
- Responsible for product offering to both clients and internal desks which includes sales, onboarding and production support. Directly maintain rapport with clients to better understand needs for new product offerings and resolve production issues. Support trading desk in resolving any platform issues and facilitate client trading
- Lead the analysis and design of a new stock loan agency model which will allow the firm to act as both principal and agent on client borrowed securities. Includes designing the transfer pricing model, inventory sourcing methodology, accounting model and client reporting
- Manage client experience strategy which includes the development of a portal platform intended to improve user workflows and self-serve utilities
- Develop and maintain client custody, financing, asset servicing, risk and stock loan reporting
- Led the development of a derivatives product targeting UCIT clients offering synthetic exposure on a prime brokerage accounts traded by US managers, removing the traditional custody, margin and operational constraints
- Developed a margin platform that evaluates daily client margin and dynamically moves positions across their accounts to achieve most balance sheet efficient portfolio, allowing clients to utilize their portfolios maximum leverage
G
Goldman Sachs
Associate - Business Architecture and Change Management