Awarded CFA charter 2013. Graduated from Boston University School of Management with honors in MS in Investment Management 2009. BA in mathematics and economics 2003 from Colorado College. 13 years of experience in finance with a strong mathematical and analytical background.
Areas of Expertise
Futures, credit default swaps, interest rate swaps, forward agreements and FX contracts
Corporate treasury cash management
Excel & programming VBA macros
Repurchase agreement trading
Fixed income analysis
Tradeweb, Bloomberg, DTCC, MarkitWire, MarketAxess and Icelink
Junior Repo Trader January 2010 to CurrentBracebridge Capital － Boston, MAAssist in maintaining daily cash levels for a 10 billion AUM hedge fund. Execute and negotiate repurchase agreement trades. Manage open and termed treasury positions, secure borrows for short positions. Give year, quarter and month end market environment and firm position reviews to trading desk. Communicate daily costs of financing for long and short positions. Develop VBA Excel macros to assist in daily tasks cutting down on errors and increasing efficiency.
Trade Assistant January 2007 to CurrentBracebridge Capital － Boston, MAAssisted trading desk with allocation and trade execution. Ensured proper hedges were in place with derivatives, treasuries, futures and FX trades. Developed extensive knowledge of ABS, corporate and sovereign bonds markets. Deep understanding of CDS, IRS, TRS, swaptions and forwards derivative markets. Negotiated independent amounts and reviewed documentation on all derivative positions.
Profit and Loss Analyst August 2005 to January 2007Bracebridge Capital － Boston, MAPrepared daily, monthly and fiscal year end profit and loss. Communicated with trading desk their daily positions, market gain losses and foreign exchange affects to portfolio. Settled all derivative payments and reconciled positions.
Senior Fund Accountant April 2004 to August 2005State Street Bank － Boston, MAReviewed and signed off on daily NAV calculations for 10 mutual funds. Found and resolved accounting errors before striking daily NAV. Trained and assisted in managing five junior fund accountants.
Master of Science : Investment Management, 2009Boston University － Boston, MA, USAGraduated with honors. Course work included financial statement analysis, fixed income analysis, derivatives, equity analysis and portfolio management. Highlights were student run investment fund and group project competition winner.
Bachelor of Arts : Mathematical Economics, 2003Colorado College － Colorado Springs, CO, USAMajored in mathematical economics graduated with a 3.5 GPA. Worked in economics department as a teacher's assistant, student tutor and grader.