Aaron O' Brien
Relationship Manager at Bank of Singapore, Asia's Global Private Bank- Claim this Profile
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Credentials
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Private Equity - Financing, Investing and Value Creation
Imperial College Business SchoolJul, 2021- Sep, 2024 -
Investment Advice Diploma (CISI Level 4)
The Chartered Institute for Securities & Investment (The CISI)Aug, 2015- Sep, 2024 -
Statement of Professional Standing (SPS)
The Chartered Institute for Securities & Investment (The CISI)Aug, 2015- Sep, 2024 -
CF30 Licence
Financial Conduct AuthorityNov, 2012- Sep, 2024
Experience
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Bank of Singapore, Asia's Global Private Bank
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Singapore
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Financial Services
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700 & Above Employee
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Relationship Manager
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Jul 2022 - Present
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UBP - Union Bancaire Privée
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Switzerland
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Banking
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700 & Above Employee
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Wealth Management Associate
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Aug 2020 - Jun 2022
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Jefferies
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United States
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Investment Banking
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700 & Above Employee
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Assistant Vice President
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Jun 2012 - Aug 2020
Responsible for execution of agency trades across multiple securities. Such as Fixed Income, ETF’s, Cash Equities, Spot and Forward FX, Equity/Index Options, Structured Products, CLO’s, Hedge Funds, Mutual FundsMain point of contact and primary daily liaison for Family Offices, UHNW Individuals, Fund Managers, Corporates and Trusts.Review discretionary client investment portfolios. Involved in the construction of client asset allocations. Assessed portfolio performance and client risk parameters.Coordinate book building and deal analysis for equity capital markets IPO and secondary syndicate deals.Responsible for making wire payments and other non-trade related deliveries and receipts such as stock transfers.Responsible for managing all elements of the trade lifecycle from entry, booking and settlement. Review prior days trading and ensure accurate capture in client accounts.Assist clients with all aspects of the Jefferies account opening process.
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Bank of America Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Technology Intern
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Apr 2010 - Sep 2010
RDI Centre, Central Park, Leopardstown, Co. Dublin• Gained invaluable experience as to how organisations in the financial services industry operate.• Closely involved in the setup and running of an innovation challenge for the GRiTT (Global Risk & Treasury Technology) teams in New York and New Jersey.• Was responsible for analysing a project which aimed to transform the transaction management services for Merrill Lynch’s Professional Trading Services Group (PTSG) to support the International Prime Brokerage (IPB) business globally.• Developed a PHP program to allow users to access an externally hosted idea management platform, and to allow them to set up or modify user data as well as generating additional data from the various innovation challenges.
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Education
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University College Cork
MSc Corporate Finance, 2H1 -
University College Cork
Bachelor of Science, Business Information Systems, BIS -
Presentation Brothers College Cork
Leaving Certificate