Experience

36 South Capital Advisors

• Investment Management
• 1 - 100 Employee

• Trader

  • Mar 2023 - Present



Menai Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Head of Operations

  • Oct 2021 - Mar 2023



Rokos Capital Management

• United Kingdom
• Financial Services
• 100 - 200 Employee

• Senior Trading Assistant

  • Oct 2016 - Apr 2021

  Monitoring and instruction of expiries including execution of required delta exchange Trade capture across all voice executed trades Generation of EOD position and P&L reports Analysing breaks in reporting / results Automation of ongoing processes Monitoring and instruction of expiries including execution of required delta exchange Trade capture across all voice executed trades Generation of EOD position and P&L reports Analysing breaks in reporting / results Automation of ongoing processes



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• AVP Trade Management (Structured Review Unit)

  • Jun 2015 - Oct 2016

  Managed team of eight (three in London and five in Wroclaw, Poland). Worked alongside trading to manage trade capture and trade lifecycle events for the structured review unit. I am an SME in structured products within the rates markets from CMS spread options, to balance guarantee swaps and Callable range accruals. Managed team of eight (three in London and five in Wroclaw, Poland). Worked alongside trading to manage trade capture and trade lifecycle events for the structured review unit. I am an SME in structured products within the rates markets from CMS spread options, to balance guarantee swaps and Callable range accruals.



F&C Investment Trust

• United Kingdom
• Investment Management
• 1 - 100 Employee

• Derivatives Analyst

  • Jan 2015 - Jun 2015

  Analysing portfolios for valuation discrepancies and other needs such as collateral funding. Working alongside Fund Managers, IT, outsourced operational teams and other stakeholders. Analysing portfolios for valuation discrepancies and other needs such as collateral funding. Working alongside Fund Managers, IT, outsourced operational teams and other stakeholders.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Front Office Structured Rates Products Trade Management AVP

  • Mar 2013 - Jan 2015

  Managing a team of five across two locations. Predominantly processing and booking OTC interest rate swaptions, caps, floors, bonds, repos, inflation swaps, structured notes and other structured rates trades denominated in major European currencies. I also take care of various lifecycle events for our bookings such as balance guarantees, expiries, exercises, rolls, calls for straight forward products such as swaptions to more complex products such as knock in/out options, mid-curve options, CMS spread options etc and structures with various OTC rates derivative components.Involves constant communication with internal traders and salespersons especially as well as product control, settlements, documentations and various MO teams as well as strong communication with external counterparties.Have also cross trained members of our Poland team to cover the novations area of our wider team. Strong knowledge of internal systems such as DOMAN, ADAPT, Markitwire and Deal tracker. Show less

• Graduate Analyst - FO OTC Rates Trade Management

  • Oct 2012 - Mar 2013

  Dealing with novations of all european denominated OTC IR swaps as well as swaptions and USD swaps on certain books. Use of MarkitWire and in-house FO booking systems to monitor all remaining party and step in novations. Constant communication with trading, external counterparties (mainly for large package novations) and back office teams.

• Graduate Analyst - EMEA Clearance and Settlements

  • Jul 2011 - Sep 2012

  Working in Cash Securities Settlements. Undertaking various daily responsibilities including trade prioritisation, position realignment and handholding high value structured deals. Working within major, large volume European markets, such as Germany, Spain and Italy.Automation and streamlining of manual processes in order to support diminishing team with reducing headcount.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Operations Analyst (internship)

  • Jun 2010 - Sep 2010



Royal Brompton and Harefield hospitals

• United Kingdom
• Hospitals and Health Care
• 700 & Above Employee

• Financial Cashier

  • Sep 2008 - Sep 2008

  Balanced books, managed claims and dealt with customer claim enquiries. Balanced books, managed claims and dealt with customer claim enquiries.



PwC

• Professional Services
• 700 & Above Employee

• Junior Analyst

  • Jul 2006 - Sep 2006

  Worked in Business Recovery Services. Completed daily tasks, undertook project of maintenance and reorganisation of business area and learnt about insolvency. Worked in Business Recovery Services. Completed daily tasks, undertook project of maintenance and reorganisation of business area and learnt about insolvency.



Gulf International Bank (UK) Ltd

• Work Experience

  • Aug 2005 - Aug 2005

  Shadowed an FX spot trader and experienced the Trading Floor. PricewaterhouseCoopers (Gatwick office) June 2004 Whilst at PwC I shadowed a senior manager in the Tax and Audit Department. Learnt basics about client accounts. Shadowed an FX spot trader and experienced the Trading Floor. PricewaterhouseCoopers (Gatwick office) June 2004 Whilst at PwC I shadowed a senior manager in the Tax and Audit Department. Learnt basics about client accounts.