Experience

Louis Capital Markets

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Equity Finance Broker

  • Jan 2022 - Present



Tradition

• Financial Services
• 700 & Above Employee

• Senior Equity Finance Broker

  • Feb 2013 - Dec 2021

  European and Asian coverage on Delta One Single Stock, MSCI and Emerging Markets products. New business development of Emerging Markets and FTC trading. Created pricing tools for futures, synthetics and stock loan products. Created pricing tools for corporate actions including special dividends, spin-offs and scrips. Development of a market liquidity monitoring tool resulting in accurate price discovery. Nurtured talent amongst junior and senior team members. European and Asian coverage on Delta One Single Stock, MSCI and Emerging Markets products. New business development of Emerging Markets and FTC trading. Created pricing tools for futures, synthetics and stock loan products. Created pricing tools for corporate actions including special dividends, spin-offs and scrips. Development of a market liquidity monitoring tool resulting in accurate price discovery. Nurtured talent amongst junior and senior team members.



Z Investment Partners

• Portfolio Manager

  • Oct 2011 - Nov 2012

  Responsible for originating fund inventory and co-ordination of trading schedule for European and Emerging Market equities. Managed the index rebalancing and position management of the UCITs fund. Built a position and pnl tracking tool including the fund NAV analysis. Generated daily VaR reports on behalf of the fund. Involved in the early stage set-up of the fund including negotiating fees and contracts with Prime Brokers, Custodians, Clearers and Inter-dealer Brokers. Responsible for originating fund inventory and co-ordination of trading schedule for European and Emerging Market equities. Managed the index rebalancing and position management of the UCITs fund. Built a position and pnl tracking tool including the fund NAV analysis. Generated daily VaR reports on behalf of the fund. Involved in the early stage set-up of the fund including negotiating fees and contracts with Prime Brokers, Custodians, Clearers and Inter-dealer Brokers.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Co-Head of Delta One Trading Desk, Europe

  • Feb 2002 - Oct 2011

  Active management of European inventory to optimise Financing and Corporate Action exposure across all European trading books. Responsible for establishing the Index Swap business including pricing, trading and marketing. $0 - $90mln pnl contribution in 5 years. Pricing, trading and risk management of Pension Fund and Asset Managers exclusive portfolios for alpha generation and liquidity supply. Significantly expanded and developed global relationships across index and single stock products. Improved process for enhancing client returns on corporate actions. Utilisation of all products including index swaps, single stock swaps, single stock futures, synthetic forwards, certificates, stock lending, options and dividend swaps. Ownership of all book management and risk control - delta hedging, fx and interest rate swaps trading. Member of the Prime Services Management Team Presented product interpretation teach-ins to Hedge Fund and Pension Fund clients. Conducted product knowledge tutorials to enable desks to cross-sell D1 products to their clients. Show less



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• OTC Structured Products

  • Sep 1999 - Dec 2001



Nomura

• Financial Services
• 700 & Above Employee

• Regulatory Risk Reporting & Global Portfolio Equity Sales

  • Apr 1997 - Aug 1999