danielgregorycvAPR16
- 1. Daniel Gregory Nationality: British - Contact No. 07930 553 706 PERSONAL PROFILE Highly motivated individual with a desire for developing knowledge and skills. I feel that I am a quick learner who enjoys keeping current with new developments. Ability to work under pressure to tight deadlines whilst striving to r each targets. I am trustworthy, self-motivated, hard-working and self reliant and am capable both working as part of a team or on my own initiative. I am now eager to further my career and make use of my market experience within a larger organisation. EMPLOYMENT MAR 15 - PRESENT OSTC LTD GLOBAL DERIVATIVES TRADER • The task is to maximize profits trading derivatives, in a low risk and diversified manner. Usually trading spread inter-product or cross-market strategies. I trade different futures markets as CME, CBOT, LIFFE, EUREX, ICE. My main trading products are Interest Rates (STIRS, Bonds, Swaps) and Energy Commodities (Crude Oil, Natural Gas) Other tasks include: Implementation of directional and contrarian strategies via calendar spreads as well as hedging using butterflies, condors, boxes and other combinations • Positioning in STIRs according to fundamentals, market sentiment and dynamics as well as adjusting and monitoring risk based on volatility Analysis of cross-product correlations and potential arbitrage or hedging strategies Development and implementation of trading strategies. Money management and risk control, maintaining a clear mind and attach a fast thinking approach to react to news as and when is delivered to the markets. • OSTC Group is a privately held global proprietary trading company headquartered in London and employs 250 people globally. Highly driven and highly disciplined the company specializes in trading financial markets around the world. With offices in England, Wales, Poland, Spain, Portugal, Russia, India, Canada and China, OSTC is a leading provider of liquidity to most of the global derivatives exchanges. JUNE 12 – DEC14: CLIENT SERVICES/ TRADE SUPPORT : GLOBAL EQUITY TRADING • Managing client queries in a timely and professional manner in accordance specific requests. • To evaluate stocks using analysis of fundamentals, valuations and technical’s, with a focus on identifying changes that drive stock prices. Our fundamental research combined top-down macroeconomic analysis with bottom-up research into companies and their industry sectors. • Actively researched companies closely monitored Bloomberg on a daily basis, all data releases affecting the market and positions e.g. NFP, Profit Warnings, Buy and Sell signals. • Providing clients with regular portfolio updates, market positioning, prices and liquidity. • Proactively communicated with clients, arranging face-to-face meetings where appropriate • Resolved any operational issues for the assigned client list • Ensuring client reports were issued accurately and on time, daily updating spreadsheets using excel. • Providing trader support actively managing positions on a day to day basis, execution of trades and exit
- 2. strategies. JUNE 2010 – MAY 12: TRADER/TRADE SUPPORT: SCHNEIDER TRADING/MAREX SPECTRON • Was responsible for own account and management of own market positions • Graduated from class of 34 people • Specialized in Fixed Income Intra Day spread trading, especially European interest rates against Short Term German Bonds • EUREX and LIFFE market exposure, also US Bonds and Nikkei • P&L Management, PV and Risk generation, Develop models to enhance trading, use of formulas • Trained in Broker language and Terminology • Experience in set-ups, organization, coordination, team work, P&L management and meeting targets. Dealing with preparation, execution and evaluation. • Fast paced role, demanding and challenging • Experience in International markets (mainly European government bonds), finance, economics and the capacity to work fast and analytical, working long hours under great amounts of pressure and being able to deal with great quantity of difficult decision making situations. Took part in various team building exercises outside of work hours. JAN 09 - MAR 10- BYWATERS (LEYTON LTD) ROLE - PROJECT MANAGER DUTIES • Developing and agreeing the priority for business projects agreed by the directors and senior management • Producing feasibility studies for new businesses • Identify sales opportunities and sell to existing clients. • Producing costed and substantiated business plans for new business opportunities • Implementing projects as appropriate • Developing business relationships with potential new clients to market products and services • Keeping a register of projects currently being undertaken or due to be undertaken • Producing a monthly report on the progress being made on each project • Producing a monthly report on new contacts/existing contacts made • Attending networking events that further the business strategy of the company • Proposing potential projects to directors and senior managers • Other responsibilities in this area as required from time to time • Travel to client sites in various locations in and around London. JUL 08 – DEC 08 DEUTSCHE BANK AG, LONDON ROLE – ACCOUNT ADMINISTRATOR CDO CLIENT SERVICES DUTIES • Responsible for the administration of a portfolio of transactions, working closely and supporting the Account Manager. • To ensure that all daily cash movements were actioned both into and out of client accounts. • Update the cash ledgers for each cash movement per transaction ensuring accounts reconcile with all in house systems. Ledgers would be reconciled in excel format before being sent to clients on a daily basis. • Dealing with daily enquiries internally from colleagues and from clients, which required a detailed
- 3. understanding of the leverage loan / loans administration market. • Assisting the Account Managers with preparing Monthly Trustee Reports in conjunction with Collateral managers. This involved ensuring accounts and models were up to date so managers could run accurate reports every month and as and when instructed by collateral managers with hypo trades. • Building professional relationships with clients, swap counterparties and loan agents to make sure process can run as smoothly as possible. • The role required good reconciliation skills and an understanding of financial products. The ability to read and understand loan activity notices was of importance as all loan activity and cash movements would be outlined on the notices. • The ability to work as part of team to ensure our role as trustee was done in an efficient manner, regular team meetings would be held to identify how our roles service could be improved and what else we could offer to our clients. I would also attend meetings with clients to discuss current issues and how the deal was being maintained and how the deal and assets were performing. • Manage a number of allocated accounts, also establish relationships and assist the sales managers in growing the company with new and existing clients. • Occasional entertaining that may consist of lunches/dinners with prospects and clients. • Preserve pertinent information within the company CRM by daily maintaining records and interactions. NOV 07 – JUN 08 ABN AMRO (LA SALLE GSTS ) / BANK OF AMERICA ROLE – LOAN ADMINISTRATOR/ LOAN ADMIN SUPPORT DUTIES • The Collection and distribution of loan activity notices amongst the team. • Working as part of the London loan admin team responsible for the day to day processing involving posting interest, posting rate settings. Piks, Drawdowns, fee payments, rollovers, matching wires, renaming wires, facility maintenance, also chasing agent banks if the funds have failed to arrive. Experienced within administering a portfolio of syndicated and bilateral facilities, ABN AMRO is the largest trustee in the world. • Dealing with queries on a day to day basis which would be raised internally through Issue tracker software, the queries would be analysed then I would Endeavour to resolve the queries often by interaction with a third party usually an agent bank via the use of email or phone. These issues would be monitored on a weekly basis to make sure that queries were being dealt with. • Worked on specific projects including missing interest analysis, also helped with projects to aid the transition from ABN systems to Bank of America Systems. • Involved with weekly team meetings, where issues would be raised, objectives for the team would be set and team structure would be analysed and evaluated to improve our productivity. • Building up relationships with agent banks as they would be contacted regularly to aid with queries, also chase up notices which would be missing from our fax system. • Providing support with transition of team to another office which involved filing and organising transportation of a large amount of files to be archived offsite for future reference. • Acquiring knowledge of the software and the large amount of facilities and loans within the systems as abn is the largest trustee in the world there were thousands of facilties within our system a lot had individual names and alternate names which needed to be grasped. • A general understanding of cdo, clo, swaps and global transaction management, as the dealing with colleagues in other areas of the business was an essential part of the day to day running. Aug 06 – Aug 07 Traveling in Australia on Working Holiday Visa • Employed in various Administrative roles Referees: Nick Goodey , Loan Admin Team Leader, Bank of America. Tel 0207 174 9466
- 4. Email - nick.goodey@uk.abnamro.com Stuart Boyle, Floor Manager, Marex Spectron, sboyle@marexspectron.com John Glover Jnr , IT Manager, Bywaters(Leyton) Ltd j.glover@bywaters.co.uk Director - Chris@globalequitytrader.com Matt Silvester- Head of Trading Floor at Schneider- 07540 557540 SYSTEM Microsoft Word, Photoshop, Flash, Dreamweaver, Image Ready, Microsoft Excel and Microsoft Outlook email. Firefox, Internet Explorer. Also Goldmine database software, familiar with Apple Mac Operating systems. CDO Suite, Score, Issue Tracker, Global Plus and Lotus Notes Email software, Workbench 1 and 2,WebCinq, WSOD, DB Internet. STS, CQG Charting, Bloomberg, 4 Cast EDUCATION Sept 1989 – Jul 1998 Forest School, Snaresbrook, E17 3PY Sept 1998 – Jan 2000 Trinity Catholic High School, Woodford Green, Essex. Sept 2000 – Jul 2002 Epping Forest College, Loughton, Essex. July 2006 – July 2007 SAE Institute, Sydney, Australia. GCSE Level All grades A-C: English Literature, English Language, Mathematics, Double Science, Information Technology, French, Geography and Business Studies GNVQ Level 2 Business Studies Pass Advanced Diploma in Sound Engineering Final Mark 84%