Jason Siskel New York, NY 917-***-**** *******@*****.***
TRADING, TRADE SUPPORT & BUSINESS DEVELOPMENT
Experienced domestic and international trader and trade support specialist having worked on both equity and fixed income desks. Extensive experience selling software solutions and global financial products to institutional investors. Successfully developed new relationships and increased existing client activity. Trader and trade support background provides in-depth understanding of platforms and execution issues. Use of Bloomberg, OATS, OASYS and ALERT systems, as well several OMS and EMS.
Trading & trade support
Network & relationship builder
Sales strategy & support
Lead generation & pipelines
PROFESSIONAL EXPERIENCE
JS Consulting
Independent Business Development Consultant July 2015 – Present
Sales and lead generation of cloud-based software for asset management firms, including portfolio modeling, compliance, electronic trading, back and middle office operations, and GIPS-compliant performance attribution software
Develop and grow network of investors and fund managers for Hedge Connection and the
Capital Club. Cultivate and expand relationships with strategic partners and professional service providers. Aid in the marketing and production of Hedge Connection investor introduction events and
networking opportunities
Sales and lead generation of independent corporate telecommunication services with a focus on cost reduction and network improvement for multi-location companies
SS&C Technologies
Sales Associate 2013 –2015
Successfully transitioned multiple hedge fund and private equity clients onto SS&C’s fund administration platform, generating over $450,000 in new revenue
Developed strong relationships with top accounting, law and financial service firms, leading to extensive referral business
Built deep pipeline of alternative investment firms, broker dealers, & institutional investment firms
Improved customer experience, serving as primary point of contact and expediting client on-boarding process
AlphaSource Capital Securities
Head Trader 2012 –2013
Increased trading volume 15% and handled all client order execution
Developed relationships with registered investment advisors (RIA) and family offices with several hundred million dollars in assets under management
Provided clients contact with large syndicate desks, allowing them access to initial public offerings (IPO) and secondary group offerings
Managed external vendor to determine client qualifications and protect firm from compliance risk
Tradition Asiel 2003 - 2012
Fixed Income Broker/ Equity Trader (2007-2012)
Brokered up to 600 million bonds per month in high yield, distressed debt and municipal bonds
Executed 1 million shares per month in US and Canadian equity trades for clients on average
Served as the desk expert in ETF, thinly traded and low volume stocks
Equity/Risk Arbitrage Trader (2005-2007)
Managed key relationships by trading on average over 5 million shares monthly for investment managers
Increased desk trading volume by 20%
Improved customer experience by employing value weighted average price (VWAP) trading strategies, earning clients over $100,000 in improved execution prices
Trade Support Specialist (2003 – 2005)
Reduced failed trades by 30% by actively tracking the daily and monthly trade flow
Tracked daily and monthly profit and loss (P&L) for over 25 fixed income and equity trading accounts
Partnered with Compliance to eliminate trade errors and prepare for external audits
Co-managed, trained and developed five person trade support group
Deutsche Bank 2000 – 2002 Trade Support Specialist
Recruited to return after acquisition of group at Schroder & Co.
Schroder & Co. 1999 - 2000
Assistant Manager – Trade Support Specialist
Hired to help create an equity trade support desk for the European and Latin American markets
Deutsche Bank 1996 - 1999
Trade Support Specialist
Managed global trade executions for the European, Latin American, and South African equity desks
Trained and supervised junior staff members on trade entry and confirmation process
Monitored the positions and P&L for 12 traders’ internal accounts
EDUCATION & LICENSES
Ithaca College, Ithaca, NY
Bachelor of Science, Organizational Communications
Series 7, 63 and 55 licenses (expired)