gordon stewart january 2016 resume
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GORDON B. STEWART, CFA 1192 Park Avenue, Apt. 6B | New York, NY 10128 | [email protected] | (917) 595-0746
WORK EXPERIENCE The Bank of New York Mellon New York, NY
Collateral Associate July 2015-Present Promoted to Associate in July to join the team responsible for managing the collateralization of Bridgewater Associates L.P.’s OTC derivatives portfolio as part of their overall credit risk management framework Work with Excel and other proprietary platforms to perform daily collateral management tasks such as measuring and managing credit exposure to escalate to the firm’s senior risk managers, generating reporting, and investigating and resolving disputes with our trading counterparties to minimize the firm’s credit risk.
Collateral Analyst April 2014-July 2015 Member of the Agency Collateral team which oversees the collateral management of BNY's buy side clients o Responsible for derivative margining process for 5 clients, including BNY Mellon’s largest institutional client o Developed expertise in bank's collateral management system and its supporting platforms as well as a firm grasp on the concepts behind the margining of OTC derivatives and other financial instruments Lead junior team member on key internal initiative to streamline BNY Mellon’s collateral management service
offering for institutional client base o Coordinated the daily project management by liaising with internal and external stakeholders to source and consolidate project data into a weekly update to the cross-functional project team o Project resulted in successful transition of the bank’s clients onto an industry pioneering margin call platform
Greystone Asset Management, LLC (Axiom Capital Management Inc.) New York, NY The Greystone Fund specializes in mining, biotech/pharmaceuticals and industrials equities investing Investment Associate March 2012 – April 2014 Developed core skills in junior mining company and broader market analysis through over a year with banking
and asset management teams Held due diligence meetings with senior management of early-stage high growth companies and assessed investment profiles Built and maintained a proprietary analytical database to track target investment universe Interfaced with clients regularly to conduct portfolio reviews and provide updates on current and upcoming investments Performed portfolio analysis and client reporting including calculating quarterly fund return
Sales Associate (Axiom Capital Management Inc.) March 2012 – April 2014 Responsible for onboarding new client accounts and pitching Axiom offerings (IPO, Follow On offering etc.) to firm’s book of high net worth and institutional client base Prepared client documents for warrant or subscription rights exercise and regularly liaised with the financial departments of companies and their transfer agents to effect these transactions
Albourne America, LLC Rowayton, CT Leading Alternative Strategies Consulting Firm Risk Intern Summer 2011 Member of project team tasked with standardizing the way that hedge funds collect and report their market risk
information in order to give investors a more transparent picture of their aggregate risk profile Liaised with senior hedge fund personnel daily to brief them on the initiative and why they should allocate time and capital to support it
EDUCATION Chartered Financial Analyst effective December 2015 (Passed Levels I,II, and III in succession on first attempts: Dec 2013, June 2014, June 2015)
University of Edinburgh, Edinburgh, Scotland September 2005 – July 2010 M.A. (Honors) Business Studies The Lawrenceville School, Lawrenceville, NJ September 2001-June 2005 ADDITIONAL INFORMATION
Licenses: Series 7, Series 66 Skills: Office Suite (Excel, Powerpoint, Word, Outlook) Hobbies/Interests: Skiing, Squash, Tennis, Sailing