Jeffrey J. Schwartz, CFA

Experience

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  Salomon Brothers

  Jan 1989 - Jan 1992

  Financial Analyst

  • Determined allocation methods for revenues and expenses related to fixed income and equity product lines. • Conducted business segment reviews based on quarterly product profitability and presented results to Executive Committee. • Forecasted, analyzed and monitored divisional budgets of $100MM.

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  Barclays Capital

  Jan 1994 - Jan 2013

  Director - USD Short Rates Trading

  • Built short end of the agency business into a recognized market leader. • Actively trade and risk manage book that includes: Discount Notes, Agency Bullets, Floating Rate Notes, Treasuries, Supras/Sovereigns, Overseas Government Guaranteeds, Covereds, Eurodollars, OIS and Interest Rate Swaps. • Consistently one of the top revenue producers in the cash rates business for the last 10 years (Avg. $25 MM/year).• Started discount note trading desk and obtained primary dealer status in FNMA, FHLMC, FHLB, FFCB, IBRD, TVA, IFC and FMAC selling groups by increasing annual discount note volume and by building strong relationships with fiscal agents.• Built strong client following by aggressively marketing products and trading strategies to global salesforce and customer base. • Number 1 ranked discount note dealer on TradeWeb (2004-2011).• Consistently one of top ranked dealers according to Fed Stat market share volume for discount note and agency bullets. • Worked closely with technology department to develop and customize internal risk systems and analytical tools specific to front end trading requirements.• Built industry leading electronic platform by working closely with IT and Bloomberg to create short rate electronic platform that interfaced internal risk systems with all electronic customer transactions. Show less

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  UBS Investment Bank

  Sept 2013 - now

  Executive Director

  • Rebrand and rebuild short rates franchise into a "super regional" business model that operates with limited balance sheet and customer first focus. • Actively trade and risk manage book that includes: Discount Notes, Agency Bullets, Floating Rate Notes, Treasury Bills, SOFR. • Reestablish strong market presence with GSEs.• Significantly increased customer flows through direct account coverage on desk, providing quicker and more effective trade execution.• Redesigned risking, pricing and quoting of all short rates products by working closely with internal technology team and Bloomberg. Show less