Brian Price

About Brian Price

With extensive leadership tenures on both the buy and sell side I have been tasked with managing operations for portfolios across a wide range of asset classes. Within these roles I have proven to be an effective leader and have built out processes that increased efficiencies and reduced headcount. At Hedgeserv my team has been responsible for leading a client throughout the onboarding process and their day to day operations post go live, assuring that we customize our approach to suit their unique infrastructure while reducing the need for manual interventions and headcount. There is a keen focus on controls and risk to assure that any automations have exception based checks to reduce risk to the client. My roles at JP Morgan were similarly focused, but with a more specific focus on fixed income trading directly supporting the securitized products and rates desks. I have also worked extensively in development and change management as a function of my roles. In my current role I was responsible for building out a client QA process to test releases, managing the rollout of a move to a new in house back end database, and running our ongoing development prioritization process between the business and development teams. In my previous roles I have led the launches of various new systems and the projects around migrating from their legacy predecessors.I am a proven leader who is more than willing to still roll up my sleeves to support my team and also go above and beyond within the wider organization and help support its success.

Experience

1. Managing Director- Middle Office

   HedgeServ

   Dec 2024 — Present · NY, US

   At Hedgeserv I currently wear multiple hats within the middle office organization. The client service team I manage is responsible for T reporting to clients, Trade capture, trade affirmation using ICELink, CTM, Traiana, and NYFIX, Pricing, new client launches, technology initiatives and due diligence and sales calls for our diverse client base. Our client\'s portfolio span multiple strategies and asset classes including Fixed Income, Equities, Listed and OTC Futures and Options, Vanilla and Exotic IRS, CDS, CDX, Bank Debt. I also am heavily involved on development efforts for the wider organization, including UAT testing, prioritization of JIRA\'s with the BA and Development teams, and managing firmwide communication for utilization of new functionality.Skills: Project Management · Problem Solving · Team Leadership · Bloomberg Terminal · Industry standards · Stakeholder Relations · SunGard · Microsoft Excel · Operational Efficiency · SQL · Client Services · Python (Programming Language) · Middle Office Operations · Business Administration · Operational Strategy · Third-Party Vendor Management · Manage Complex Projects

Education

• University at Albany

  Bachelor of Science, Major- Finance Minor- Economics

  1999 — 2003

Skills

• Risk Management
• Portfolio Management
• Swaps
• Settlement
• Back Office
• Fixed Income
• Trading
• Investment Banking
• Bloomberg
• Treasury
• Financial Risk
• Finra
• Bonds
• Trading Systems
• Abs
• Equities
• Management
• Financial Services
• Finance
• Electronic Trading
• Derivatives
• Middle Office
• Financial Analysis
• Securities
• Mbs
• Rates
• Capital Markets
• Securitization