Lindsey Montoya Dagley

About Lindsey Montoya Dagley

Prime Brokerage Specialist focused on hedge fund onboarding and infrastructure, margin optimization, vendor integration, cross-functional coordination focused on expanding the firm\'s prime brokerage operations, negotiating new margin terms and establishing new relationships with prime brokers.

Experience

1. Prime Brokerage Lead - Collateral Management Optimization (Trade Floor Ops)

   PIMCO

   Apr 2022 — Present · Austin, TX, US

   Own the design and execution of the Prime Brokerage platform, translating trading, leverage, and risk requirements into scalable operating models across multiple prime brokers and strategies.Lead cross‑functional delivery of Prime Brokerage transparency for the trade floor, including reporting that exposes broker‑level exposure, funding limits, and account economics to inform real‑time trading decisions.Drive Prime Broker relationship optimization, partnering with Legal, onboarding, and external brokers to improve agreement terms, increase leverage and stock‑loan optionality, and reduce counterparty and concentration risk.Serve as the execution point between investment teams and infrastructure, proactively identifying structural gaps in onboarding, collateral management, and account setup and delivering solutions before they constrain trading or growth.Build durable, scalable Prime Brokerage operations, reducing key‑person risk through documentation, standardization, and process improvements while supporting new strategies and evolving product structures.

Education

• Soonchunhyang University

  Exchange Student: International Business & Politics, Korean Language

• Sam Houston State University

  Bachelor of Business Administration - BBA, Economics

• Momoyama Gaukin University

  Exchange Student: International Business

• China University of Mining & Technology, Beijing

  Exchange Student, Development Economics and International Development

Skills

• Expediting
• Freight Forwarding
• Sql
• Management
• Project Management
• Bid Preparation
• Benefits Administration
• Bid Pricing
• International Trade
• New Client Implementation
• Research
• Economic Development
• Program Management
• Supply Chain Management
• Encryption Software
• Customer Relations
• Logistics
• Training
• Recruiting
• Economics
• Powershell
• International Business
• User Acceptance Testing
• Requirements Analysis
• English
• Python
• Event Planning
• Ltl
• Interpersonal Skills
• Transportation
• Event Management
• International Logistics
• Public Speaking
• System Testing
• Business Requirements
• Customer Service
• Microsoft Word
• Salesforce
• 3pl
• Business Process Improvement