Paul Zabaleta

About Paul Zabaleta

In a 20+ year career spanning leading global investment banks such as Merrill Lynch and Morgan Stanley, I have acquired extensive experience in driving sales and new business origination for complex investment product portfolios (including OTC/listed equity derivatives and synthetics) by cultivating and maintaining consultative relationships with major institutional clients across US, European, and Asian markets. This experience has equipped me with a deep understanding of the product and regulatory aspects of derivative and equities in these global markets as well as the ability to provide end-to-end advice on the legal, operational, reporting, and execution aspects of diverse asset classes.

Experience

1. Institutional Sales

   Cassini

   Oct 2024 — Present · NY, US

   Drive revenue growth by delivering Cassini’s advanced margin, collateral, and liquidity management analytics to hedge funds, prime brokers, and consultants.Partner with clients to optimize operational efficiency, streamline collateral processes, and reduce regulatory burdens.Enhance trade lifecycle visibility to lower operational drag on fund performance and improve resilience in volatile markets.Support clients in regulatory compliance through Cassini’s end-to-end solutions, allowing for better preparation and response to market demands.Build strong relationships and serve as a strategic advisor, helping clients achieve superior portfolio performance and operational control.

Education

• Rutgers University

  Bachelor’s Degree, Economics

Skills

• Prime Brokerage
• Derivatives
• Equity Derivatives
• Hedge Funds
• Equities
• Trading Systems
• Fixed Income
• Electronic Trading
• Alternative Investments
• Asset Management
• Capital Markets
• Bloomberg
• Equity Trading
• Financial Markets