Joe Szymusiak, CFA

Managing Director, Derivatives Sales & Trading @ Raymond James

Country

United States

City

Greater Chicago Area

Industry

Financial Services

Skill

Financial Analysis, Portfolio Management, Banking, Risk Management, Finance, Credit Analysis, Investments, Financial Modeling, Commercial Lending, Asset Management, Mortgage Servicing, Hedging, Financial Markets, Derivatives, Interest Rate Risk Management, Mortgage-Backed Security (MBS), Futures Trading, Options, Product Structuring

Experience

Managing Director, Derivatives Sales & Trading

Raymond James

2020-8 - Present · 6 yrs 2 mos

Chicago, Illinois, United States

Derivatives Sales & Trading

Managing Director, MB Treasury Group - MSR Portfolio Manager

MB Financial Bank

2016-8 - 2019-7 · 3 yrs

Chicago, IL

Managed the interest rate hedging program of the Bank's $290MM Mortgage Servicing Rights (MSR) asset, which represents over $22 billion in unpaid principal balance. Designed and executed trading strategies utilizing swaps, swaptions, TBAs, and exchange traded futures and options to mitigate duration and convexity exposure.

Managing Director, MB Capital Markets Group

MB Financial Bank

2012-4 - 2019-7 · 7 yrs 4 mos

Chicago, IL

Supervised the bank's interest rate derivative sales & trading program, managing bank and client interest rate risk hedging strategy formation, analysis, product structuring and trade execution.