Andrew Searle

Results-driven Global Markets & Banking Associate with 5+ years of experience in trade support, risk management, regulatory compliance, and operational automation in financial services. Leveraged AI and process automation to eliminate manual touchpoints for 70% of daily trade volume while partnering with compliance teams to develop reporting that reduces risk exposure by approximately $30MM weekly. Proven expertise in collateral management, reconciliations, and cross-functional collaboration to drive efficiency and mitigate operational risk.

Global Markets & Banking Associate at Goldman Sachs (2022-10 – Present)

Global Markets & Banking Associate responsible for regulatory compliance, risk management, operational automation, collateral management, and trade support.

• Partnered with Managing Directors and senior stakeholders on regulatory compliance, risk controls, and data reconciliation across Global Markets and Banking operations
• Designed and implemented AI-driven automation and Excel-based models, eliminating manual touchpoints for 70% of daily trade volume, reducing processing errors by 95%, and saving 45 minutes daily
• Managed daily oversight of $2B+ in collateral margin, ensuring accurate margin calls, reconciliations, settlements, and post-trade processing
• Collaborated with compliance teams to develop automated reporting solutions that minimized operational and regulatory risk exposure by approximately $30MM per week
• Led process improvements, system enhancements, and workflow automation across Excel, SharePoint, and web-based platforms to enhance operational efficiency and scalability
• Executed client trade representation and monitored trade lifecycle management while developing controls and safeguards to mitigate risk
• Trained cross-functional global teams and standardized processes to improve consistency and reduce operational errors

Product Analyst at Morgan Stanley (2020-08 – 2022-10)

Product Analyst focused on client-facing presentations, product research, and client liaison activities.

• Prepared client-facing presentations, reports, and product documentation supporting investment strategies and client requirements
• Served as primary liaison between clients, service teams, and internal stakeholders to facilitate onboarding and ongoing product support
• Conducted product research, competitive analysis, and due diligence on financial products to inform strategic decisions
• Developed clear informational materials for client distribution, internal training, and official use while managing client inquiries on features, pricing, and options

Credit Analyst (Contract) at Bank of the West (2020-05 – 2020-08)

Credit Analyst supporting credit analysis, loan origination, and regulatory compliance processes.

• Supported credit analysis and loan origination processes for SME and commercial loans
• Assisted with SBA PPP loan forgiveness applications, ensuring adherence to evolving regulatory guidelines and compliance requirements
• Maintained and updated SharePoint systems to distribute current regulatory documentation and policy changes to banking teams

Bachelor of Science in Finance – University of Utah – David Eccles School of Business (2020-12)