Jean-Marc Nosbusch

Analytical finance professional with experience across budgeting, forecasting, and financial analysis, built through portfolio management, institutional trading, and fund operations. Builds financial models and executive reporting systems from scratch in advanced Excel, translating complex fiscal data into clear, decision-ready recommendations for leadership. Active member of the California Army National Guard Officer Candidate Program holding an active Secret Security Clearance.

Senior Trader & Analytics at Steward Partners (2026-03 – 2026-07)

• Automated the account rebalancing workflow, reducing execution time ~95% (≈1 hour to minutes) across large amount of client accounts.
• Overhauled daily, weekly, and monthly reporting from scratch, standardizing outputs and cutting manual effort.
• Built a tax projections model and forecasting tools supporting portfolio planning and capital allocation across HNW accounts.
• Developed executive dashboards tracking budget-to-actual variance, cash flow, and operational performance.
• Presented analytical findings and recommendations to senior leadership as clear, actionable insights.

Partner at Crescent Bay Capital Management (2024-02 – 2026-02)

• Owned forecasting, cost/return modeling, and analytics for option strategies — sizing, attribution, and scenario analysis.
• Built Excel financial models evaluating strategy returns, volatility, and contribution margin across portfolios.
• Produced investment and financial reporting packages for clients and investors from complex data.
• Managed portfolio risk and built reporting infrastructure automating audit trails, performance, and exposure tracking.

Sales Trader & Analytics at Macquarie Capital India (Agency) (2021-11 – 2024-01)

• Built Excel models on exposure, liquidity, and allocation while executing institutional block/basket trades in Indian equities.
• Produced performance attribution and post-trade analysis for portfolio teams and senior-management performance reviews.
• Partnered with portfolio managers, institutional clients, and senior executives to understand their portfolio and trading objectives, tailoring execution strategy, market analysis, and performance reporting to meet their needs.

Electronic Trading & Financial Analytics at Virtu Financial (Agency) (2019-06 – 2021-08)

• Managed client coverage and electronic trading across 12 APAC markets, pairing client service with execution optimization.
• Built automated analytics on slippage, liquidity, and execution quality, delivering cost/performance reviews to desks.
• Partnered with desks to evaluate order-routing and execution ROI, improving trade outcomes and cost efficiency.

Fixed Income Operations & Analytics at JP Morgan (2017-09 – 2019-06)

• Performed P&L review, exposure monitoring, reconciliation, and risk controls across institutional fixed-income desks.
• Managed full trade-lifecycle operations allocations, settlements, corporate actions across fixed-income products.

B.S. in Economics & Political Science (Double Major) – Texas Christian University (2016-12)