Samuel Shen
Vice President - Lead ETF CR/RD Trader at Macquarie Group | New York, New York, United States
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Samuel Shen currently serves as the Vice President and Lead ETF Create and Redeem Trader at Macquarie Group, where he plays a pivotal role in the execution and management of exchange-traded fund (ETF) operations. With a robust background in investment operations, Samuel is adept at navigating the complexities of ETF trading, particularly in the creation and redemption processes that are critical for maintaining liquidity and pricing efficiency in the market. His expertise is underscored by his Series 7, Series 63, Series 3, and Series 57 licenses, which equip him with a comprehensive understanding of the regulatory landscape and trading strategies.
At Macquarie Group, Samuel leads key projects aimed at optimizing trading workflows and enhancing operational efficiency. His proficiency in reconciliations and data management is complemented by his advanced skills in Microsoft Office Suite, particularly Excel, where he utilizes complex formulas and pivot tables to analyze trading data and generate actionable insights. Samuel's familiarity with SWIFT and TML systems further enhances his capability to streamline communication and transaction processes within the global trading environment.
In addition to his technical skills, Samuel is known for his strategic approach to problem-solving and his ability to collaborate effectively with cross-functional teams. His contributions not only ensure the smooth execution of ETF trades but also support the broader objectives of Macquarie Group in delivering innovative investment solutions to clients. As the ETF market continues to evolve, Samuel remains committed to leveraging his expertise to drive growth and enhance the firm's competitive positioning in the financial services industry.
Vice President - Lead ETF CR/RD Trader at Macquarie Group in June 2021 to Present
Vice President - PT Trader with a focus in ETF CR/ RD at Credit Suisse in March 2017 to June 2021
Equity Cash Trade Management Senior Operations Analyst at Credit Suisse in August 2015 to March 2017
Senior Operations Analyst at Credit Suisse in January 2012 to August 2015
Reconciliation & Analysis (Reconciliation Specialist) at Brown Brothers Harriman in July 2011 to December 2011
Real Estate Inspector at Rising Sun Management in September 2009 to June 2011
Driver Helper at UPS in November 2010 to December 2010
Cook at A bar a Ranch in June 2010 to September 2010
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Reconciliations
Microsoft Office
Excel
Word
Access
PowerPoint
SWIFT
TML
Investment Operations
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Discover more about Macquarie GroupWhat is Samuel Shen email address?
Email Samuel Shen at [email protected] and [email protected]. This email is the most updated Samuel Shen email found in 2026.
What is Samuel Shen phone number?
Samuel Shen phone number is +18473402853 and +14692661997.
How to contact Samuel Shen?
To contact Samuel Shen send an email to [email protected] or [email protected]. If you want to call Samuel Shen try calling on +18473402853 and +14692661997. (updated on November 04, 2024)
What company does Samuel Shen work for?
Samuel Shen works for Macquarie Group
What is Samuel Shen's role at Macquarie Group?
Samuel Shen is Vice President - Lead ETF CR/RD Trader
What industry does Samuel Shen work in?
Samuel Shen works in the Financial Services industry.
Samuel Shen Email Addresses
Samuel Shen Phone Numbers
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