Josh Balaban, Cfa
About Josh Balaban, Cfa
Josh Balaban is an Executive Director at UBS, specializing in NCL Credit COO. He has extensive experience in financial operations and has held various roles at prominent financial institutions, including Merrill Lynch, Credit Suisse, and Bank of America.
Current Role at UBS
Josh Balaban serves as the Executive Director, NCL Credit COO at UBS since 2023. He operates in New York, New York, United States, and is involved in overseeing credit operations. His role includes managing financial operations related to credit products, which encompass credit default swaps (CDS), bonds, and corporate loans. Balaban's strategic approach focuses on optimizing these operations to enhance efficiency and effectiveness.
Previous Experience in Financial Services
Prior to his current position, Josh Balaban held various roles in prominent financial institutions. He worked at Credit Suisse as Director, Business Manager (COO) for Fixed Income from 2016 to 2023. Before that, he served as Vice President, Business Manager (COO) for Fixed Income Emerging Markets from 2011 to 2016. His earlier experience includes positions at Bank of America and Merrill Lynch, where he gained foundational skills in financial analysis and operations management.
Education and Expertise
Josh Balaban earned a Bachelor of Science degree in Finance with a minor in Economics from Penn State University, where he studied from 2002 to 2006. He also attended West Windsor - Plainsboro High School North from 1998 to 2002. Balaban possesses strong expertise in derivative and repo forms of secured financings, and he has demonstrated a proven track record in conducting detailed analysis across Trading and Sales revenues and expenses.
Professional Skills and Strategic Focus
Balaban is recognized for his strategic mindset and ability to manage stakeholder relationships effectively. He acts as a trusted advisor to senior management in Trading, Sales, and Structuring, providing insights and strategic guidance. His focus on change management and operational optimization has contributed to successful cost-cutting initiatives and enhanced financial performance across various functions and locations.
Early Career Development
Josh Balaban began his career in finance as a Summer Finance Analyst at Citigroup Global Markets, Inc in 2005. He then transitioned to Merrill Lynch, where he worked as an Analyst from 2006 to 2007. His early experiences laid the groundwork for his subsequent roles in financial analysis and operations management, leading to his advancement in the industry.