Kelly Smith
About Kelly Smith
Kelly Smith is a Director at UBS, with extensive experience in finance, particularly in closing Par and Distressed trades. She has held various leadership roles at notable financial institutions, including BNY Mellon, Citi, and Credit Suisse, and possesses strong expertise in settlement risk and balance sheet management.
Current Role at UBS
Kelly Smith serves as a Director at UBS, a position she has held since 2023. She operates remotely from London, England. In her current role, she focuses on various aspects of financial management and client service, leveraging her extensive experience in the finance sector.
Previous Experience at BNY Mellon
Prior to joining UBS, Kelly worked at BNY Mellon as a Vice President for a period of six months in 2022 to 2023. Her role was based in London, England, and she operated remotely. During her tenure, she contributed to the firm's operations and client services.
Career Background in Finance
Kelly Smith has a robust background in finance, having held various positions at notable institutions. She worked at Citi as a Vice President from 2014 to 2022, Strategic Value Partners as a Loan Closer from 2011 to 2014, and Merrill Lynch as a Vice President for ten months in 2004 to 2005. Additionally, she served at Citigroup as an Assistant Vice President for ten months in 2003 to 2004.
Expertise in Financial Markets
Kelly possesses extensive expertise in closing both Par and Distressed trades, particularly within the Loan Market Association (LMA) and Loan Syndications and Trading Association (LSTA) markets. She is knowledgeable in handling Restructurings, Trade Claims, and Stapled Securities, and has a strong focus on settlement risk and balance sheet management.
Technical Skills and Collaboration
Kelly is proficient in using Loans IQ and Clearpar systems. She collaborates closely with Compliance, Credit, Risk, Tax, and Product Control teams to ensure accurate trade recording and settlement. Her commitment to delivering high-quality client service is evident in her approach to her work.