Patrick Roy
Boston,MA
Summary
Experienced data-driven finance professional with a background in fixed income trading, risk analytics, and regulatory compliance. Demonstrated ability to optimize trading workflows, streamline risk supervision, and create financial models using SQL, Alteryx, and RPA tools. Extensive knowledge of electronic trading platforms, process automation, and risk oversight, aligning perfectly with BlackRock's Aladdin focus on investment and risk technology.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
4
4
Certifications
Work History
Associate, Bond Beacon Support
Fidelity Investments
Boston, MA
01.2024 - Current
- Facilitate the execution of fixed-income trades for Treasuries, corporate bonds, municipal bonds, and structured products while supporting Registered Investment Advisors (RIAs) through Bloomberg and internal trading platforms
- Enhance risk analytics and trading processes for Bond Beacon by collaborating with product and technology teams to improve execution efficiency, strengthen risk controls, and optimize data integration
- Manage relationships with counterparties and ensure liquidity by maintaining accurate bid/offer pricing and facilitating seamless trade execution through automated market data feeds
Associate, Management Controls
Fidelity Investments
Boston, MA
09.2022 - 01.2024
- Led transformation of six fixed-income supervision rules, reducing time-to-market by 50% through data-driven risk modeling, automation, and enhanced compliance oversight
- Developed automated supervision workflows and built an RPA-driven compliance tool, integrating 800+ reports, eliminating manual tasks, and strengthening trade oversight, risk monitoring, and regulatory reporting
- Optimized trading surveillance for 10+ desks and managed secure system access, improving supervision workflows, regulatory compliance, and protection of non-public holdings data
Risk Analyst
Fidelity Investments
Boston, MA
06.2020 - 08.2022
- Conducted proactive risk assessments for the Health Care Group (HCG), identifying process inefficiencies in SLA compliance reporting; found 90% of Health & Wellness clients noncompliant, leading to corrective process improvements
- Developed Alteryx-driven audit workflows for the Health Savings Account (HSA) product team, detecting and correcting overbilling errors affecting 1,000+ participants quarterly
- Assessed financial and regulatory risks in HSA and Reimbursement Account (RA) operations, designing risk control matrices and process flow models to strengthen compliance and reduce financial exposure
Education
Master of Science - Applied Economics
Boston College
Chestnut Hill, MA 05.2022 - Current
Bachelor of Science - Business Administration: Finance & Accounting
University of New Hampshire
Durham, NH 09.2016 - 05.2021
Skills
- SQL
- Alteryx
- Tableau
- R Studio
- Blue Prism
- RPA Automation
- Fixed Income
- Electronic Trading Platforms
- Compliance
- Regulatory Reporting
- Risk Oversight
Certification
Registered Product Owner
Timeline
Associate, Bond Beacon Support
Fidelity Investments
01.2024 - Current
Associate, Management Controls
Fidelity Investments
09.2022 - 01.2024
Master of Science - Applied Economics
Boston College
05.2022 - Current
Risk Analyst
Fidelity Investments
06.2020 - 08.2022
Bachelor of Science - Business Administration: Finance & Accounting
University of New Hampshire
09.2016 - 05.2021
Registered Product Owner
SIE
Series 7
Series 63
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