Content Specialist, CFA, FRM Resume

SUMMARY:

Versatile former portfolio manager and research analyst who can credibly advocate differentiating nuances of investment capabilities and processes to external audiences and internal constituencies. Entrusted with full investment and operational authorization as #2 executive at 10 person RIA and highest trading risk clearance at leading hedge fund. Effective proxy for key investment staff who has developed, closed and maintained relationships with Forbes 400 family offices, $1b+ institutional accounts and private clients. Can apply multi - asset class security and manager selection experience in alternative and traditional strategies to identify current investment opportunities.

Confidential

Content Specialist, CFA, FRM

Create, edit and improve content for our market leading learning solutions (study guides, mock exams and videos)
Manage Question of the Day lead generation product.
Participate in product strategy, marketing, production, multi-media, M&A and classroom operations strategies.
Moderate global webinars and tutor students in group and one-on-one sessions during live classes and office hours.

Confidential

Sales Associate (part-time)

Signed up dozens of targeted hedge fund analysts and portfolio manager to join buy-side research platform.

Confidential

Private Wealth Management

Investment Analytics consultant for $100mm+ relationships. Senior Vice President equivalent.
Responsible for GIPS compliant performance analysis and monitoring of $12 billion of multi-manager and internally managed assets in traditional and alternative strategies for institutional and high net worth clients.
Analyzed and maintained composites for 40+ outside fund managers and internal investment strategies by style, and performed attribution and volatility analysis relative to benchmarks for Chief Investment Officer.
Helped win $300 million AUM account by designing custom software according to RFP requirements.
Participated in investment committee and staff meetings for $4b AUM relationship.
Directed team of four analysts while overseeing monthly performance and risk reporting
Primary bank reporting contact for all hedge fund and fund of funds relationships.
Responsible for maintenance of all model portfolios, indexes and custom benchmarks.

Confidential

Relationship Manager

Initiated vendor relationships and evaluated 20+ investment analytic and asset allocation service providers for a 10 person single family office of Forbes 400 member to analyze and monitor hedge fund and private equity portfolios.

Confidential

Hedge Fund Analyst

Due diligence analyst for hedge fund of funds offering unique structured products in partnership with European investment bank. Met with hedge fund managers in all major strategies to determine investment style and process to gauge suitability for portfolio with Chief Investment Officer.

Confidential

Research Analyst

Analyzed and modeled trades, including spin-offs, IPO lock-up expirations and restructurings for Event Driven Arbitrage Group of multi-strategy hedge fund.

Confidential

Research Analyst

Performed fundamental analysis on largest equity derivative positions. Firm earned $58 million in 2001.
Responsible for identifying and analyzing entire universe of merger arbitrage and mandatory convertible arbitrage situations. Updated trading tools with relevant news and information that impacted spreads.
Judged gap risk 400 stocks in order to manage risk of equity volatility positions.
Maintained 100% accuracy in rating companies that were extremely unlikely to be takeover targets, enabling traders to successfully carry oversized positions and earn incremental profits.
Created and maintained multi-asset class private equity database to refine public markets M&A analysis
Helped design proprietary software that streamlined trading decisions for London and Chicago offices.

Confidential

Portfolio Manager/Research Analyst

Had complete investment and operational authority of $350 million AUM Registered Investment Advisor (RIA)
Manager and Co-Manager in stock, bond, real estate, and venture capital assets. Equity composite of accounts out-performed S&P 500 and Russell 2000 benchmarks since the firm’s inception in 1990.
Met with C-level executives of hundreds of companies to determine investment suitability.
Represented limited partner clients in private equity and venture capital partnerships.
Responsible for consultant relations, RFPs and GIPS performance measurement processes and reporting.
First employee hired by the firm. Trained, and directed nine investment and support staff.
Initiated firm’s presence in Charles Schwab’s AdvisorSource program, resulting in $25 million in new assets.

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