Investment Manager Resume Example Drexel University

INVESTMENT MANAGER

Professional Summary

Well-established Investment Manager specializing in portfolio construction, asset allocation, and risk management. Rebuilt the endowment portfolios over the past eight years to achieve long-term return targets while managing risk levels to more effectively fund the portfolio liabilities.

Skills

Portfolio Management

Asset Allocation

Equities

Fixed Income

Asset/Liability Management

Due Diligence

Risk Management

Alternative Investments

Real Assets

Personnel Development

Work History

Investment Manager, 03/2010 to Current
Drexel University – Philadelphia, PA

Direct the efforts of the Drexel University Investment Office in the construction and ongoing management of two endowment pools and one defined benefit asset pool, totaling $760 million.
Responsible for: asset allocation research and recommendations, due diligence for all marketable public and alternative asset managers, portfolio cash forecasting and management, risk monitoring, annual audit process, financial and performance reporting, overseeing trade execution, investment document review, hiring and development of all junior staff members.
Delivered excess returns versus portfolio benchmark for trailing one-, three-, and five-year periods.
Instrumental in the process of monetizing internally held real estate parcels in University City.
Manage asset allocation for affiliate defined benefit asset pool to allow for immunization of liabilities.
Established formal due diligence process for all new and existing investment managers.
Adjunct Professor, LeBow College of Business, Investment Securities and Markets.

Trader - Portfolio Funding and Analytics, 05/2004 to 03/2010
ING Direct – Wilmington, DE

Coordinated the portfolio analytics functions for the bank's $51 billion investment portfolio.
Developed credit analysis process for the non-agency mortgage backed securities portfolio. Prevented realized losses by recommending sale of certain investments before credit deterioration was fully captured in the market price.
Established process for valuation of thinly traded mortgage backed securities to ensure reasonable valuation through the Global Financial Crisis.
Managed the overnight investment of excess portfolio cash, generating the highest possible returns given the appetite for credit and counterparty risk.

Senior Associate, 04/2000 to 05/2004
Morgan Stanley Investment Management – West Conshohocken, PA

Instituted process for valuation of thinly traded securities with high yield portfolio management team.
Provided shadow accounting for internal mutual funds, identifying and researching discrepancies versus external fund accounting firm.
Managed one analyst in portfolio administration support.

Supervisor, International Fund Accounting, 08/1997 to 03/2000
The Vanguard Group – Malvern, PA

Originated team and process that provided shadow accounting of offshore mutual funds.
Supervised staff for special projects, such as annual wash sale adjustments.

Education

MBA: Finance, 2000
Temple University - Philadelphia, PA

Bachelor of Science: Finance, 1992
Drexel University - Philadelphia, PA

High School DiplomaSt. Joseph's Preparatory School - Philadelphia, PA

Resume Overview

Companies Worked For:

Drexel University
ING Direct
Morgan Stanley Investment Management
The Vanguard Group

School Attended

Temple University
Drexel University
St. Joseph's Preparatory School

Job Titles Held:

Investment Manager
Trader - Portfolio Funding and Analytics
Senior Associate
Supervisor, International Fund Accounting

Degrees

MBA : Finance , 2000
Bachelor of Science : Finance , 1992
High School Diploma

Investment Manager Resume Example

Resume Score: 80%

DISCLAIMER

Resume Overview

Create a job alert for [job role title] at [location].

Similar Resumes