Investment Manager Resume Example
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.
Portfolio Management Asset Allocation Equities Fixed Income Asset/Liability Management | Due Diligence Risk Management Alternative Investments Real Assets Personnel Development |
Avangrid – Rosamond , CA
- 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.
Heidrick & Struggles – Stockholm , ME
- 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.
Morgan Stanley Investment Management – City , STATE
- 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.
The Vanguard Group – City , STATE
- Originated team and process that provided shadow accounting of offshore mutual funds.
- Supervised staff for special projects, such as annual wash sale adjustments.
Temple University - City, State
Drexel University - City, State
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
- Completeness
- Formatting
- Word choice
- Measurable results
- Strong summary
- Typos
Resume Overview
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
Similar Resumes
