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Investment Manager Resume Example

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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
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.
Trader - Portfolio Funding and Analytics, 05/2004 to 03/2010
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.
Senior Associate, 04/2000 to 05/2004
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.
Supervisor, International Fund Accounting, 08/1997 to 03/2000
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.
Education
MBA: Finance, 2000
Temple University - City, State
Bachelor of Science: Finance, 1992
Drexel University - City, State
High School DiplomaSt. Joseph's Preparatory School - City, State
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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

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