managing director head of global equities resume example with 10+ years of experience
- Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
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- linkedin.com/in/reed-Claire-5073b211
Innovative senior level investment professional with a demonstrated experience in the financial services industry for over 25 years. Accomplished Global Asset Manager, Chief Investment Officer, Portfolio Manager, Investment Consultant, Research Analyst, Asset Allocator, and Risk Manager. Proven exceptional performance history as a Lead Portfolio Manager in global equity, international equity, emerging markets equity, and small to mid-cap U.S. equity strategies. Highly experienced in fundamental analysis, quantitative analysis. Adept at incorporating top-down macro analysis with company specific bottom-up research. Dedicated leader and team player, collaborative in approach. Motivated by strong business acumen, ability to work independently, and ability to utilize managerial abilities in a team environment. Fully committed to excellence in business.
Nuveen Asset Management – City, STATE
- Strategically managed the Global/International Equity Team including offices in Memphis, TN, Santa Barbara, CA, and Minneapolis, MN
- Acquired the lead portfolio manager role on 5 strategies totaling approximately $1.5 billion in AUM; strategies included international, emerging markets, global, and small-mid cap
- Developed the flagship international growth equity strategy from ~ $500 million to over $1 billion in AUM; outperformed the index by approximately 200 basis points per annum
- Supported a new emerging markets equity mutual fund as lead portfolio manager; outperformed the index by over 800 basis points in our first year
- Provided leadership and mentorship to junior investment professionals resulting in several promotions from junior to senior analyst and from senior analyst to portfolio manager
- Led the design and build out of an extensive international quant model covering 7,000+ stocks with a sophisticated proprietary ranking system across countries and industries
- Implemented new investment policies that reduced volatility, enhanced risk controls, and created more reliable investment performance
- Hired and trained analysts and amicably resolved a legacy problem employee situation ultimately creating a more positive and productive team culture
- Gleaned invaluable insights from conducting hundreds of face-to-face due-diligence meetings with top corporate executives from companies worldwide
- Authored market and economic commentaries providing important information for clients
Tradewinds Global Investors – City, STATE
- Performed role of lead portfolio manager on several international, global and domestic strategies
- Doubled assets in targeted small cap and emerging markets strategies during tenure
- Conducted fundamental research, risk-management, and quantitative analysis
- Attained position as an advisory member to the Tradewinds Legacy Strategy Investment Committee
- Appointed to the firm's Operating Oversight Committee by the president of Tradewinds and provided invaluable insight, analysis and operational recommendations which led to recovering significant asset losses and improving performance across numerous products
SECTOR CAPITAL MANAGEMENT – City, STATE
- Managed and developed the boutique investment management firm, offering highly customized investment solutions
- Led day-to-day operations while leading the firm's investment committee and functioning as lead portfolio manager and head equity analyst
- Spearheaded numerous investment strategies including international, global, emerging, and domestic markets
- Utilized strategies such as ESG/SRI strategies
- Earned the role of lead PM on the firm's flagship strategy; designed and created several new strategies which diversified and grew the firm's offerings and AUM
- Provided instrumental role in turning the firm around post 2008 credit-crisis, stabilized the business, added new products, improved performance and succeeded in attracting an acquisition
The Wharton School of Business - Pennsylvania
University of Memphis - Memphis, TN
GPA: 3.9/4.0
University of Memphis - Memphis, TN
GPA: 3.5/4.0
Graduated Magna Cum Laude with Honors in Business
- Accumulated 4 years of experience in research and portfolio management at one of the world's largest global investment companies
- Performed roles as a partner and senior investment consultant at one of the largest investment consulting firms in the mid-south for 12 years
- Served as a partner to a boutique private equity consulting firm for nearly 2 years
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Resume Overview
School Attended
- The Wharton School of Business
- University of Memphis
- University of Memphis
Job Titles Held:
- Managing Director, Head of Global Equities
- Managing Director | Portfolio Manager
- Owner | President & Chief Investment Officer
Degrees
- Certified Investment Management Analyst (CIMA)
- Master of Business Administration (MBA)
- Bachelor of Business Administration (BBA)
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