Research and Analysis
Investment Manager Research
Created unique discretionary portfolios which included income, growth, and long/short strategies. Develop and revise process for security selection and management utilizing tactical asset allocation, technical analysis, and fundamental research. Identify new investment strategies by testing quantitative filters on economic and financial data.
Presented investment opportunities and risk factors to investment committee. Composed market commentary and portfolio performance summaries. Managed multi-custodial and sub-advisory relationships. Ensure accurate trade execution by approving trades and reviewing portfolio activity.
Accurately calculated fixed income market levels and executed orders. Traded and managed bond supply while actively marketing fixed income investments to Financial Advisors. Built and maintained relationships with corporate bond dealers and traders.
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