Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
Professional Summary
Experienced financial professional with eight years of experience in global client strategy, financial markets and fundraising. Motivated and collaborative leader with a proven track record in building and distributing innovative products, partnering across teams to deliver best-in-class solutions to clients and understanding complex financial markets and strategies. Passionate about the next frontier of investing and it's ability to empower individuals across the globe.
Skills
Bloomberg
Business development expertise
Relationship building and management
Revenue generation
Project management and development
MS Office
Presentation skills
Advanced financial analysis
Strategic planning
Capital raising
Work History
09/2017 to CurrentSystematic Fixed Income Product StrategistPanjiva | Virtual, OH,
Partner with Portfolio Management, Institutional Client Business (ICB) and US Wealth Advisory (USWA) to provide clients and prospects connectivity and transparency to the systematic investment process, primarily responsible for alternative strategies including the $5bn Fixed Income GlobalAlpha (FIGA) hedge fund and the $2bn Systematic Multi-Strategy (SMS) mutual fund.
Lead strategist responsible for growing assets in SMS by over $2bn in 2020 resulting in approximately $20mn of revenue making the fund the top selling Morningstar Multialternative fund in 2020.
Client-facing professional responsible for timely and insightful market and portfolio insights to existing clients and prospects, resulting in over 300 client engagements over the past two years.
Responsible for developing and implementing a business plan and distribution strategy to commercialize our strategies and platform across the various client channels within BlackRock including registered investment advisors, wirehouses, independent broker dealers, family offices, foundations, endowments, consultants and corporate and public pensions.
Develop new and innovative products based on current market environments and clients’ needs including a global version of the SMS product that can be bought by clients across EMEA, Asia and Latin America.
Build relationships with senior members of the firm across sales, strategy, portfolio management, portfolio solutions and marketing to differentiate our team, platform and products and to educate clients and efficiently distribute our solutions.
Mentor and lead younger members of the product strategy team by highlighting best practices and sharing experiences.
Participate in SFI’s thought leadership publications including our team’s quarterly outlook and publication ‘By the Numbers’.
06/2015 to 08/2017US Wealth Advisory Product Development Als Limited | Everett, WA,
Responsible for the oversight of BlackRock’s US fixed income mutual fund products accounting for over $80B in assets.
Lead project manager for all aspects of mutual fund launches, restructures and enhancements, including idea generation and development, product proposal and implementation.
Prepare presentations and materials for the mutual fund Board of Directors to obtain approvals for fund enhancements and launches.
Complete and present competitive analysis as it relates to fund positioning and pricing to senior managers throughout US Wealth Advisory.
Work alongside senior managers to determine US Wealth Advisory market share and revenue goals and provide the best investment solutions available to retail and institutional investors.
Launched two socially responsible mutual funds, an equity and debt fund, to provide clients with ESG and impact objectives and strong risk-adjusted returns
Restructured a securitized product into an income focused product offering in response to clients' desire for income producing strategies .
Lead project manager that reduced fees across fixed income mutual funds to improve the platform’s value proposition and provide better outcomes for clients.
01/2013 to 06/2015Account ManagerBloomberg L.P | City, STATE,
Responsible for 34 sell side firms with approximately 430, subscribers accounting for $787,000 a year in revenue.
Worked across departments (Product, Sales, Specialist, R&D, Trading Systems) to launch product initiatives and strategies to increase clients’ efficiency, profitability and effectiveness.
Established and fostered relationships with senior management at all firms, including heads of desks, departments, and asset classes, clearly communicating Bloomberg’s value to their overall business.
Became a consultative partner with clients to provide ancillary product assistance in areas such as risk management, order management systems, trading systems, and compliance tools.
Beat sales goal by 200% through partnering with my clients, understanding their complex workflow needs, and delivering a unique and creative solution to maximize their efficiency.
10/2012 to 01/2014AnalystBloomberg L.P | City, STATE,
Supported an average of 30 clients a day providing custom solutions to unique client needs with our proprietary analysis tools, specializing in equity portfolio management and derivative functionality.
Wrote weekly reports and presented in team meetings to identify macroeconomic trends, market moving events, and industry specific data to equip team with appropriate knowledge and tools to assist our clients.
Critically solved complex client inquiries in a timely manner and educated clients on various Bloomberg tools and solutions while achieving greater than a 98% quality score for the year 2013.
Education
Expected in 2012Bachelor of Science | Finance and MarketingSyracuse University, Syracuse, NYGPA:
Martin J. Whitman School of Management
Finance and Marketing, Cum Laude, 3.66 GPA
Dean’s List: Fall ’08, Fall ’09, Spring ’10, Fall ’10, Spring ’11, Fall ’12, Spring ‘12
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