Developed and established the risk management policies and procedural framework for a large asset management firm, then continued to monitor performance and investment risks utilizing advanced risk metrics, across all markets: fixed income, derivatives, equities and alternative asset portfolios. ...more

Developed and established the risk management policies and procedural framework for a large asset management firm, then continued to monitor performance and investment risks utilizing advanced risk metrics, across all markets: fixed income, derivatives, equities and alternative asset portfolios. Additionally, incorporated a transplantable labor-based macroeconomic strategy which advanced the firm’s EVEST Advisor ranking from Middle to First Quartile. Launched, raised assets and became Product Specialist to several Hedge Fund strategies in fixed income, equities, currency and commodities. My expertise in fixed income, equities, derivatives and risk management, as well as my proficiency simplifying and communicating complex strategies to clients, demonstrates my skill as a Product Specialist / Product Manager. I also educated the sales and marketing teams on product characteristics, performance records and set strategic direction for new products. Additionally, I evaluated the viability of various investment strategies that the firm was considering partnering with. As the firm’s Investment Analyst, I provided data analysis and insight into fund performance analytics and marketability. My core set of skills include fundamental analysis, utilizing Ex Post and Ex Ante Risk Measures and Methodologies including Scenario Analysis, Stress Testing, Value at Risk (VaR) as well as Fund Performance Measurement and Risk Management Applications: MSCI Barra, Bloomberg, Barclays Point System and Yield Book. Registered Series 3, Series 7, Series 65 and Series 63.less