Investment and Portfolio Management, Equity and Mutual Fund Research, Fund Valuations and Operations. Experienced in the capital market, portfolio management and investment accounting fields with thorough and practical knowledge from trading desks to back-office computation of NAV (net asset ...more

Investment and Portfolio Management, Equity and Mutual Fund Research, Fund Valuations and Operations. Experienced in the capital market, portfolio management and investment accounting fields with thorough and practical knowledge from trading desks to back-office computation of NAV (net asset value). Portfolio management expertise in domestic equity markets and mutual funds with proven ability to analyze and strategize for changing market and economic environments. • Portfolio Management in equities, equity funds (ETFs, mutual funds, hedge funds) • Institutional - level trading expertise with multimillion-dollar trades ($10 million to $200 million) • Expertise in trading and valuing equities, futures, swaps, options and ETFs • Principal Finance Manager for Fund family • Proficient with Bloomberg and Excel • Extensive knowledge of leveraged long and short, or inverse, funds • Integrate Front, Middle and Back Office Operations • Compliance with SEC, Funds' Prospectus and SAI requirementsless