Experience

Pacific Income Advisers

• United States
• Investment Management
• 1 - 100 Employee

• Vice President Client Services

  • Oct 2004 - Present

  • Experience with different reporting perspectives and ability to creatively dimension the portfolio to highlight portfolio anomalies: industry breakdown, credit quality ratings, duration distributions and maturity distributions. • Monitor and maintain portfolio compliance with agreed upon absolute and benchmark relative risk guidelines (VaR, Tracking Error, Stress Tests). • Quantitative experience with credit products reporting and metrics including: Yield, Spread, Duration, etc. • Knowledge of relevant reporting outputs and metrics including, scenario analysis, performance reporting, risk metrics and portfolio characteristics. • Prepare a large number of ad hoc and standardized monthly and quarterly reports, participate in the research, design and creation of new reports as needed. • Work with portfolio managers, research analysts and traders in the portfolio construction process, portfolio reviews and market updates. • Competitor analysis using analytical tools for product competition, positioning and providing research pieces designed to illustrate the benefits of the firm’s investment strategies. • Interface with institutional and plan sponsor analysts regarding portfolio positioning, performance attribution and investment outlook. • Support the Director of Marketing in national and regional business development efforts within the Institutional Separate Accounts, SMA and Mutual Funds space. Coordinate all types of account transitions. • Responsible for initiating and completing all RFPs, RFIs, DDQs, consultant questionnaires and databases. Show less



Oakwood Capital Management

• Senior Client Service Associate

  • Feb 2003 - Sep 2004

  • Provided client service and marketing support to Client Service Executives. • Responsible for account set-up process and developing benchmarks, investment guidelines and restrictions. • Prepared monthly client data including portfolio characteristics, holdings and related benchmarks. • Provided monthly and quarterly performance reports to clients and consultants • Provided client service and marketing support to Client Service Executives. • Responsible for account set-up process and developing benchmarks, investment guidelines and restrictions. • Prepared monthly client data including portfolio characteristics, holdings and related benchmarks. • Provided monthly and quarterly performance reports to clients and consultants



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Senior Investment Associate

  • Nov 1998 - Jan 2003

  • Provided client service and marketing support to Senior Investment Officers. • Performed portfolio analysis, created asset allocation models and portfolio characteristics. • Re-balanced portfolios and responsible for trade execution and allocations of all investment accounts. • Prepared and distributed monthly and quarterly performance reports and portfolio characteristics to clients. • Gathered financial data regarding economic trends and company specific information. • Provided client service and marketing support to Senior Investment Officers. • Performed portfolio analysis, created asset allocation models and portfolio characteristics. • Re-balanced portfolios and responsible for trade execution and allocations of all investment accounts. • Prepared and distributed monthly and quarterly performance reports and portfolio characteristics to clients. • Gathered financial data regarding economic trends and company specific information.