David Weir
Senior Portfolio Manager at KBC Fund Management Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
KBC Fund Management Ltd
-
Belgium
-
Insurance
-
1 - 100 Employee
-
Senior Portfolio Manager
-
Jul 2022 - Present
-
-
-
Belfius
-
Belgium
-
Financial Services
-
700 & Above Employee
-
Portfolio Manager
-
Nov 2012 - Jul 2022
- Managing a portfolio that consists of ABS, Covered Bonds, Sovereign Debt and Financial Institutions, PFI and Utilities - Trading and analysis of these positions on an ongoing basis, including purchases, switches and de-leveraging - Actively managed almost €6bln in sales over 2013 - 2016 - Developed, updated and maintained databases to monitor and track the overall portfolio - Presenting and preparing regular credit proposals and portfolio updates at Investment Committee which comprises of Bank Board Members, including the CFO and CRO based in Brussels - Developed strong relationships with external parties such as Investment Banks, Brokers and Central Banks Show less
-
-
-
-
Asset Management
-
Jul 2007 - Nov 2012
- Monitoring and analysing the performance of a portfolio of Structured Securities investments. - Developing and maintaining strong relationships with external parties including CLO Managers, Mortgage Originators and Servicers, Rating Agencies and the major Investment Banks. - Taking views on the performance of individual investments and developing strategies on the best course of work out for distressed investments - Responsible for the delivery of periodic reports to the Board Members of AIB Capital Market I was Assistant Manager in a team of 12 which actively and independently manages all Structured Securities deals post origination. Assets currently under management span Europe, US and Asia and total in excess of €1.6bln including CDOs, RMBS, CMBS & other ABS assets. Show less
-
-
-
BNY Mellon
-
United States
-
Financial Services
-
700 & Above Employee
-
Structured Finance Analyst
-
May 2005 - Jul 2007
- Analysing complex Structured Finance product (primarily CLOs) structures and legal documentation. - Defining reporting and other business requirements to model the deal - Liaising directly with client representatives to resolve documentation or modelling issues - Representing the Analytics group with sole responsibility for ensuring that deliverables are met on deal models and other projects I was responsible for analysing deal reporting requirements, programming reporting models and supporting existing models using Wall Street Office and/or MS Access. I was also responsible for managing all Analytics deliverables on particular deals or projects undertaken and ensuring that all deadlines were met and any issues escalated appropriately Show less
-
-
-
Marsh
-
United States
-
Insurance
-
700 & Above Employee
-
International Client Executive
-
Apr 2000 - Jul 2001
- Key Account Manager for international clients - Collection and analysis of underwriting information from local companies - Insurance policy issuance and customer service - Provision of financial information and advice to management This role involved liaising with the client to ascertain their requirements and ensure that we were able to source the product that would most meet their requirements. I also had to advise more senior management on the finer details of motor insurance polices so they could make decisions on larger portfolios Show less
-
-
-
Aviva
-
Insurance
-
1 - 100 Employee
-
Commercial Motor Underwriter
-
Jun 1998 - Mar 2000
- Organization and supervision of brokerage business - Participation in a project to start up a new Motor Fleet file database - Responsible for servicing of Motor Fleets of all sizes - Specialisation in underwriting of Commercial Vehicles Here is I dealt with various Insurance Brokers nationwide to provide quotations for their fleets of vehicles and various Commercial Motor policies. - Organization and supervision of brokerage business - Participation in a project to start up a new Motor Fleet file database - Responsible for servicing of Motor Fleets of all sizes - Specialisation in underwriting of Commercial Vehicles Here is I dealt with various Insurance Brokers nationwide to provide quotations for their fleets of vehicles and various Commercial Motor policies.
-
-
Education
-
The Institute of Banking
Special Investment Adviser, Professional Certificate in Asset Management, Distinction -
University College Dublin
Qualified Financial Advisor (QFA) -
Maynooth University
Masters, Computer Science -
University College Dublin
Honours, Bachelor of Business and Legal Studies