Eric Light
Director of Investments and Trading at TCG, a HUB International Company- Claim this Profile
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Bio
Credentials
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Series 63
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Series 65
FINRA -
Series 7
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Experience
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TCG, a HUB International company
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United States
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Financial Services
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1 - 100 Employee
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Director of Investments and Trading
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Sep 2018 - Present
• Manage team of portfolio managers and traders. • Lead the institutional investment and cash management program responsible for ~$3 bn AUM of investments across over 50 government and corporate clients. • Oversee investment models and portfolio allocations for ~$2 bn AUM in the Institutional, Private Wealth and Defined Contribution lines of business. • Lead the Investment Committee to drive asset allocation optimization across the entire client base. • Regularly engage private wealth and institutional clients in advisor support role as the internal fixed income and alternatives specialist. Show less
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Bank of America
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United States
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Banking
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700 & Above Employee
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Fixed Income Trader
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Aug 2009 - May 2018
I left this position voluntarily in good standing in order to pursue opportunities in Austin, TX. As a member of the Agency Trading Desk, I was responsible for orderly distribution and secondary trading of U.S. Government Sponsored Enterprises. I worked closely with the issuers of the debt by providing timely market color and guidance on coming to market with new debt. I provided customized portfolio enhancement ideas to a variety of clients including municipalities, Fortune 500 corporations, and Central Banks throughout the world. I also helped to create the yearly business plan and financial projections and mentored multiple junior traders on the trading desk. Show less
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Process Engineer/Operations/Financial Analysis
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Jun 2002 - Jun 2007
As a Process Engineer in the project department from 2002-2004, I led cross functional teams in development of refinery improvement projects ranging from $1-5 million. I earned a Shell Leadership Award for successful completion of 3 projects within my first year that resulted in a combined $1 million+ annual savings to the refinery. I worked as an Operations Engineer from 2004-2006 which entailed providing daily operations guidance for multiple refinery units. I also developed and executed a new electricity purchasing strategy that resulted in significant annual savings and coordinated and analyzed the annual ~$300 million natural gas purchasing strategy for the refinery. My final position from 2006-2007 involved the Financial Analysis and Planning area were I benchmarked and analyzed refinery financial performance on a monthly basis. In this role I worked closely with senior refinery executives to develop the refinery’s annual 5-year business plan and helped present the plan to our limited partner. Show less
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Education
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2007 - 2009
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General -
1998 - 2002
Vanderbilt University
Bachelor of Engineering (B.E.), Chemical Engineering
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