Greater Hartford
Multi-sector fixed income portfolio manager with experience in investment grade and high yield corporate bonds, agency and non-agency MBS, and ABS.
-Conducted due diligence interviews and analysis of various equity, fixed income, and alternative asset class managers. -Developed and executed asset allocation targets on behalf of institutional clients. -Published quarterly and monthly portfolio commentary updates for clients.
• Worked directly with Portfolio Manager who has more than $8B in AUM • Identified, screened and analyzed fixed income investment alternatives. • Restructured and implemented duration requirements to meet investment policy statements for several institutional clients. • Developed a user-friendly excel workbook to aggregate real-time market information and enhance the portfolio management process. • Created and published monthly and quarterly market commentary for internal and external client distribution.
• Redesigned client and prospect relationship system to provide more personalized communication and improve accuracy in correspondence. • Developed model portfolios and performance composites for 8 distinct investment strategies. • Pioneered new customized fact sheets for all proprietary investment strategies. • Regularly demonstrated strong academia and convincing verbal and written communication skills while participating in client review meetings.