Andrew Bekoff
Mount Laurel NJ 08054
Tel. 856-***-****
*******@*******.***
Seasoned Portfolio Manager and Strategist with a proven track record,
implementing and designing professional investment strategies
SUMMARY OF QUALIFICATIONS
. 10 Years of investment experience with focus on domestic and
international securities and ETF portfolios.
. Thorough understanding of currencies and commodity markets, portfolio
construction and quantitative concepts.
. Exceptional communication skills. Able to develop strong report with
management and coworkers.
PROFESSIONAL EXPERIENCE
FAMILY OFFICE GROUP LLC - New York, New Jersey and North Carolina (2007
-Present) PORTFOLIO MANAGER AND INVESTMENT STRATEGIST
. Construct and maintain a domestic and international portfolio with over
$200M AUM.
. Consult and direct research team in the development and implementation of
tools and strategies that improve the performance and efficiency of the
portfolio construction and maintenance.
. Ensure that portfolios are within risk tolerances and comply with client
and charter guidelines
. Develop a strong relationship with the sell-side, marketing teams and
provide new products..
. Served on the investment selection team
VAN DER MOOLEN SPECIALISTS USA, LLC - NEW YORK (1999 - 2007)
MARKET STRATEGIST
. Generated long and short strategies and global asset allocations for
equities, commodities and currencies
. Worked with internal management to evaluate equity opportunities.
Reviewed strategic initiatives and asset allocation.
. Structured, allocated and directed trading in portfolios under management
within investment guidelines for risk and compliance.
. Analyzed global investment research and converted the information into
trading recommendations to our floor specialists and trading room.
BLOOMBERG FINANCIAL MARKETS - PRINCETON, N.J (1991-1999)
SECURITIES ANALYST - RESARCH DIRECTOR-PRODUCT MANAGER
Developed and built the Bloomberg equity product, and designed an
interactive fundamental international equity database of 25,000
companies.
. Directed and supervised Bloomberg products and research teams throughout
the world
Reported breaking financial news and designed new product for Bloomberg
News, Radio and TV
Published several news reports and feature articles for Bloomberg
Magazine.
EDUCATION
UNIVERSITY OF MICHIGAN - Ann Arbor, MI B.S. FINANCE
TEMPLE UNIVERSITY - Philadelphia, PA M.B.A. FINANCE
TECHNICAL SKILLS
Proficient in Bloomberg
CERTIFICATION
Served on the management committee and as a Director for the Market
Technicians Association.