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Sales Marketing

Location:
Huntington, New York, 11743, United States
Posted:
March 22, 2011

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** ******** ******

Huntington, NY *****

Home: 631-***-****

Work: 212-***-****

Mobile: 917-***-****

Email: **************@*******.***

***** ********

Summary Senior investment research and strategy professional, with successful

track record of driving thought leadership initiatives aligned with

distribution. Expertise in capital markets / asset allocation research

and communicating complex investment concepts and solutions through

original research reports, white papers and strategic sales

communications. Level III candidate in the CFA program

Experienc 10/2007-Present Invesco

e New York, NY

Sr. Capital Markets Analyst

Manage capital markets research function, analyzing and communicating

macroeconomic trends, asset class valuations, alpha/beta expectations,

and emerging investment opportunities to provide original insights to

internal distribution, clients and financial intermediaries.

Drive product development initiatives through proprietary research of

emerging or existing institutional areas for opportunity, including

LDI, risk parity, and emerging market infrastructure.

Communicate insights via white papers, internal conferences,

client/consultant meetings, market commentaries, by-lined articles and

through marketing distribution publications.

Serve as subject matter expert for capital markets analytics.

Work directly with investment and distribution leaders, as well as

product development and marketing professionals, to execute portfolio

positioning strategies.

Author research reports that support macro thought leadership efforts.

Collaborate with sector experts and investment managers to leverage the

firm's expertise in specific asset classes.

Drive pre-marketing and strategic positioning for fundraising of new

private equity and distressed investment funds (W.L. Ross business

unit) through in-depth research reports for PPM recipients that

highlight thematic investment opportunities for clients.

06/2003-10/2007 ING Investment Management

New York, NY

Assistant Vice President, Investment Research

Led ING's client-focused research initiatives, providing proprietary

analysis and valuation insights of equity sectors as well as timely

macroeconomic commentary.

Wrote regular articles for clients and institutional consultants on

fixed income, equity and alternative asset strategies. Collaborated

with portfolio managers and research teams to develop original insights

that promoted the firm's intellectual capital.

Drove strategic campaigns around investment themes and products (e.g.,

global income, liability-driven investing) through collaboration with

business development, PR and sales teams.

Managed internal and client publications that highlighted ING's thought

leadership, targeted to U.S. and global distribution.

Collaborated with the firm's CIO to write in-depth quarterly market

commentary and investment update for client distribution.

02/2003-06/2003 Dreman Value Management

Jersey City, NJ

Consultant, Investment Marketing & Financial Writing

2000-2002 AXA Financial

New York, NY

Asset Allocation specialist, Senior Business Associate

Managed internal asset allocation fund evaluation process. Led

implementation of asset allocation optimization process for FA

portfolio recommendations. Utilized multi-factor model to capture

varying measures of alpha and style consistency, while incorporating

fundamental factors and financial ratios to strengthen the risk

management of AXA's asset allocation advisor platform.

Met with clients and prospects to present AXA's proprietary asset

allocation methodology and support distribution efforts. Authored

regular commentaries for financial advisors to discuss changes to

recommended funds and allocation weightings in optimizer.

1997-1999 New York Life Benefit Services

Norwood, MA

Investment Analyst

Managed fund selection process for DC programs and asset allocation

fund of fund modeling for Lifecycle funds.

09/1995-10/1997 Fidelity Investments

Boston, MA

Market Data Analyst

Education CFA Institute

Level III Candidate for the CFA Designation

1991-1995 Boston College

Chestnut Hill, MA

B.A., Double major in English and Economics (cum laude)

Arts & Sciences Honors Program; Scholar of the College designation at

graduation

Additional coursework in graduate-level Econometrics at Harvard

University summer program

Technolog Office Tools: MS Word, PPT, Excel

y Modeling Tools: VBA (Excel), MATLAB, Barra One (VaR, stress testing),

Expertise FactSet, Bloomberg

Publicati May, 2010 - Handbook of Infrastructure Investing (J. Wiley & Co.) -

on Co-authored textbook chapter on emerging market energy infrastructure

with Wilbur Ross and Zhongmin Shen.



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