Manager Management
Resume:
MICHELLE GRAHAM-LYONS, CIMA
Plainfield, NJ 07060
Home: 908-***-**** *************@*******.*** Cell: 908-***-****
PROFILE
Financial Services Professional with extensive experience in institutional
and retail manager due diligence and selection. Strengths include research
and analysis and relationship building. Dedicated team leader and team
player with demonstrated ability to handle multiple tasks, and to
successfully train, develop and mentor emerging talent in the organization.
. Created new research report format that streamlined the research process
and increased analyst efficiency by 50%.
. Co-managed mutual fund of funds portfolios and segregated accounts with
total assets of $500 million.
. Delivered investment performance and information to financial advisors on
televised broadcasts.
. Proficient in the use of Informa, Factset, Vestek and Zephyr databases.
PROFESSIONAL EXPERIENCE
MORGAN STANLEY SMITH BARNEY, New York, NY 2000 - 2010
Team Leader, U.S. Domestic Core Equity Team (2009 - 2010)
Manager, Senior Research Analyst (2000 - 2009)
Conducted the evaluation and due diligence of institutional and retail
money managers across various investment styles. Managed the on-going due
diligence schedule and chaired weekly research meetings. Managed investment
partner relationships and expectations. Supervised a team of analysts and
trained and mentored junior analysts and management trainees.
. Increased productivity by leading a team which designed unified
procedures for investment manager approval standards.
. Represented the department in client meetings with financial advisors
which helped retain client assets.
. Instrumental in adding 300 new platform strategies resulting in a 20%
increase in new client assets.
. Conducted objective evaluations with in-depth analysis of investment
management firm's experience, expertise of personnel, back-office
capabilities, investment process and performance to determine overall
quality of the firms.
. Performed quarterly attribution on managers, thoroughly examining their
performance record, portfolio risk relative to market benchmarks and
adherence to investment policy.
. Wrote research reports detailing performance attribution, risk/return
characteristics, and trends in portfolio positioning for use by financial
advisors and clients.
. Presented analysis, opinion and recommendation to senior Morgan Stanley
executives.
. Wrote the quarterly market summary which was distributed to Financial
Advisors, clients, management and team members.
. Utilized Informa, Factset, Vestek and Zephyr databases to screen and
compare investment products and build manager universes for comparison.
SALOMON SMITH BARNEY, New York, NY 1997 - 2000
Senior Research Analyst
Monitored a variety of external investment managers including
organizational attributes, portfolio positioning and investment
performance.
. Performed on-site due diligence visits to verify trading rotations,
performance composites and quality of back office operations of
investment managers.
. Performed quarterly attribution on investment managers.
MICHELLE GRAHAM-LYONS, CIMA
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Home: 908-***-**** *************@*******.*** Cell: 908-***-****
FREEDOM CAPITAL MANAGEMENT (Division of John Hancock), New York, NY 1988 -
1997
REPUBLIC NATIONAL BANK, New York, NY
Co-Portfolio Manager (1995 - 1997)
Research Analyst (1988 - 1995)
Co-managed the FundManager Trust fund of funds portfolios, five open-end
mutual funds, and segregated accounts, with total assets of $500 million.
Researched and performed due diligence on mutual funds. Developed
relationships with managers. Conducted periodic conferences with clients
to review portfolio performance and structure. Supervised a team of
research analysts.
. Prepared shareholder letters and letters to the Board of Trustees.
Developed reporting format; formulated the investment thesis; interpreted
performance.
. Wrote monthly newsletter; coordinated legal review and distribution.
. Trained analysts; developed procedures; organized workload; supervised
production; encouraged efficient writing.
EDUCATION
BA, Economics and French, (Cum Laude), Phi Beta Kappa,
Douglass College, Rutgers University, New Brunswick, NJ
PROFESSIONAL DEVELOPMENT & TRAINING
Dale Carnegie Presentation Skills
Series 7 Licensed
AFFILIATIONS
Tutor - Literacy Volunteers of America
Tutor - SAT Prep Program
Volunteer - Everybody Wins! Foundation - a mentoring program with at risk
school children
US and Non-US developed market equities, fixed-income
External Long-Only managers
On-site meetings with managers
Evaluation of investment firms, teams, vehicles, fee structures, portfolios
Quantitative analysis
Qualitative analysis
Detail oriented, team player
Market analysis
Persuasive oral and written communication skills
Strong analytical, critical thinking and organizational skills; flexible,
thorough
Contact this candidate