Manager Analyst
Resume:
Gregory M. Smith
Birmingham, MI 48009-4722
abl12a@r.postjobfree.com
SUMMARY OF QUALITIES
Financial professional with experience in treasury operations,
institutional investment fund oversight, SEC reporting, corporate finance,
capital budgeting / financial analysis, personal wealth consulting,
fundamental security & fund research, analysis and valuation.
. President - CFA Society of Detroit (2007-08)
. Chartered Financial Analyst (CFA)
. Masters of Business Administration (MBA)
( Series 7, 16, 63, 65, 86, 87 and 24 Licenses - Financial Industry
Regulatory Authority (FINRA)
. Alternate Board Member, Premier Financial Credit Union
. Eagle Scout - Boy Scouts of America
CAREER EXPERIENCES
H&R Block Financial Advisors, Inc. / Ameriprise Financial, Inc.
Detroit, MI
12/06 - present Assistant Treasurer, Assistant Vice President
- Responsible for Treasury group (eight professionals) which
performs securities lending, cash management, and credit
analysis. Function includes $1.3 billion FDIC insured sweep
program, $400 million in margin debit, and $66 million in loaned
securities.
11/04 - 11/06 Macro Strategy Team Manager
- Responsible for coordinating the research efforts of the
company's strategist, economist, model portfolio group, and
packaged products group.
7/04 - 10/04 Senior Securities Analyst
11/00 - 6/04 Securities Analyst
- Create and publish asset allocation portfolios and
mutual fund recommended lists for financial advisors use
with clients.
- Maintain comprehensive sell-side research coverage for 6
issues in the technology and precious metals sectors.
- Perform industry and security analysis with proprietary
models to develop earnings forecasts and invest-ment
recommendations.
5/99 - 11/00 Letica Corporation
Rochester, MI
Financial Analyst
- Provide investment counsel for the Letica family taxable
and non-taxable portfolios.
- Create and evaluate pro-forma cashflow analysis on
prospective real-estate investments.
- Calculate investment performance, establish
benchmarks and maintain tax records.
9/97 - 9/98 The Kresge Foundation
Troy, MI
Investment Analyst
- Evaluated the performance and risk of all (sixty-nine)
external investment managers ($2.0 billion).
- Analyzed and reviewed all limited partnerships for
participation within the foundation's 25% allocation to
the alternative investment class (private equity,
venture cap, oil and gas, real estate, absolute return,
opportunistic). Total active partnerships exceeded
thirty. Total reviewed partnerships exceeded fifty.
- Calculated the rates of return on all limited
partnerships to compare against vintage-year return
medians.
- Restructured the large cap portfolio ($750 million) to
nine new managers (six concentrated and three enhanced
index), simultaneously maintaining market exposure and
minimizing trading costs.
- Supervised the caretaker and all facilities management.
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Gregory M. Smith
MCN Energy Group Inc. / Michigan Consolidated Gas Company
Detroit, MI
11/92 - 9/97 Trust Investments / Manager
Reviewed and evaluated performance and risk characteristics of
the company's twenty-four external investment managers.
Recommended necessary manager composition modifications and
maintained investment policy compliance for the following
investment vehicles:
- Defined Benefit Plan ($800 million)
- Defined Contribution Plan ($365 million)
- Three Voluntary Employee Beneficiary Associations ($142
million)
- Nonprofit Foundation ($16 million).
1/90 -10/92 Corporate Finance / Financial Specialist
- Coordinated, prepared, filed and printed all Securities
and Exchange Commission filings (registration and
periodic).
- Interfaced with the New York Stock Exchange to complete
all required filings and communications.
- Assisted in the negotiation and review of corporate loan
agreements.
4/89 - 12/89 Financial Forecasting / Financial Analyst
- Performed revenue requirement analysis on utility
projects and cash flow analysis on non-utility projects.
- Analyzed corporate fleet vehicle lease analysis, capital
structure analysis, and medical plan cost containment
programs.
3/85 - 3/89 Electronic Data Systems
Warren, MI
Financial Analyst
- Cost and priced information technology services for
the General Motors automotive operating groups.
Developed, documented and maintained a PC menu driven
cash flow model which was utilized within the operating
groups to cost and price contracts. Model calculated
NPV, IRR and payback.
EDUCATION
Chartered Financial Analyst (CFA), member of CFA Institute
(9/97)
MBA in Financial Administration BA in Financial
Administration
Wayne State University Michigan State
University
Detroit, Michigan East Lansing, Michigan
(1/87 - 12/91) (9/80 - 12/84)
School of Business Administration College of
Business
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