Manager Data

John R. Roberts

**** ***** ****, ********, ************* 01741

978-***-**** **********@***.***

Summary

Global Equity Portfolio Manager with a focus on quantitative modeling and

company fundamentals to analyze investment opportunities. Expertise in

investment theory, model building, statistical methods, and economic

analysis. Innovative architect of information systems with extensive

experience synthesizing information using a wide range of software

products.

Experience

WELLINGTON MANAGEMENT COMPANY, LLP, Boston, MA 1995-2008

Global asset management firm with over $500 billion under management for

institutional and sub advisory clients.

Associate Partner, Equity Portfolio Manager, Asset Allocation Group (2007-

2008)

< Managed $500 million of active and passive equity portfolios for the

Asset Allocation Group

. Outperformed MSCI China benchmark for China portfolio by an annualized

5% since inception in 2007 and EAFE portfolio by 1% versus EAFE

benchmark since 2008.

< Managed overlay portfolios using futures, forwards, and swaps for

Global Balanced Funds

Vice President, International Equities Group (1995-2006)

< Managed active portfolios with a value of $5B within the International

Equity Group, including overlays to balanced portfolios.

. Outperformed global MSCI benchmark by an annualized 3.2% since

inception in 1998 with an information ratio of 0.68.

< Maintained risk control for actively managed funds and was responsible

for cash equitization using derivatives and currency forwards.

< Provided portfolio construction and equity investment analysis

including performance attribution and quantitative equity modeling.

Previously, lead the Vision Group (Vision is an object oriented data

base and software package) providing firm-wide application and

operations support.

< Developed firm wide applications including a composite application,

intranet applications, and top down / bottom up equity modeling

efforts.

INDEPENDENT CONSULTANT, Washington, DC 1994

Completed engagements with two major financial firms (Wellington Management

and T. Rowe Price)

< Designed quantitative global investment models and executed a roll out

strategy for a firm wide data information system. Models remain in

place today.

< Developed a marketing and operations plan for a start-up airline

consulting firm.

DATA RESOURCES/McGRAW-HILL, Washington, DC 1985-1994

Global economic forecasting and consulting firm focused on Fortune 500,

large global organizations and governments.

Principal, Global Markets Group (1988-1994)

Director, International Data Products (1985-1988)

< Consulted with NATO, the Panama Canal Commission, the Government of

Egypt, and Fortune 500 companies such as IBM and General Motors on

international trade and economic development.

< Directed large scale project management and the new business

development programs in the Global Markets Practice of Data

Resources/McGraw-Hill.

ADP Network Services, Washington, DC.

1981-1985

Division provided economic and financial data to economists and financial

analysts worldwide.

Manager, Data Base Operations

< Facilitated the relationship of ADP's joint venture with Alan

Greenspan's firm Townsend-Greenspan, which provided forecasts of the

U.S. Economy.

< Managed staff of 15 professionals in Washington, D.C. and Ann Arbor,

Michigan, including programmers, data analysts, and data base

administrators.

< Supported a set of over 35 financial economic data bases available to

over 600 clients through an on-line data base system contributing $10M

in revenues.

Additional experience includes:

Director for Data Services, EVANS ECONOMICS, INC., Washington, DC

Associate Director of Data Services, DATA RESOURCES/McGRAW-HILL,

Washington, DC

Education

GEORGE WASHINGTON UNIVERSITY, Washington, D.C

Graduate courses in Computer Science and Data Base Design

STATE UNIVERSITY OF NEW YORK AT PLATTSBURGH

M.A., Clinical Psychology

DENISON UNIVERSITY, Granville, OH

B.A., Psychology and German

UNIVERSITY OF FREIBURG, Freiburg, West Germany

Junior Year Abroad

Languages& Computer Programming

German, Mandarin Chinese

Vision, SASS, WRATS, EPS, APL, Pascal, FORTRAN

Contact this candidate