Manager Management

Maya Ferd 917-***-****

******@*****.***

Education Pace University, New York, NY - Dual Degree

Bachelor of Business Administration in Finance, June

2004

Bachelor of Arts in Computer Science, June 2004

Dean's List Second and Third Honors.

Professional Development CFA Level II Candidate

Series 7 & 66 Licenses

Completed an intensive Municipal and Corporate Bond

training program under the tutelage of Standard &

Poor's seasoned staff of Research Analysts and

Evaluators .

Attended various DB Learn sponsored workshops (Intro

to Derivatives, Intro to Convertibles)

Work Experience Deutsche Bank, New York, NY 2/2008 -

Present

AVP, Research Analyst - Global Manager Research (PWM

- PCS & PB)

. Sole analyst on all US-centric fixed income

products across all major booking centers (New

York, both local and for LatAm clients, London,

Frankfurt, Singapore, etc.) irrespective of

domicile.

. Present at client prospect meetings, often joining

a Private Banker or Client Advisor in discussing a

specific fixed income vehicle in more granular

detail.

. Meet with Ben Pace (US CIO, Head of Global

Investment Solutions for the US) on a quarterly

basis to discuss relative performance and

attribution on all fixed income funds used in his

asset allocation based model portfolios, DB

Select and Global Select; asset classes covered

include HY, Core, Int'l Debt, Emerging Markets

Debt, Municipals, and TIPS.

. Work closely with client advisors and private

bankers in determining the most appropriate

investment option based on the client's

guidelines, preparing both analytical and

qualitative analysis outlining key differentiating

factors between similarly positioned strategies.

. Put together studies demonstrating timeliness of

specific recommended vehicles in the context of

current market conditions (e.g. which investments

have historically outperformed in rising rate

environments, at inflection points, etc.).

. Create, maintain, disseminate and present original

opinion based research on all separate account

managers available through single and dual

contract programs, as well as mutual funds on the

recommended list.

. Cover the following sectors: short, intermediate,

and full duration taxable fixed income, high

yield unsecured debt and bank loans, convertible

bonds, trust preferreds and capital securities,

developed international and emerging market debt

(hedged and unhedged); have also assumed primary

coverage of MLP portfolios and

cash/liquidity/money market funds and sweep

accounts.

. Added three separate account subadvisors to the

single contract manager list (Convertibles, Muni

Crossover, and an Agg-based SMA/Fund hybrid), and

one intermediate muni manager to the newly

launched dual contract program; added 14 mutual

funds (both onshore and offshore) and removed

several legacy options which have underperformed

or have failed to garner any client assets.

. Cover all sectors of the fixed income market and

provide pertinent commentary on recommended SMA

managers on a quarterly firmwide call that Client

Advisors and Private Bankers dial into.

. Attend various industry conferences and events

(e.g. BlackRock, Franklin Templeton,

Pictet/Forward, Sustainable Asset Management).

. Perform frequent onsite visits; met with senior

investment staff at PIMCO, MetWest, TCW, Capital

Research (American Funds), Western Asset, Pacific

Income Advisors, Wellesley, JP Morgan, BlackRock,

Breckinridge, Penn Capital, West Island Capital,

Reich & Tang, CRM, Ariel Investments, Skyline

Asset Management, Cortina Asset Management, Baird,

Belle Haven, AXA, GSAM, TIAA-CREF.

Citigroup - Smith Barney, New York, NY 11/2006

- 2/2008

Vice President, Research Analyst - Global Wealth

Management Investment Advisory Research

. Led fund manager interviews and chose investment

vehicles for inclusion in TRAK NAV, an in-house

asset allocation based WRAP program for domestic

investors.

. Similarly, selected product for Citi Private

Bank's Third Party Mutual Fund Platform's Focus

List Report, for offshore clients.

. Served as the primary offshore analyst, covering

over 35 traditional strategies, spread across ten

relationships.

. In addition to typical "style box" equity asset

classes and plain vanilla fixed income strategies,

covered more eclectic mandates, primarily for the

Private Bank's high net worth clients.

. Covered several alternative strategies, i.e.

130/30 products, commodities, convertibles, and

real asset plays.

. Worked closely with Themes committee in

identifying traditional and alternative strategies

aligned with Citigroup Investment Research, such

as Climate Change.

. Liaised between Product Management and Investment

Research, contributing to Demand Assessment

studies.

. Acted as a voting member on the European Due

Diligence Committee, assisting with the UK onshore

build-out, and partaking in committee

approvals/rejections of proposed offshore funds

with global (ex US) availability.

. Assisted Asian team of regional analysts in

adapting and applying due diligence process,

ensuring consistency of research, globally.

. Worked alongside Alternatives team on strategies

that had 40-act vehicles with hedging

capabilities.

. Served as Large Cap Value equities asset class

specialist, compiling relevant quantitative

metrics and producing opinion pieces discussing

manager sub-style and performance expectations.

. Interfaced with financial advisors and private

bankers, providing technical insight on funds

under my coverage.

. Produced opinion-based research for financial

advisors and other investment personnel.

Standard & Poor's, New York, NY 3/2004 -

11/2006,

6/2003 - 8/2003

Senior Research Assistant - Portfolio Services

1/2005 - 11/2006

. Ran performance and attribution on Model

Allocation Portfolios (MAPs), using a proprietary

MS Access-based system, Tao Analytics, and MS

Excel templates.

. Lead and participated in fund manager interviews

as part of due diligence for MAP and consultant

clients.

. Applied quantitative screens to mutual funds,

employing a qualitative overlay to select

candidates for inclusion on recommended lists.

. Served as backup analyst on small-, mid-, and

large-cap value and international equity styles.

. Screened and selected offshore registered mutual

funds for participation in structured note

products.

. Prepared performance summary fact sheets for

investment consultants.

. Monitored stock basket holdings via an online

portfolio tracking system to mitigate possible

headline risk associated with specific securities.

. Used Vestek generated linked performance reports

and equity profiles to determine value-add from

sector and stock selection to quantitatively

managed stock baskets.

. Created and interpreted returns-based style

analysis on Variable Annuities, All Cap mutual

fund strategies, and other unclassified investment

vehicles.

. Wrote general market commentary that was published

in a newsletter to financial advisors and retail

clients.

Research Associate - Securities Services

3/2004 - 12/2004

. Requested preliminary and final official

statements and prospectus reports.

. Responsible for creation and maintenance of High

Yield, Investment Grade, and Convertible New Issue

tracking system.

. Generated strings for pricing system, using call

and put features as parameters.

. Attached new and revised ratings to domestic and

global issues.

. Entered and updated new and remarketed competitive

and negotiated deals for notification purposes.

. Verified all pertinent information with

underwriters, bond counsel officers, and trustees.

Intern - Select Funds 6/2003

- 8/2003

. Prepared spreadsheets to aid in analysis of fund

performance.

. Gathered and interpreted data for market research.

. Requested updated fund prospectus reports.

. Entered scores of Fund Manager interviews into

database.

. Contacted fund managers regarding the existence of

12b-1 fees on funds closed to new investors.

. Assisted in finalizing integrated reports

Technical Skills Extensive use of MPI Stylus, Vestek FREND, Zephyr

StyleAdvisor Morningstar Principia, Morningstar

Direct, Polaris (v. 5.3), and both PSN and eVestment

Alliance databases. Have worked with Bloomberg,

Reuters, and DTC information portals, and also EDGAR

Online SEC filing service. Proficient in MS Office

Suite (including Access, Excel, Word, Outlook,

PowerPoint, etc.), Adobe Acrobat, PDF-Xchange,

Desktop Publishing, Internet Resources, Windows NT,

95, 98, ME, XP, Vista, DOS O/S. Can create and modify

Java code and Java applets at a rudimentary level.

Language Fluent in Russian.

Contact this candidate