Paul F. Diamond, CFA
Mobile 973-***-****
Morristown, NJ 07960
abn3qx@r.postjobfree.com
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Senior Investment Product Manager
A highly analytical, diligent, hands-on, and results-driven executive, with
more than 10 years of experience and verifiable achievement of generating
revenues and building solid, sustainable businesses. Equipped with
extensive background in asset management, financial operations, investment
procedures, and customer service. Capable of providing accurate analysis on
public and private equities, macroeconomics, asset allocation, third-party
managers (equity and debt), and alternative investments, combined with
proven adeptness in developing workable investment strategies. Expert at
establishing and cultivating long-term quality relationships with all
levels of professionals toward attainment of corporate goals and
objectives.
CAREER HIGHLIGHTS
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. Co-manager for a hedge fund that grew assets from $50 million to close
to $1 billion in eight years.
. Portfolio manager with a proven track record of consistently
generating alpha in alternative investments space.
. Known for strong communication skills: delivered hi-visibility
presentations to CEO's and boards of Fortune 500 companies that landed
new business in the hundreds of millions.
. Asked to lead Deutsche Bank's Global Trading Desk, which managed $180
billion of assets based on personal expertise in domestic,
international and emerging markets.
. As Chief Operating Officer for Bankers Trust Global Asset Allocation
Group, reduced costs by 11%, raised profitability and streamlined
client reporting functions.
. Developed research team that provided key product insights that
enabled 20% increase in institutional business in six months.
. Assisted in building "Broker-Merit" system for Deutsche Bank Asset
Management. System was a global platform for traders, portfolio
managers and analysts to evaluate and measure broker services across
all products. System increased productivity by $800,000.
PROFESSIONAL EXPERIENCE
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Diamond Asset and Wealth Management, Morristown, NJ
2011 - Present
Consultant
Provide strategic advice in areas relating to asset-liability management,
investment product development, global client development, family office
best practices, and investment portfolio construction.
GFI Group, New York, NY
2010-2011
Head Equity Strategist
Led unit that created investment ideas that both portfolio managers and
trader-level clientele could use; combined fundamental, technical and
derivatives research. (Left org. when company changed model to "agency-
only.") Research enabled a small sales team to ramp institutional business
20% in six months. Built unit from scratch, developing an integrated multi-
asset research department.
Capstone Sales Advisors, New York, NY
2008-2009
Director, Research Sales
Developed investment recommendations, and effectively communicated market
analysis to institutional and corporate clients. (Position eliminated when
research department closed down.)
Merrill Lynch, New York, NY
2006-2008
Director, Portfolio Manager
Portfolio manager of $100 million proprietary capital. Investment
philosophy combined fundamental research, sound portfolio construction and
risk management Consistently outperformed benchmark despite turbulent
markets. (Area eliminated when of Merrill was acquired by Bank of America.)
Deutsche Bank, New York, NY
1992-2005
Managing Director, Portfolio Manager/Relationship Manager
Headed a team of portfolio managers and traders who managed a $100 mm
long/short strategy. Investment ideas were generated in house using
fundamental and technical analyses. The group was part of a market
neutral, multi-strategy fund with more than $950 million in total assets.
Co-Director of sales and lead relationship manager for organic $1 billion
hedge fund. Grew assets from $50 million to more than $950 million in eight
years. Provided creative marketing strategy and content
generation/management for institutional, retail and third-party
distribution channels, marketing Deutsche Bank hedge funds. Led value-added
program initiative designed to re-brand Deutsche Bank's image while
strengthening relationships with high-net-worth financial advisors.
Managing Director, Head of Global Trading
Deutsche Asset Management
Head of global trading for Deutsche Bank Asset Management; desk consisted
of 30 traders, managing $180 billion of domestic, international and
emerging markets assets.
Director, Equity Trading
Bankers Trust (DB) Asset Management
Traded for passively and actively managed accounts, across all market
capitalization. Reached across divisions to build and leverage
relationships to lower trading costs, reduce errors and limit lost economic
opportunity.
Vice President, Chief Operating Officer
Bankers Trust (DB) Global Asset Allocation Group
Promoted to manage group ($2B AUM) during turbulent time due to turnover in
portfolio managers. Challenged to restore investor confidence,
profitability and market share. Revamped personnel to install portfolio
management team that consistently exceeded benchmarks.
Vice President
Bankers Trust (DB)Funds Management
Managed twenty-five person middle office team that was responsible for
profitability, risk and valuation of complex derivative investments.
JP Morgan, New York, NY
Assistant Vice President
Managed a group of professionals in the Treasury area responsible for the
financial accounting, asset liability reporting and risk management for a
number of JP Morgan's branches and subsidiaries. Team's responsibilities
included monitoring trader profit/losses, risk levels and plan targets, as
well as insuring proper accounting of various derivative products.
Education
West Virginia University, Morgantown, West Virginia
BA - Accounting, 3.5 GPA, Achieved Dean's List 6 semesters out of 8
possible.
Regis University, Denver, Colorado
Present
MS - Accounting
Certifications and Affiliations
Chartered Financial Analyst. Member of the NYSSA and CFA Institute
Professional Licenses and Registrations - NASD Series 63, Series 7, Series
55
Global Association of Risk Professionals - Member
Volunteer Experience
Morristown Mission, Treasurer
2008-Present
New Jersey Food Bank, Coordinator
2006-Present