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Manager Management

Location:
Ottawa, ON, Canada
Posted:
January 25, 2013

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Resume:

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



Contact this candidate