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Manager Management

Location:
San Francisco, CA
Posted:
August 09, 2015

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Resume:

RAYMOND C STEWART Tel. 646-***-**** **********@*****.***

Accomplished, forward-thinking TOP FINANCIAL EXECUTIVE with a successful background in investments. An experienced portfolio manager, securities analyst and trader with qualitative and quantitative investment management skills. A pioneer in bank stock sector securities valuation processes. Developed and implemented novel investment strategies for institutional investors that outperformed benchmarks. Demonstrated ability to adapt to industry fluctuations and marketplace sea change events, quickly learning, creating and applying new ideas to portfolio management work. Thrives in the face of significant challenges and responsibilities. Uncompromising integrity and work ethic.

KEY QUALIFICATIONS

20+ years’ experience and track record as an institutional portfolio manager • 4+ years’ experience in securities analysis • Investment Boutique firm owner experience • Startups • Investment Advisory • Value Investing • Tactical Asset Allocation • Trading Strategies • Fundraising • Emerging Markets • Wealth Management • ETFs • Competitive Analysis • Specialized Risk Management• Entrepreneur

CAREER HIGHLIGHTS

Conquest Strategies, LLC New York, NY 2008 – present

Development and marketing of select institutional investment strategies

Senior Managing Director

● Created Business Cycle Investing Strategy – up 225+% during first five years since inception

● Banking and Financial Services – specialized strategies for extracting alpha

● International Financial Consulting – Projects involving Europe, Latin America and Caribbean

Additional professional experience:

RASARA Strategies, Inc. White Plains, NY 1997 – 2011

Institutional investment management firm specializing in the management of portfolios for state, municipal, and corporate pension funds.

Portfolio Manager / Senior Analyst / Trader

● Developed approach to investing in banking and financial services sector utilizing fundamental analysis with technical overlay to generate superior investment returns. For twelve year period 1997-2009, generated non-leveraged total returns of 140% versus 88% for S&P 500 over same time period.

● Employed risk models, valuation techniques and quantitative portfolio management processes when implementing trading decisions.

● Leveraged extensive portfolio, investment management, and bank stock expertise to research and select stocks that best supported the long-term growth initiatives for client portfolios.

● Established relationships with key stakeholders in target industries to expand client base and assets under management from $20M to $250M.

● Founded the company based largely on investments in banking companies, successfully managing performance and now recognized as an expert on bank stock investing frequently quoted in industry-leading publications including Dow Jones Newswire, Institutional Investor, Barron’s, Business Week, Black Enterprise Magazine, Investment Advisor, The Wall Street Transcript, Financial Planning, the Japanese business publication Gendai Monthly and on Bloomberg TV.

WRM Equity Management, Inc. (Warren Marcus Associates, Inc.) Briarcliff Manor, NY 1983 – 2007

Executive Vice President, Co-Portfolio Manager / Analyst

● Responsible for securities analysis of banking industry companies

● New business development raised $100M from institutional sources

Salomon Brothers, Inc. New York, NY 1979-1983

Securities Research Analyst

PROFESSIONAL CERTIFICATIONS

Certified Hedge Fund Professional Level I June 2009

EDUCATION

Master of Business Administration

Columbia University Graduate School of Business, Major in Capital Markets, Finance

Bachelor of Science

Cornell University, Major in Economics and Public Policy

PERSONAL

Columbia Business School Alumni Club of New York

Assistant Instructor, New York City Kendo Club (Japanese Fencing, has achieved rank of GoDan (Black Belt)). Interests include mentoring, fitness, Asian philosophy and writing



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