Manager Financial Analyst
Resume:
STEVEN L. RAMIREZ, CFA
Corte Madera, CA *****
*********@*****.*** www.linkedin.com/in/steven-L-ramirez-cfa SUMMARY
Analytical and dedicated global investment manager and strategist with in-depth experience in asset management. Experience managing, analyzing, and communicating global macro, multi-asset, target-date and ETF based strategies. Solid finance and investment experience contribute to a strong knowledge of investments in various global asset classes. A natural interest and inquisitive approach to investments has helped to broaden a knowledge-base that comes from a willingness and ability to perform first hand financial analysis. This interest and knowledge also helps in communicating to both internal executive management and clients of all levels of financial sophistication. Seeking to leverage institutional experience and knowledge in a senior investment-related role. EXPERIENCE
Mellon Capital Management, San Francisco, CA 2015 – 3/2019 Global Investment Strategist / Senior Portfolio Manager
Lead PM and Strategist for ETF model portfolios and target date maturity funds totaling $3 billion in AUM. Responsibilities include portfolio and glidepath construction and implementation. Management and strategist support of the funds resulted in an increase of $1.5 billion in AUM.
Due to sudden loss of key PM of target date maturity product, was named lead PM. Successfully reverse engineered process and provided a seamless transition avoiding any disruption in management of $1.5 billion TD strategies.
Designed bespoke investment solutions for both institutional and retail clients. Largest solution included an asset allocation solution for a pension and VEBA plan of a large, American telecommunications firm. Assets totaled $5 billion.
Multi-asset and GTAA experience has provided strong understanding of various asset classes including global equities, fixed income, currencies, commodities, and real assets as well as the physical and derivative instruments used to gain exposure to these asset classes.
As a result of long experience and intimate knowledge of company’s products, became supporting PM for all multi-asset and GTAA strategies.
Met with existing clients to report on their investments in several of the company’s strategies as well as provide education on market and economic trends.
Articulate various strategies to both existing and prospective clients.
Construct and articulate external messaging for each of the global investment strategies.
Participate in numerous roundtable and panel discussions regarding various market and investment topics.
Member of an executive team responsible for reviewing, analyzing, and making asset allocation decisions for the global macro and multi-asset strategies. Analysis formed basis of strategic and tactical investment positioning of various strategies.
Update other strategists and liaise with the internal sales force on various aspects of markets and the resulting impact on the company’s global investment strategies.
Perform detailed economic and market analysis for both CIO and other senior management to help inform and educate the executive management team.
Global Macro and Multi-Asset Portfolio Manager 2000 – 2014
Manage multiple portfolios with AUM totaling over $2 billion according to a Tactical Asset Allocation, model-based strategy. Employ model to construct asset allocation in global stocks, bonds, and currencies. Implement recommended allocation using various derivative instruments and physical assets.
As a senior portfolio manager, responsible for monitoring current, portfolio management processes and recommending more efficient processes.
Steven L. Ramirez, CFA
Autodesk, Inc., San Rafael, CA 2000
Revenue Analyst
Employ quantitative and statistical techniques to analyze trends in various segments of the software business.
Quantitatively model various scenarios of entry into new business segments in the software industry to assist management in decision making process regarding future opportunities for the company.
Provide detailed analysis on all aspects of company’s total revenues as well as accounts receivable, deferred revenues, and more. Analysis involved introducing and maintaining metrics to examine trends, seasonality, risk, and macroeconomic effects.
Blue Shield of California, San Francisco, CA 1998 – 1999 Senior Financial Analyst
Performed the industry and financial research that provided the basis for government sector projections. Applied mathematical, statistical, and financial modeling techniques to arrive at reliable forecasting and budgeting models.
Constructed multi-variable cash flow models to evaluate the investment in multi-billion dollar, company- wide restructuring projects.
Tracked and reported on expenditures and cash outlays of same restructuring projects. Reported accounting and financial results to executive management of the company.
Constructed multi-variable, budgeting models for 8 different health care products in the government sector representing $2 billion in revenues. Interviewed individual business units to develop administrative expense budgets.
ADDITIONAL EXPERIENCE
Northwestern Mutual Life, Milwaukee, WI
Investment Specialist
Joel R. Mogy Investment Counsel Inc., Beverly Hills, CA Junior Research Analyst
SKILLS AND CERTIFICATIONS
Skilled in Microsoft Office, SQL, VBA, and R
CFA Charter Holder
NASD Series 3
EDUCATION
Walter A. Haas School of Business, University of California, Berkeley Master of Business Administration
Recipient of the Robert A. Toigo Fellowship
University of Southern California
Bachelor of Arts, Economics
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