Manager Analyst

ADRIAN K. MILLER

Cresskill, NJ 201-***-**** adi5iu@r.postjobfree.com linkedin.com/in/akmiller/

OVERVIEW

Investment strategist/analyst with deep understanding of global capital markets and risk management, and client base encompassing institutional and high net worth (HNW) wealth management clients.

Skilled public speaker, television and media commentator, and writer with specialties in fixed income and business strategies and capital markets in developed economies and over 100 published articles

People manager and mentor, adept at strategic decision making and leading teams through institutional change and reorganizations

Known for ability to distill complex market issues for management, investors and HNW individuals

Key Competencies

Multi-Asset Strategy

Credit Analysis

Corporate Bonds

Economic Analysis

Asset Allocation

Portfolio Construction

Investment Strategy

Portfolio Risk

Pedagogy

Asset Valuation

Corporate Finance

Portfolio Management

EXPERIENCE

CONCISE CAPITAL MANAGEMENT, Miami, FL (work remotely) 2020

Investment adviser with over $300M AUM that specializes in short duration, underfollowed high yield bonds

Director of Investor Relations and Chief Market Strategist

Interact with existing and potential investors while explaining investment strategy

Cultivate a presence for the firm with reporters throughout the financial media outlets

Author market letters and prepare investment presentations for asset allocators and potential investors

Distribute commentary to the investment media to help build the Concise brand

LM CAPITAL SOLUTIONS, LLC, New York, NY 2018 – 2020

Syndicator within merchant cash advance space

Chief Operating Officer

Designed, implemented and maintained formal accounting and compliance standards

Collaborated with partners on creating optimal business development and growth strategies

Conducted prospective investor negotiations and closed on new clients while actively managing current investor base

Authored monthly and quarterly performance newsletters, and delivered market snapshots to clients in person and through conference calls

Acted as point person in sale of Luxemark to a public company; managed necessary audit, compliance and risk management requirements

ADRIAN K. MILLER, Cresskill, NJ 2015 – 2018

Independent Market Strategist/Analyst/Risk Manager/Economist

Developed global cross-asset analysis, investment strategy, risk management and Treasury analysis for a diverse cross-section of clients including C-suite executives and investment professionals.

Wrote daily and weekly commentary on wide range of investment and economic issues while addressing topical and thematic pieces and publishing commentary on social platforms (LinkedIn, Twitter). The 78 pieces of commentary include: “Dovish hike? Well, not so Much!” “Investors Continue to Debate Market Leadership and Drivers,” “Rising Bond Yields Has Market's Attention,” High Yield Market Holding Firm,”

“Central Banks and Jobs, the Week’s One-Two Punch,” and “Fed's Herculean Balancing Act”

GMP SECURITIES, LLC, New York, NY 2008 – 2015

Director – Investment Strategy: Multi-Asset

Senior analyst responsible for institutional risk mitigation while developing and communicating actionable trading strategies designed to increase profitability across the Institutional Sales & Trading platform, asset allocation and strengthen HNW wealth management client relationships.

Research Platform:

Created a global market strategy platform that included credit, rates, currency, equities and economic research platform while analyzing corporate credits to derive recommendations

Published original fixed income strategy reports incorporating relative value studies and trade ideas across all credit sectors, industry groups and index subsets

Adrian Miller, page 2

Conducted studies on fixed income and equity market performance and valuations factoring in trends in fund flows, interest rate changes, FX and monetary policy adjustments, as well as risk-adjusted performance vs. other asset classes

Produced widely followed daily market commentary and intraday research notes on market developments, appearing frequently on CNBC and Bloomberg

Advised investment banking clients on current market conditions, helping to strengthen client relationships across divisions

Delivered presentations to investors and banking clients promoting the firm’s capabilities

Sales & Trading:

Facilitated informed trade decisions, mitigated risks and promoted client order flow through collaboration with internal trading groups

Communicated thematic capital markets viewpoints to an institutional salesforce

Led one-on-one and group client meetings designed to articulate the firm’s views on broad market developments

Customized client portfolio analysis and special projects that served to drive incremental order flow

Conducted macro oriented portfolio risk analysis and shock valuations as part of VaR sensitivity as part of group/division wide stress testing scenario analysis.

Wealth Management:

Integrated macro strategy effort with HNW wealth management product offerings that serviced over 8,000 financial advisors (FA)

Created asset allocation and multi-asset class portfolio construction guidelines extensively used by FAs as part of a suite of services for high net worth investors

Expanded the firm’s AUM through strategy presentations at quarterly and annual investors’ conferences as well as regional office and investment committee meetings

CITIGROUP, New York, NY 1994 – 2008

Director/Research Analyst - Convertible & Credit Strategy (1998 – 2008)

Vice President/Research Analyst – Convertible & Credit Strategy (1994 – 1998)

Advanced from VP level Analyst role focusing on day-to-day data analytics to Director level role leading the strategy and quantitative research effort and investment banking analysis

Delivered convertible, credit, equity and credit and equity derivative strategy to internal sales and trading as well as institutional and retail clients

Published periodic and thematic research reports and daily market commentary

Conducted client portfolio analysis and bespoke research projects

Developed multi-asset class investment strategy template for a network of 11,000 retail financial advisors

Earned Institutional Investor ranking for convertible research for multiple years (levels ranging from first through third team)

Conducted proprietary portfolio stress testing in accordance with Citigroup’s risk & compliance framework

TEACHING EXPERIENCE

FAIRLEIGH DICKINSON UNIVERSITY, Teaneck, NJ 2017 – Present

Adjunct Professor, Silberman Business School

Instruct undergraduates, graduates, and MBAs on investing, finance and macroeconomics, teaching

classes of up to 30 students

Assist students in understanding complex market themes and applying analysis techniques when formulating investment decisions

Earn positive student feedback for market knowledge and ability to link theory to practice

EDUCATION

WIDENER UNIVERSITY, Chester, PA

Bachelor of Arts in Accounting, Minor in Finance

ADDITIONAL INFORMATION

FINRA Licenses: Series 7(active) & Series 63 (inactive)

Affiliations: Knights of Columbus, Council 1345, fourth degree

Interests: Hiking and biking enthusiast

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