Institutional Advisor

Daniel Kursman-Neri, CFA, CAIA

**** ******** **, ******, ** 75201 ********@*****.*** 215-***-**** PNC Institutional Asset Management Assistant VP Dallas, TX August 2018-Present

● Lead independent business development efforts and win new clients for investment advisory services

Craft messaging to position services for success with institutional investors

Develop leads, cold call and build prospect pipeline for investment advisory prospects

● Serve as lead investment expert in final presentations helping prospective investment committees and boards of directors understand value proposition

● Serve as Advisor and Portfolio Manager to client accounts recommending and executing asset allocation changes

● Craft investment policy statements for institutional clients and prospects

● Construct investment portfolios for institutional clients and prospects PNC Institutional Asset Management 3-Year Rotational Development Program PA & FL June 2015 – June 2018 Florida Market

● Led an error free portfolio performance reporting operation for a book of over 30 investment advisory clients

● Communicated portfolio positioning to investment committees

● Developed enhanced portfolio reporting tools allowing for more impactful and streamlined information sharing

● Constructed models for efficient portfolio rebalancing

● Coordinated management and delivery of advisory services for institutional clients Advantage US Large Cap Equity

● Conducted security analysis and company due diligence for sector analysts

● Independently investigated large capitalization US stocks for portfolio investments

● Performed quantitative analysis to determine factor efficacy for new portfolio models

● Developed investment strategy marketing materials and process delivery for accurate and rapid distribution to field of advisors

● Developed thought leadership helping investment community gain context into strategy performance ESPN Finance Intern Bristol, CT June 2014 - August 2014

● Informed content development strategies to support growth in subscribers and revenue through quantitative analysis

● Developed profit/loss models to support renewals or major soccer leagues

● Built an amortization model for new equipment purchases

● Analyzed ad sales variances of several regions between different forecasts

● Supported financial reporting and forecasting responsibilities of team members Violy & Co. Investment Banking Summer Analyst Bogotá, Colombia July 2012 - August 2012

● Researched and analyzed company financial statements and press releases of potential targets and acquirers

● Composed detailed investment memos on industries and companies for clients

● Created investment presentations for corporate investors Education

● Carnegie Mellon University May 2015 Bachelor of Science in Business Administration

Business Concentration: Finance Minor: Economics

● Credentials: CFA Charterholder; CAIA Charterholder; Series 7 & 66 Personal

● Fluent in English and Spanish

● Enjoy traveling and lived in Venezuela for 10 years

● Fan of reading history (eg: The Immortal Irishman)

● Volunteer for early education non-profits (PNC Grow Up Great and partners)

● Avid sports fan and athlete (basketball, golf, soccer, football)

● Member (2011 – 2014) of CMU Varsity Men’s Soccer team qualifying for the NCAA tournament in two consecutive seasons

Contact this candidate