Portfolio Management Manager

Robert J. Melanphy

*********@*****.*** • 415-***-****

LinkedIn • Greenwich CT 06830

Trader

Highly accomplished and experienced professional with extensive experience in steering trading activities, supporting investment decisions, mitigating potential risks, and maintaining strong relationships within the financial industry.

Demonstrated excellence in executing data-driven research, optimizing trading activities, and driving portfolio performance. Proven track record in scrutinizing transactions, performing relative value scenario analysis, and fostering productive relationships with clients and key stakeholders. Seasoned in deploying cloud-based order management and portfolio management systems to enhance operational efficiency. Instrumental in successfully executing equity trade orders across global markets, exceeding $100B in assets. Well-versed in providing timely market insights, educating junior traders, and contributing to the progression of trading systems. Committed to delivering exceptional results, informed decision-making, and enhancing profitability for clients.

Career Experience

Precision GCM, Greenwich, CT 2018 – Present

Senior Equity Trader

Ensure successful implementation of wide range investment strategies by executing complex order flow across global products, along with multi-asset trading business. Establish strong and positive communication with portfolio manager to identify executable and suitable market opportunities, leading to favorable investment outcomes. Conduct portfolio surveillance to identify emerging investment risks and implement effective risk mitigation strategies.

Assisted portfolio manager in performing data-driven research and increasing effectiveness of trading activities and portfolio management that improved overall performance.

Scrutinized transactions including participants, collateral, borrowers, structures, deal documents, as well as performed relative value scenario analysis.

Nurtured productive and collaborative environment by establishing and maintaining positive relationships with clients, internal stakeholders, vendors, and counterparties.

Deployed a cloud-based order management system (OMS) and portfolio management system (PMS) after careful vetting, resulting in enhanced efficiency and streamlined operations.

Sabbatical 2017

Honed various transferrable skills, including time management, travelling, multitasking, problem-solving, adaptability, communication, team building, emotional intelligence, self-motivation, networking, and continuous learning.

Artisan Partners, LLP San Francisco, CA 2004 – 2016

Senior Equity Trader

Executed equity orders, prioritizing best execution practices to minimize market impact and optimize internal commission targets that ensured favorable outcomes. Optimized portfolio management by overseeing account cash flows and executing program trades, while emphasizing price sensitivity and market impact. Paired efforts with various departments such as compliance, investment, information technology, and settlements to resolve business-related issues. Administered 2-3 traders during Asia Trading Markets hour, effectively managing their activities and enhancing trading operations.

Headed successful execution of equity trade orders across Asia/Far East, Europe, and emerging markets for an investment advisory firm, while exceeding $100B in mutual funds and individually managed accounts.

Enabled informed decision-making by providing timely market information, including breaking news and trading ideas to analysts and portfolio managers.

Educated and upskilled junior traders on equity markets by providing training and coaching sessions.

Delivered vital contribution to the progression and implementation of trading systems, addressing basic/complex connectivity issues and undertaking strategic projects to enhance operational efficiency.

Additional Experience

Assistant Vice President/Equity Trader/Assistant Equity Trader Wellington Management Company, LLP Boston, MA 1998 – 2004

Assistant Derivatives Trader FleetBoston Boston, MA 1996 – 1998

Assistant Bond Trader/ Trade Administrator/ Business Analyst Scudder, Stevens, & Clark Boston, MA 1990 – 1996

Areas of Expertise

Financial Research & Analysis

Project Management

Investment Strategy & Implementation

Data Analysis

Risk Management

Portfolio Management

Market Research

Trading Systems

Compliance Regulation

Education

Master of Business Administration – Finance 1997

Northeastern University Boston, MA

Bachelor of Science – Finance 1991

Northeastern University Boston, MA

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