Management Vice President
Resume:
Albert R. Eshoo
*******@*****.***
www.linkedin.com/in/alberteshoo
Cell 646-***-****
SUMMARY
Portfolio Management specialist with expertise in transitions, investment-portfolio restructuring and portfolio trading. Clients include pensions, endowments, foundations, insurance companies and fund of funds. Strong quantitative and organizational skills to strategically implement execution of equities/etf's, futures, bonds and F/X. Deep market knowledge and understanding of investment-risk. Experience in marketing and product management. MBA in finance with a concentration in portfolio management.
DEMONSTRATED EXPERTISE
Transition Management, Domestic and International Portfolio-Trading, Exchanged Traded Funds, ETFs, Short-term portfolio management, multi-asset-class investment portfolio restructuring including fixed income, bonds, equities, foreign exchange, F/X, financial futures, pensions, endowments, foundations, insurance companies, fund of funds, SWF, Sovereign Wealth Funds, defined benefit, DB, defined contribution, dc, ERISA, Employee Retirement Income Security Act, Fiduciary, portfolio construction, cross selling, project management, client relationship management, pre trade analysis, post trade analysis, cost allocation, reduce implementation shortfall, implementation strategy, request for proposal, rfp, request for information, rfi, international experience.
PROFESSIONAL EXPERIENCE
Morgan Stanley, New York, NY
Vice President, Institutional Equity
Transition Management Group, 2004-2011
Implemented portfolio restructurings for asset owners with at least $1B AUM in North America. Devised and presented implementation strategies to clients and trading desks, guided clients through the transition process. Participated in sales presentations, performed pre and post-trade analysis, bid on mandates, estimated costs and execution-risk. Led performance recap discussion with clients.
* Managed scores of multi asset class transition in the billions of dollars for institutional clients.
* Increased desk revenue by cross-selling ADR conversions, facilitation & ETF redemption/creations.
* Created a fixed income strategy that increased client roster by 20% in 2010.
* Monetized leads from prime brokerage, investment management and internal consulting group.
* Analyzed vendor offerings for RFP software and selected a best-in-class provider to streamline desks ability to respond to client mandates. Response time decreased to several days instead of weeks.
Vice President
Portfolio Products, Hong Kong, 1997-2003
Marketed international portfolio trading to Asia-Pacific clients. Managed the middle-office including staffing, product enhancements and day-to-day client relationships. Trained Asian staff on the product.
* Brought portfolio trading client roster to over twenty from zero.
* Marketed product internally and externally to create awareness. Presented at off-sites and distributed daily recaps of desk activity.
* Extensive travel within the region to Singapore, Australia, Taiwan and Japan to meet clients and manage trades where there was less expertise.
Associate
International Portfolio Trading, 1993-1996
Client facing middle office function for portfolio-trading desk. Created, prioritized and distributed client-trading-lists and execution reports. Executed equity and foreign exchange orders for institutional clients. Instructed international dealing desks on portfolio trade execution.
* Point-person for client trade execution in Canada and Latin America. Created procedures to streamline submission of trades and end of day reports.
* Promoted to establish procedures /protocols for a full-service portfolio-trading desk in Hong Kong.
ADDITIONAL EXPERIENCE
Morgan Stanley, New York, NY 1987-1992
Commissions Coordinator, Institutional Equities
EDUCATION
MBA, Fordham University, New York, NY
BA, Journalism, New York University, New York, NY
TECHNICAL SKILLS: MS Office, Bloomberg, Morgan Stanley Analytics (MSA), Sant RFP Software
LICENSES: NASD Series 3, 7, 55, and 63
INTERESTS: Cycling/Mountain-biking, Squash and Sea-kayaking
Albert R. Eshoo, Page 2
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