Marketing Development
Resume:
VOLTAIRE VELOSO
Jersey City, NJ
**************@*****.***
Research & Analysis • Institutional Business Development • High Net Worth Marketing • Funds of Hedge Funds
Project Management • Financial Modeling • Econometrics • Economics
EDUCATION
New School for Social Research
New York, NY
MA Candidate Economics
2010-2013
Selected Courses: Financial Economics, International Finance, Capital Markets and Municipal Finance, Graduate Micro &
Macro Economic Theory and Econometrics. Emphasis on CAPM extensions, bond analysis and loan collateral levels.
Drew University
Madison, NJ
BA, Development Economics
2000-2005
Selected Courses: Development Economics, Middle East & South East Asian Politics, Micro & Macro Economic Theory,
International Trade (NAFTA), Micro-finance (Grameen Bank), Corporate & Public Finance
Simsbury High School
Simsbury, CT
Diploma
1996-2000
SCHOLARSHIPS
Educational Opportunity Scholar
2000-2004
The New Jersey Educational Opportunity Fund finances and supports New Jersey students, from educationally and
economically disadvantaged backgrounds, who attend institutions of higher education in the State of New
Jersey. www.drew.edu/eos
A Better Chance Scholar
1996-2000
A Better Chance is a national non-profit gifted minority search organization. Through the College Preparatory
Schools Program, ABC recruits talented students of color to place them in outstanding independent and public
schools. www.abetterchance.org
PROFESSIONAL EXPERIENCE
Venture Finance Startup
Freelance Research and Marketing
2009-2010, July 2012 – Present
Freelanced for a venture finance start-up, responsible for performing extensive market research
Selected Highlights:
Researched 100+ life sciences and healthcare companies in Singapore, India, Hong Kong and Australia
Developed excel analysis and graphs and other visuals for marketing presentations, proofreading
Collected half-year financial reports on Australian life sciences and healthcare companies listed on the Australian Stock Exchange
Torrey Associates, LLC
New York, NY
Associate, Private Client Group
May 2006 – January 2009
Supported daily operations by responding to ad-hoc requests and preparing monthly, quarterly and annual reports to research departments of distribution platforms. Applied strong business development and execution strategies to generate additional investments from fiduciaries and consultants. Played a key role in supporting business development initiatives by raising assets through a diverse range of funds of hedge funds (onshore and offshore 3c7 and 3c1 funds and SEC RICs ). Headed the standardization of the firm’s collateral materials and its presentations.
Selected Highlights:
Created and maintained collateral materials and presentations for educational and marketing initiatives for 3rd Party Distribution platforms, researching and evaluating information, conducting due diligence and screening potential strategic partners.
Co-administered institutional marketing efforts and initiatives, including maintaining relationships with counterparts at consulting firms and other RIAs and answering formal due diligence questionnaires and request for proposals.
Ensured that the firm’s website, database and 3rd party investment databases were accurate and up-to-date.
Proficiently prepared fact sheets that highlighted important data points to provide a historical perspective to the fund’s highs and lows, which was leveraged to promote the firm’s investment strategies, leading to the expansion of firm’s assets from approximately $700 million in mid-2006 to over $1.1 billion in early 2008.
Collaborated with various departments, including the controller, risk management and compliance officer to ensure marketing efforts strictly adhered to state and federal rules and regulations and to monitor data flow and accuracy of statistics.
PlusFunds Group, Inc.
New York, NY
Assistant, Business Development
February 2005 – December 2005
Oversaw a diverse range of business development tasks, with an emphasis on drafting responses to Requests for Proposals, mainly State employee retirement funds. Improved operational efficiency by developing and implementing initiatives designed to improve record keeping and further streamlined operations functions. Consistently updated the internal database for Request for Proposals and qualified purchasers registered on the website. Performed comprehensive due diligence research, suggested alternatives and worked toward improving product development processes.
Selected Highlights:
Integrated Pertrac and Morningstar software to effectively conduct performance analysis and create marketing materials.
Performed market research and analysis to monitor marketing efforts and track financial/ hedge fund industry news.
Procured and cultivated key relationships with high net worth clients, distributors and prospects; managed website queries and promptly handled requests.
Actively liaised between the Board of Directors, CEO, and 11 Managing Directors.
Worked alongside the general counsel in order to ensure the department fully complied with SEC and RIA rules and regulations.
TECHNICAL SKILLS
Pertrac Analytics and Reporting Studio: www.pertrac.com
Measurisk Intersight: www.measurisk.com
statistical analysis software (GRETL, Stata)
Mathematical software: Matlab, Wolfram Alpha, Mathematica
Interwoven WorkSite Compliance: www.interwoven.com
Pragmatech Request For Proposal Machine: www.kadient.com
Salesforce.com: www.salesforce.com
Microsoft Office (Word, Powerpoint, Excel, Outlook and Access)
document processor: Latex, LYX
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