Substantial expert experience specializing in fixed income asset management, including portfolio management, trading, security analysis, client relationships and team management. Earned a reputation with senior management as highly analytical, detail-oriented, strategic and tactical thinker, quantitative problem solver, team player and individual contributor with a unique ability to work cross-functionally, entrepreneurially and independently in deadline-driven environments. Excellent communication skills both written and oral. Consistently ranked and compensated at top of peer group.
Work Experience
JP Morgan Investment Management NY, NY 1994 to Aug-2008
Vice President-Fixed Income Portfolio Manager (2000 to August 2008)
Portfolio Management
One of three senior PM’s managing $22 of $40 billion in Core and Core Plus fixed income assets under management. Accounts include mutual funds, pension funds, sovereign wealth funds, insurance assets and other institutional clients.
Involved with the product development and management of the $2 billion Chase fixed annuity product from 2001 to 2004 for the Chase Insurance Group. The product always exceeded its yield targets within the allocated risk budget.
Managed the EMD/HY 5th Ave CBO from September 1998 to March 2004, returning 13% IRR for equity investors during tumultuous credit markets.
Manager of structured accounts such as CDO’s and insurance accounts, investing assets to comply with complicated indentures.
Trading
Partner with the structured asset sector team to manage ABS, RMBS and CMBS exposure across portfolios. Initiated the sale of 220 million in sub-prime AAA and AA securities, between Sep-07 and Jan-08, saving clients over $80 million.
Security Analysis
Participate in economic and strategy meetings to determine broad investment themes and macro economic developments.
Involved in sector relative value allocation decisions, portfolio construction and tactical trading. During this credit crisis I have championed risk reduction and a number of my recommendations were implemented, such as reducing sub-prime at the beginning of Sep-07 and CMBS in Dec-07, adding duration in Oct-07 and buying protection in IG CDX in mid-October 2007.
Client Relationships
Collaborate with client product specialists to explain portfolio strategy, positioning, economic outlook and performance attribution, as well as review goals and objectives for client accounts. Several large relationships have been saved despite poor performance this past year due to an increase in client service.
Team Management
Supervise a team of investment professionals, two vice presidents and two associates, who implement investment strategy, allocate trades, manage risk and monitor performance attribution.
EMD Sector Team Associate (1998 to 2000)
Member of the investment team managing $3 billion in dedicated and cross over emerging market assets.
Actively participated in investment strategy sessions, traded bonds, managed country exposure and risk positions.
Provided daily market commentary to the entire fixed income group.
Developed the existing performance attribution model that decomposed country, security and trading impacts for dedicated products resulting in a renewed emphasis on country selection versus tactical trading.
Responsible for compiling all marketing presentations for new business presentations.
Fixed Income Performance Analyst (1994 to 1998)
Supported senior fixed income portfolio managers.
Analyzed performance discrepancies, provided detailed security return analysis, sector attribution and created specialized client reports.
Supported Global Balanced team providing attribution analysis.
Managed a team of four professionals who supported equity, balanced and fixed income portfolio managers.
Merrill Lynch, Jersey City, NJ 1992 to 1994
Financial Analyst
Performed due diligence analysis on asset managers involved in the wrap fee service.
Provided marketing support for the wrap program and other reporting services for top producing financial consultants.
Managed analytical support team consisting of one full time employee and two interns. Responsible for recruiting, hiring and managing college interns.
Education
Boston University, Metropolitan College Boston,MA
MS in Banking and Financial Management, January 2007
Rutgers University, Rutgers College New Brunswick, NJ
