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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000 • (xxx-xxx-xxxx • abc@xyz.com

 

Results-driven Investment Management Specialist eager to offer expertise in Global Investment Performance Standards Compliance, as well as solid Business Development, Research / Analysis, Process Improvement, and Client Relations abilities, toward maximizing a top progressive firm s continuing bottom-line success.

 

Profile of Qualifications

 

         Integral leader who offers experience in managing all facets of composite construction, maintenance, and performance presentation, including demonstrating skills in directing GIPS compliance programs and annual verification engagements.

         Ambitious self-starter who excels at developing policies and procedures to ensure compliance with evolving GIPS standards.

         Out-of-the-box thinker who displays knowledge of consultant relations, capital market research, and fixed income investments.

         Top performer who contributes superior attention-to-detail, strong analytical abilities, and sharp problem-solving proficiencies, along with applying dynamic leadership talents toward planning, prioritizing, and managing team tasks to achieve objectives.

         Holds credentials as a Chartered Financial Analyst and CIPM certificate holder.

 

Professional Synopsis

 

Pacific Investment Management Company, Newport Beach, CA                                                       1999 C 2009

 

Vice President / Compliance Manager (2005 C 2009) • Compliance Specialist (2000 C 2004)

        Utilized broad scope of industry knowledge and dynamic business acumen to design and implement the firm s GIPS compliance program, including managing a 3-member team in formulating and implementing targeted policies and procedures.

        Expertly handled all facets of composite construction, maintenance, performance calculation, and performance presentation.

 

Key Accomplishments

      Improved business efficiency and enhanced flexibility in composite construction, maintenance, and performance reporting by leading a cross-functional team in successfully redesigning a proprietary composite management application.

      Managed 10 annual AIMR-PPS and GIPS verifications from contract negotiations through to report production.

      Reduced a verifier s reasonable expenses from an 8% average to a zero base fee via improved GIPS verification processes.

 

Account Manager Consultant Relations (1999 C 2000)

         Strategically steered the review, revision, and rationalization of RFP response processes and answers database, including providing solutions-focused client servicing back-up and support for a consultant relations group.

 

Key Accomplishments

      Achieved greater answer accuracy and consistency while reducing average RFP response processing time by developing comprehensive improved data management and processing procedures.

 

Capital Resource Advisors, Chicago, IL                                                                                          1996 C 1999

 

Director of Research (1998 C 1999)

        Defined and executed a firm-wide investment research agenda, including managing a details-driven team of 4 analysts with responsibility for capital market research and investment manager due diligence across all asset classes.

        Maximized institutional investment consulting success by handing all fixed income market and manager research.

 

Key Accomplishments

      Successfully conceptualized, sourced, and brought online a new research publication Current Issues.

      Placed $2.5 billion+ in client assets via the resourceful direction of 50+ investment manager searches.

 

Yyyyyy x. yyyyyy

(xxx-xxx-xxxx • abc@xyz.com • Page Two

 

Professional Synopsis (continued)

 

Capital Resource Advisors, Chicago, IL (continued)                                                                       1996 C 1999

 

Director of Fixed Income Research (1996 C 1998)

        Applied strong leadership talents toward directing results-focused fixed income market research and manager due diligence in support of institutional investor and investment manager consulting clients, including effectively managing 1 direct report.

 

Key Accomplishments

      Increased client global fixed income allocations and achieved a corresponding increase in manager searches by developing the firm s position on global fixed income investing, along with authoring and distributing an integral white paper.

      Presented research findings to audiences of 100+ at annual client conferences.

      Placed $1 billion+ of client assets via the completion of 25+ fixed income manager searches.

 

Harris Associates, Chicago, IL                                                                                                         1994 C 1996

 

Assistant Portfolio Manager

        Developed and implemented investment strategies for institutional client equity and balanced portfolios, including refining fixed income investment processes and designing related client presentation materials for the institution portfolio group.

        Demonstrated solid communication skills toward promptly servicing balanced account clients.

 

Key Accomplishments

      Planned and managed the firm s compliance with strict AIMR-PPS guidelines.

      Reduced equity composite dispersion 50% by creating account compliance and consistency monitoring tools and processes.

      Developed duration and sector strategies for fixed income assets of the institutional portfolio group s 13 balanced portfolios with $200 million+ in total assets.

 

Education

 

Master of Business Administration

~ Specialization in Finance ~

University of Chicago

 

Bachelor of Science in Business Administration

~ Board of Regents Scholar ~

Bowling Green State University

 

Professional Development

 

Chartered Financial Analyst

Accrediting Institution / State

 

Certificate in Investment Performance Measurement

Accrediting Institution / State

 

Article Co-Author

How to Evaluate GIC Managers (Plan Sponsor Magazine)

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