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0-5 years of experience
Recruited by Founder and CEO for a newly-created role to manage M&A activities for an early stage company that developed and operated physician-owned hospitals across the country.
- Executive leadership team member; company valued at $570MM (4.5x cash flow); $225MM average annual revenue.
- Developed and implemented strategic plan to launch the new enterprise, rebrand service offerings, develop new distribution channels, and expand into new vertical and geographical markets.
- Built an investment pipeline from ground zero. Completed four acquisitions in three separate states totaling $25MM.
- Secured commitments and arranged capital to acquire two additional hospitals totaling $44MM.
- Established joint venture and strategic alliance agreements with business partners to facilitate growth and expansion.
- Sourced private equity and senior debt to fund acquisitions.
0-5 years of experience
Developed, recommended and implemented policies, strategies and initiatives of $300MM investment program and prepared annual investment plan. Provided advice to CFO, CEO and Board of Trustees.
- Managed assets increasing from $100MM to $300MM and processed a bank record of over $650MM in securities transactions while reducing department FTEs by over 65%, resulting in saving $160K annually.
- Strategically invested $125MM of capital proceeds and $300MM bank portfolio resulting in realizing $10.5MM in gains.
- Researched, led and implemented key bank initiatives including the outsourcing of the bank’s Asset Liability Simulation Model, Relationship Pricing Model and changing daily clearing and settlement from the Federal Reserve to a correspondent bank.
- Negotiated $25MM in correspondent lines of credit, $25MM repurchase facility and release of nearly $6.5MM in collateral.
- Monitored portfolio risk and compliance, and monitored asset allocation, maximizing risk/return and developing a reputation for 100% compliance.
- Built a team of 2 professionals and fostered teamwork bank wide.
- Led change initiatives furthering the service culture.
0-5 years of experience
Created and maintained an investment management program for this wealth management firm, while concurrently generating new business, developing and operating an entire investment management process, conducting all client service and presentations including leading the Investment Policy Committee and all quarterly investment meetings.
- Established and operated the manager research and selection process for both domestic and international equity and hedge fund managers.
- Achieved top tier performance in all separately managed investment accounts.
- Generated over $200 million in new assets, earning Waypoint recognition as one of the fastest growing advisory firm by Bloomberg Magazine in 2004.
0-5 years of experience
Raised $250,000 from endowment committee to establish the school’s first ever real money student-managed investment fund
- Lead team of 40 Analysts and industry sector Directors while responsible for trades execution and monitoring portfolio risk
- Contributed to production of university auxiliary materials for Investment Banking, 2nd Edition by J. Rosenbaum and J. Pearl
- Accomplished return on invested capital of 16.19% since inception vs. 14.67% on S&P 500 index
0-5 years of experience
Private investment management firm focused on serving the medical profession. Durham, NC
- Restored client confidence and developed a vision for the future, achieving market outperformance & client retention.
- Provided critical client communications via newsletters explaining complex investment concepts succinctly as well as occasional individual equity analysis.
- Conducted detailed research and analysis essential for the growth of the firm.
- Moved from typical stock & bond allocation to one that includes alternative assets, increasing portfolio diversification with low correlated classes including real estate, hedge funds, timber, film, precious metals & international bonds & equities.
- Best practice in mutual fund selection, incorporating the tangibles & intangibles of people, process/philosophy, portfolio, performance, passion, perspective, purpose & progress.
0-5 years of experience
Leadership and guidance of directing investment process for Registered Investment Advisor (RIA)
- Led risk management efforts for protecting client assets and providing acceptable returns while limiting downside risk exposure by stress-testing portfolios and asset allocation optimization using Morningstar Direct
- Implemented timely and efficient re-balancing/trading of approximately 250-300 accounts quarterly
- Actively researched and selected individual securities, mutual funds, ETF’s and limited partnerships/alternatives as part of three optimized model portfolios; Continuous portfolio monitoring and risk management oversight to enhance portfolio growth while minimizing downside risk
- Active and ongoing client engagement with a minimum of quarterly presentations of investment results and market views/strategy to current and prospective clients
- Authored weekly, then monthly investment newsletter on current events impacting the markets and economy
0-5 years of experience
Coordinate a team approach toward the management of $500 million of assets for high net worth
accounts, endowments, and pension plans where $325 million are predominately invested in large and mid-cap quality growth stocks. The Investment team consists of 2 equity analysts and 4 portfolio managers. As a small group, we work together reviewing economic trends, investment strategy, sector weightings, and equity selection with particular focus on having the S&P 500 and Lipper Large Cap as benchmarks .Our time horizon is 12-24 months. Balanced account performance 2006 +10.7%, 2007 +10.5%, and 2008 -15.7%.
- Emphasized the importance of a disciplined sector weighting strategy
- Established a Model Portfolio which encompassed our best ideas by sector and market capitalization and also included holds, sell candidates, and a watch list of potential new name candidates
- Publish a weekly market report reviewing economic news, earnings reports, share price action, sector
- Mentor an analyst
- Participated in marketing and client reviews
- Areas of sector responsibility include Information Technology, Health Care, Industrial, and
6-10 years of experience
Responsible for the development and operation of Investment Management Services for Trust and Wealth Management Department. Created entire investment management platform and review process including systems, allocation models to meet risk management criteria, and implementation strategies for investment process. Ensured compliance with all regulatory requirements concerning investment platform working with marketing, compliance and legal departments. Framed complex issues for clients to allow them to understand and draw conclusions. Oversaw client investment performance and measurement. Prepared detailed presentation material – collaborating with a communication and marketing specialist to prepare thorough summaries.
- Published regular market and economic commentary and conducting periodic training sessions – presenting research results to executive leadership and other leadership groups.
- Set Investment Policy and Procedures for portfolio and relationship managers.
- Drove revenue to an increase of 40 percent in first year.
- Served as member of Investment Review Committee and Trust Investment Committee.
- Selected to serve in a leadership role on internal organization committees.
0-5 years of experience
Recruited by Founder and CEO for a newly-created role to manage M&A activities for an early stage company that developed and operated physician-owned hospitals across the country.
- Executive leadership team member; company valued at $570MM (4.5x cash flow); $225MM average annual revenue.
- Developed and implemented strategic plan to launch the new enterprise, rebrand service offerings, develop new distribution channels, and expand into new vertical and geographical markets.
- Built an investment pipeline from ground zero. Completed four acquisitions in three separate states totaling $25MM.
- Secured commitments and arranged capital to acquire two additional hospitals totaling $44MM.
- Established joint venture and strategic alliance agreements with business partners to facilitate growth and expansion.
- Sourced private equity and senior debt to fund acquisitions.
0-5 years of experience
Fiscal year total return was in top 5% of equity-only professionally managed funds in the nation
- Execute trades as voted on by members of Xavier’s Student Investment Fund
- Prepare models, budgets, and performance reports
- Organize and facilitate class to ensure quality use of time
- Equity analyst of an actively managed large-cap portfolio with a market value equal to approximately $2.1 million
- Completed eight valuations during past year over Energy and Industrials companies
- Required to prepare monthly and fiscal year end portfolio performance reports for Xavier’s Board of Trustees and the university Finance department
0-5 years of experience
CIO of [company name]’s Japan office, managing over 20 team members
- Led a team of equity, fixed income, and balanced portfolio managers
- Fund delivered a 3.0% alpha
- Fund delivered a 3.7% alpha
- Managed the trading and operations desks
- Japan office became profitable during my tenure
- Member of [company name]’s Global Executive Committee
0-5 years of experience
Supported Chief Investment Officer who was responsible for $800 million in revenue
- Coordinated public media appearances CNBC, Bloomberg, & Reuters
- Supervised and trained junior administrative assistants
- Maintained and secured confidential information and files
- Process and trace expense reports and reimbursements
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Chief Investment Officer
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
