ALESSIO MUSCARá
Robbinsville,NJ
Summary
PORTFOLIO MANAGEMENT EXPERT AND INNOVATION PROVIDER - A seasoned investment professional, a critical thinker, a visionary, and a change agent in the Separately Managed Accounts (SMA) business. Detailed knowledge of Fixed Income markets, Asset Allocation, Trading, Implementation with experience in Portfolio Management, Client Relationship Management, Consultative Selling, Business Strategy, Product Development, Product Placement, and Due Diligence. Thorough understanding of how Python algorithms, SQL queries and APIs can drive efficiencies and scale.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Head of Fixed Income SMA – Portfolio Manager and Product Developer
BLACKROCK – Private Investors
2018.06 - Current
- Lead team of Fixed Income Portfolio Managers responsible for management of $35B and 20,000 Taxable and Tax-Exempt Separately Managed Accounts
- Head group of programmers and portfolio managers tasked with investment-related automation initiatives geared to provide business with scale needed to support growth and maintain profitability:
- Coordinating utilization of python scripts, SQL queries and APIs for creation of algorithms designed to drive efficiencies in processes and investment decision making
- Responsible for idea generation, development, and placement of all new SMA products to support growth of Fixed Income Business: (6) Taxable ESG SMAs (1) 40-Act Fund (2) Taxable and 2 Municipal Ladders SMAs (1) Taxable and 3 Municipal SMAs (1) Fixed Income Tax Managed Indexing and overlay strategy
- Interact with C-level executives across Institutional and Retail Sales, Marketing, Financial Modeling Group, Risk and Quantitative Analysis and Aladdin Tech groups to ensure successful buy-in and completion of interdepartmental projects
- Provide ongoing thought leadership and strategic thinking to group’s CIO and COO – Participate in shaping future state of business
Senior Portfolio Manager
Merrill Lynch
2009.06 - 2018.06
- Maintained, developed, and fostered relationships with, Financial Advisors and Private Bankers and their clients (individuals and small institutions) in mid-west region
- Managed and doubled in size Fixed Income book of business to $2.7B
- Interacted with sales force and various Product Specialists to establish marketing campaigns with intent of gathering additional assets
- Helped Financial Advisors gather new assets by meeting with prospective clients
- Met with clients to assess their risk parameters and expectations and then recommended and built tailored portfolios that included individual holdings, Exchange Traded Funds and Mutual Funds
- Interacted with Taxable and Tax-Exempt trading desks as well as credit research teams to assess Treasury, Agency, Mortgage Backed, Corporate and Municipal bonds’ valuations daily
- Traded and oversaw customized Fixed Income portfolios
- Made tactical and strategic recommendations to clients’ portfolios based on market outlook as well as Fixed Income market sectors’ valuations
- Reviewed accounts’ performance with clients on quarterly basis and briefed them on relevant economic topics
Associate Portfolio Manager
BLACKROCK – Private Investors
2006.06 - 2009.06
- Assisted Senior Portfolio Manger in gathering assets, maintain existing relationships and create new ones
- Gathered assets and developed new relationships in small territory within Florida
- Reviewed accounts’ performance with clients on quarterly basis and briefed them on relevant economic topics
- Organized and conducted seminars/presentations alongside Financial Advisors with benefit of increasing client base
- Developed rebalancing strategies to minimize risk exposures.
- Oversaw adequate Equities and Fixed Income trade executions on part of Portfolio Specialist.
Education
Executive Master of Public Administration - International Economics And Policies
COLUMBIA UNIVERSITY
New York, NYBachelor of Science - Business Administration, Finance
SETON HALL UNIVERSITY
South Orange, NJSkills
- Market Knowledge
- Fixed Income Investments
- Automation of Investment processes
- Operational Efficiencies
- Product Development
- Due Diligence
- Client Relationship Management
- Consultative Selling
- Excellent Team Leadership
- Project Strategy
- Project Management
- Critical Thinking
Accomplishments
- Increased the assets under management (AUM) from $1.2B to $2.7B in an 8 year span.
- Created SMA solutions responsible for $5.2B in AUM and $6.2M in revenues in 4 years
- Achieved an 85% investment automation by utilizing Python algorithms for portfolio management tasks.
- Transformed the investment processes for 20,000 accounts from manual to automated.
- Refined Python algorithms to achieve an investment accuracy of 90%.
Certification
FINRA: Series 7, 66 & 24
Languages
Italian
Native or Bilingual
French
Full Professional
Spanish
Professional Working
Portuguese
Elementary
Hobbies
During my spare time, I enjoy watching soccer, traveling to foreign countries and cooking Italian food. Through our church, I also like to volunteer my time to support various community initiatives.
Timeline
Head of Fixed Income SMA – Portfolio Manager and Product Developer
BLACKROCK – Private Investors
2018.06 - Current
Senior Portfolio Manager
Merrill Lynch
2009.06 - 2018.06
Associate Portfolio Manager
BLACKROCK – Private Investors
2006.06 - 2009.06
Executive Master of Public Administration - International Economics And Policies
COLUMBIA UNIVERSITY
Bachelor of Science - Business Administration, Finance
SETON HALL UNIVERSITY
FINRA: Series 7, 66 & 24
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