Brendan Kelly, CFA
Nashua,NH
Summary
Financial services professional committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
Natixis Portfolio Research and Consulting Group
03.2022 - Current
- Consult with brokers, foundation and endowments clients to provide manager research and thematic analysis based on their current models and investment lineups.
- Conduct regular meetings with clients to review market developments, portfolio performance, address concerns, and offer recommendations for new investment ideas and adjustments to current portfolios.
- Attend Investment Committee and Sub-Committee meetings and actively contribute to macro strategy discussions and research initiatives.
- Interact with Natixis Affiliate PM's to provide value added macro commentary and product positioning updates to build and strengthen Natixis product positioning in the market.
- Maintain a strong understanding of macroeconomic factors and their potential impact on investment portfolios, incorporating this knowledge into strategic recommendations for clients.
- Support Consultant Team with investment research efforts and strategies centered around manager selection and asset class surveillance (equity, fixed income, private debt, private equity, alternatives).
- Manage a diverse array of portfolios, ensuring optimal asset allocation for clients with varying risk tolerances and objectives.
- Provided training and mentorship to junior analysts on research methods, analytical tools, and best practices in portfolio management.
Investment Analyst
Prime Buchholz and Associates
12.2018 - 03.2022
- Prepared asset allocation modeling along with manager and rebalance recommendations based on plan sponsor, foundation, endowment and high-net-worth client's risk objectives and spending needs to the investment committees
- Participated actively in client meetings by presenting insightful findings that streamlined investment manager lineups.
- Drove investment evaluation process for public equity, private equity, Hedge Funds, fixed income and alternative managers including participation at manager presentations, review of due diligence reports, and preparation of internal client communications
- Provided effective, qualitative commentary based on the aggregate client portfolio and individual manager positions in addition to providing clients timely industry-related insights on key trends on U.S Institutional markets
- Forecasted, monitored and anticipated all client spending needs throughout the year to ensure compliance with all rules and regulations
- Monitored existing investments by providing monthly/quarterly performance, cash flow and benchmarking analysis.
Small Business Sales
Sun Life Financial
04.2012 - 12.2018
- Initial member of small business sales initiative focusing on selling Sun Life's products to companies with under 50 employees
- Quoted and sold over one thousand RFP's with multiple lines of coverages for small businesses across a wide geographical territory
- Produced annual sales budgets and delivered all final sales reporting for current and renewal blocks of business to territory manager yearly
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Collaborated with actuaries and renewal underwriting to retain profitable renewals with an 85% persistency mark on a $100 million dollar block of business and installed and finalized over 300 new lines of coverage with $400K in premium annually
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Created and updated targeted sales lists using CRM tools to grow the current block of U50 business.
Regional Marketing Associate
Putnam Investments
07.2011 - 03.2012
- Worked in partnership with an external wholesaler to sell Putnam's mutual funds for client 401(k) and DCIO plans to independent and RIA brokers
- Collated a comprehensive contact list of RIA brokers and input the results into salesforce to be used by the sales department
- Provided timely U.S
- Institutional market updates, industry trends and investment updates in a quick and concise manner to help brokers address their client's needs and concerns.
Education
Bachelor of Arts in Financial Management -
University of St. Thomas
St. Paul, MinnesotaSkills
- Bloomberg
- Morningstar
- FactSet
- SQL
- CAPIQ
- Power BI
- Excel
- Hold Series 7, 63 and SIE licenses
Certification
- CFA - Certified Financial Analyst
Timeline
Portfolio Analyst
Natixis Portfolio Research and Consulting Group
03.2022 - Current
Investment Analyst
Prime Buchholz and Associates
12.2018 - 03.2022
Small Business Sales
Sun Life Financial
04.2012 - 12.2018
Regional Marketing Associate
Putnam Investments
07.2011 - 03.2012
Bachelor of Arts in Financial Management -
University of St. Thomas
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