Dominick F. Oliveri
New York,NY
Summary
Highly motivated, dynamic, and collaborative professional with a strong history of achievement in finance and investment distribution. Currently part of the Private Wealth Solutions Team at HPS Investment Partners as an Internal Consultant. Main focuses are cultivating relationships, providing implementation advice, advisor education, and sales support for key financial advisor partners and clients. Primary point of contact for private credit investment insight and solutions to Broker Dealers, Registered Investment Advisors, Family Offices, and clients that leverage the diverse suite of Private Credit and Direct Lending Solutions that HPS offers.
Overview
4
4
years of professional experience
Work History
Internal Sales - Private Wealth Solutions
HPS Investment Partners, LLC
10.2022 - Current
- Cultivate relationships with financial advisors through high-quality interactions including proactive and reactive calls, emails and follow-ups as well as in-person territory meetings
- Demonstrated ability to understand and articulate HPS’s sophisticated products (fund objectives, terms, exposures, manager strategy, positioning, performance attribution, etc)
- Take a consultative approach in profiling financial advisors in order to understand their business, clients and investment challenges to better match HPS's solutions to their needs
Investment Specialist - Analyst
J.P. Morgan Private Bank
10.2021 - 10.2022
- Daily meetings with PM teams to gain insight into their portfolios and market views, then communicate that insight with the Private Banking teams and clients to drive flows into managed investment strategies.
- Serve as a product expert for the managed platform to market investment ideas to banking teams and clients.
- Maintain relationships with bankers and clients to serve as their point of contact for all managed investments.
Underwriting Analyst
American International Group, Inc. (AIG)
07.2020 - 10.2021
- Responsible for underwriting a $30M book consisting of complex risks in financial services, higher education, healthcare, and other miscellaneous private and non-profit classes of business.
- Bound $1.5M in premium from Sep. of 2020 to Oct 2021 for various Executive Liability Products.
- Evaluate company financial and loss information to accurately rate premium and quantify exposure.
Education
Bachelor of Science - Finance | Risk Management & Insurance
Saint Joseph's University
Philadelphia, PA05.2020
Skills
- Computer Skills: Microsoft Office Products, Data Visualization, Presentation Creation, Excel Spreadsheets, Marketing Materials
- Professional Skills: Written and Verbal Communication, Attention to Detail, Relationship Management, Client Interaction, Investment Sales & Marketing, Alternative Investments
Activities & Accomplishments
- SJU Men's Division 1 Golf Team
- SJU Capital Markets Club
- SJU Lambda Chi Alpha Vice President and Director of Philanthropic Events
Timeline
Internal Sales - Private Wealth Solutions
HPS Investment Partners, LLC
10.2022 - Current
Investment Specialist - Analyst
J.P. Morgan Private Bank
10.2021 - 10.2022
Underwriting Analyst
American International Group, Inc. (AIG)
07.2020 - 10.2021
Bachelor of Science - Finance | Risk Management & Insurance
Saint Joseph's University
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