Jack Rysdale, CFA, CAIA
Greenwood,IN
Summary
Investment professional experienced in strategically managing dynamic leveraged strategies on behalf of US Insurer. Dedicated to best industry practices in capital management in order to reach company objectives efficiently
Overview
6
6
years of professional experience
Work History
Fixed Income Portfolio Manager
CNO Financial Group, Portfolio Solutions Group
09.2021 - Current
- Responsible for the strategic and tactical direction of institutional leveraged accounts, valued at approximately $3.5 billion AUM, encompassing diverse fixed-income assets, including Investment Grade & High-Yield Corporates, ABS, CMBS, RMBS, CLOs and Alternative assets
- Collaborated seamlessly with Portfolio Managers, Traders and Credit Research analysts to efficiently balance return objectives against enterprise risk exposures. Diligently monitored asset allocations by issuer, sector, and rating to ensure adherence to position limits, risk concentration and credit quality standards (rating and NAIC)
- Positively contributed to discussions regarding the performance of spread portfolios within defined strategic parameters. Proactively employed tactical discretion to capitalize on dislocated and undervalued market opportunities
- Demonstrated transparent communication skills by regularly interfacing with the CIO to measure portfolio objectives vs outcomes. Successfully aligned portfolios to achieve and exceed net investment income targets and identified different opportunities to optimize account management
- Cultivated and nurtured productive relationships with the Federal Home Loan Bank, effectively optimizing the financing mix for optimal asset and liability cashflow matching
Fixed Income Portfolio Analyst
CNO Financial Group, Analytics Group
03.2019 - 09.2021
- Supported Portfolio Managers in modelling allocation decisions, considering duration and other factor exposures, income and rating constraints for various entities. The outcomes directly contributed to balance sheet strengthening and better alignment to their respective liabilities
- Developed analytics, reports, screens and other tools, contributing to a higher quality risk monitoring of sector/issuer/security exposure and performance attribution across 15+ fixed income asset classes against comparable indices, benchmarks and insurance peers, communicated monthly/quarterly with the wider investment team
- Contributed to the identification, selection, performance evaluation and relationship management of third-party asset managers
Financial Analyst
Rothesay, Operations
09.2017 - 02.2019
- Spearheaded transformative process enhancements by self-teaching VBA automation to streamline the reconciliation of asset and liability positions. This innovative approach yielded a substantial reduction in counterparty, operational, and settlement risks, fortifying the organization's risk management framework
- Navigated intricate stakeholder dynamics by adeptly cultivating and nurturing relationships with third-party administrators. This engagement facilitated the identification of process inefficiencies and enabled the delivery of collaborative solutions, resulting in enhanced operational efficiency and precision
- Led the elevation of collateral review procedures, orchestrating a more robust validation of exposures and settlements for a diverse portfolio facing insurance and reinsurance clients. These strategic enhancements not only solidified relationships but also bolstered confidence in the organization's risk management capabilities
Education
Master of Science - Finance & Economics
University of Cambridge
07.2017
Bachelor of Science - Economics
University of Exeter
07.2016
Skills
- CFA: Charterholder since 2023 Passed Level I, II and III exams on first attempt Scored in 90% percentile for Level I and II
- CAIA: Charterholder since 2021, highlighting interest in alternative investments, structured products etc
- Bloomberg Professional: Obtained Bloomberg Market Concepts Certificate, frequent user of PORT/RV/PM/YAS Experience constructing/maintaining portfolios using PRTU/UNCL/BBU functions
- Excel Expert: VBA Integration, data visualization, goal seek
- SQL Experienced: Relational database management
- ESG: Bloomberg ESG Certificate, MSCI climate/scoring tools
- Short term Desires: FDP and FRM Designations Will include classes in Python
- Superhost: Airbnb and VRBO
Timeline
Fixed Income Portfolio Manager
CNO Financial Group, Portfolio Solutions Group
09.2021 - Current
Fixed Income Portfolio Analyst
CNO Financial Group, Analytics Group
03.2019 - 09.2021
Financial Analyst
Rothesay, Operations
09.2017 - 02.2019
Master of Science - Finance & Economics
University of Cambridge
Bachelor of Science - Economics
University of Exeter
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