Scuba diving, international travel, food and wine, history, and technology
James D Sichenzia CFA
New York,NY
Summary
Accomplished capital formation professional with 12+ years of experience in capital development, investor relations, and product strategy at leading global investment firms. Secured $2.5B+ in new institutional allocations across pensions, endowments, foundations, and sovereign wealth funds. Skilled in developing and executing investor communication strategies, delivering market updates, and building trusted relationships with institutional investors. Demonstrated leadership through managing cross-functional teams and mentoring junior talent. Proficient at translating complex investment strategies into compelling narratives and materials, driving investor engagement, and enhancing fundraising efforts. Committed to delivering high-quality client service and aligning with investor needs and strategic objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Director, Product Specialist
BlackRock
01.2016 - Current
- Lead Product Specialist for BlackRock’s $44+ billion AUM Global Tactical Asset Allocation (“GTAA”) business, a global macro investment platform managing hedge funds, separate accounts, liquid alternatives, and UCITS.
- Drives capital formation efforts, securing over $2.5 billion in new allocations from institutional investors, including endowments, foundations, pensions, and sovereign wealth funds. Cultivated strong relationships with 80+ institutional investors, increasing market share and investor awareness.
- Develops and implements strategic plans to expand the institutional investor base through targeted marketing and relationship-building strategies.
- Authored and presented market outlooks, portfolio insights, and fund updates to investors, ensuring clear and effective communication of investment strategies, driving new business opportunities, and client engagement.
- Produces impactful marketing collateral (capital market outlooks, white papers, investor presentations), successfully conveying complex strategies and enhancing investor confidence.
- Works closely with internal teams (Sales, Legal, Compliance) to ensure alignment on investor communications and strategic initiatives.
- Mentors junior talent and facilitates a culture of professional growth, leading to improvement in team performance and alignment with strategic goals.
Investment Analyst
Peak Financial Management
01.2012 - 01.2016
- Co-managed four risk-based asset allocation strategies for ultra-high-net-worth clients, delivering over 2% annualized outperformance over market benchmarks.
- Led the firm’s inaugural $100M Business Development Company (BDC) investment, including strategy development and execution.
- Delivered economic and capital market-focused presentations and portfolio updates to the investment policy committee and ultra-high-net-worth investors.
- Led a cross-functional, technology-driven initiative to streamline the firm’s trading infrastructure, resulting in a 65% reduction in the time required for trade execution and enhancing operational efficiency.
Education
Bachelor of Science - Finance And Economics
University of Rhode Island
Kingstown, RI05-2012
Skills
- CFA Charterholder
- Series 7 and 63 licenses
- Beginner Python, C, and Java
- Expertise in alternative investment strategies (Hedge funds, Private equity, Private credit, Real estate, Infrastructure, and Digital assets)
- Advanced user of Bloomberg Terminal, Envestnet, Preqin, Eurekahedge, MS Excel, PowerPoint, and Word
Skills Licenses Publications Interests
CFA Charterholder, Series 7, Series 63, Intermediate background with Python, C++, and Java., Advanced knowledge of alternative investment strategies including hedge funds, private equity, private credit/debt, real estate, infrastructure, and digital assets., Expert user of Bloomberg Terminal, Envestnet, Preqin, Eurekahedge, MS Excel, PowerPoint, & Word., The Emerging Markets Handbook, Tiku, Pran, Harriman House, 04/01/14, Collaborated with author on evaluating and ranking investment opportunities in emerging market countries. Played an instrumental role in devising data methodology to assess each country’s unique risks and opportunities., Avid traveler, Golfer, Certified open water scuba diver
Certification
CFA Charterholder
Interests
Timeline
Director, Product Specialist
BlackRock
01.2016 - Current
Investment Analyst
Peak Financial Management
01.2012 - 01.2016
CFA Charterholder
Bachelor of Science - Finance And Economics
University of Rhode Island
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