JOHN JACK HEALY
New York,USA
Summary
Dynamic professional with extensive and diverse experience across financial services, excelling in client relationship management, business development, and investment analysis & strategy. Proven track record in lead generation and asset growth in registered and private product structures. Adept at leveraging CRM software to enhance operational efficiency while fostering strong partnerships and education with current and prospective clients within many public and private asset classes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate / Head of Internal Sales Desk
Axonic Capital
New York, NY
10.2023 - Current
- Develop and maintain Axonic's internal sales function, including the development of CRM and inputting processes for full sales cycle functionality.
- Serve as a subject matter expert on commercial real estate investments (direct lending, SASB, CMBS, etc.), residential real estate investments (residential transition loans, non-qualified mortgages, etc.), asset-backed securities investments (aviation ABS, consumer ABS, etc.), and other securitized credit and real estate debt asset classes.
- Act as a liaison between the investment team and clients for both private and registered product offerings.
- Monitor and track mandates with investment managers.
- Assist in analyzing and reconciling prospect and client data for integration into CRM systems.
- Source leads and service existing clients.
- Maintain regular communication and collaboration with key stakeholders across the organization, including risk management, portfolio management, macro research, operations, compliance, investor relations, and finance.
- Prepare a monthly commentary on the Interval Fund and Mutual Fund, offering insights into private and public markets, portfolio performance, and how to position strategies in clients' asset allocation.
Investment Analyst
Martello Re
Charlotte, NC
10.2022 - 06.2023
- Analyzed investment opportunities to support strategic decision-making processes.
- Conducted market research to identify emerging trends and potential risks.
- Collaborated with team members to prepare detailed investment reports and presentations.
- Monitored portfolio performance and provided insights for optimization strategies.
- Assisted in financial modeling to evaluate potential investment scenarios.
- Assisted in analyzing and reconciling STAT and GAAP Accounting measures
Client Portfolio Manager, Global High Yield
Barings
Charlotte, NC
12.2021 - 10.2022
- Facilitated communication between clients and investment teams.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Built and presented investment proposals for clients.
- Produced reports on current trends in the markets, asset allocations, and capital flows.
- Prepared and updated monthly and quarterly marketing materials in collaboration with research and portfolio management teams
- Acted as the voice of the portfolio manager for clients who wanted more detailed information on specific porttfolios and asset classes
Centralized Product Management Analyst
Barings
Charlotte, NC
02.2020 - 12.2021
- Provided in-depth competitor and regional fund flow analysis across traditional asset classes (Investment Grade, Global High Yield, Emerging Markets, Structured Finance, Equities) and private asset classes (Private Credit, Private Equity, Real Estate Equity, Real Estate Debt)
- Supported sales and investment teams on product updates for Barings' funds by producing timely reports.
- Created and maintained first firm wide asset flows tracker in Power Bl, specifically for committed capital and dry powder in private funds
- Built Client Service/Investor Relations function
Vice President, External Consultant
SkyBridge Capital
New York, NY
09.2019 - 02.2020
- External consultant for a global alternative investment manager with core businesses in hedge funds and private real estate.
- Worked directly with senior management in the execution of fundraising strategies for Skybridge's Fund of Hedge Funds product, Long Only Dividend Value Equity Mutual Fund, Offshore Fund of Hedge Funds, and the SkyBridge Opportunity Zone REIT.
- Conducted presentations to wire house branches on a broad range of Sky Bridge products and macroeconomic trends supporting the integration of alternative investments in a client's portfolio.
Associate, Internal Consultant
SkyBridge Capital
New York, NY
06.2018 - 09.2019
- Responsible for suitability analysis and operational management of in-house broker/dealer.
- Presented a thorough understanding of cyclical real estate investment trends, with analysis of capitalization rates and appropriate leverage levels.
- Acted as the point person for all CRM updates and maintenance.
Education
Bachelor of Arts - Business Administration & Management
Furman University
Greenville, SC05.2018
Skills
- Deep Understanding of Financial Markets and Investments
- Investment and Product Strategy
- Market Research and Analysis
- Lead Generation and Prospecting
- Client Relationship Management
- Negotiation and Deal Closing
- Strategic Planning
- Networking and Partnership Building
- Communication and Presentation
- Active Listening and Adaptability
- CRM Software Expertise
Hobbies and Interests
- Down Syndrome Awareness: Volunteer at Massachusetts Department of Mental Health
- Volunteer at Gigi’s Playhouse
- Golf instructor for Autistic and Down Syndrome children
- Golf: Member of the Division 1 Men’s Golf Team at Furman University, 3x NEPGA Tournament Winner
Languages
- French, Conversational
- Portuguese, Intermediate
Professional Development
CFA Level II Candidate, SIE – Securities Industry Essentials Examination, Series 7 – General Securities Representative Examination, Series 63 – Uniform Securities Agent State Law Examination
Certification
- FINRA: Series 7 & Series 63
- CFA: Level II Candidate
Languages
Portuguese
Limited
Fre
Professional
Timeline
Associate / Head of Internal Sales Desk
Axonic Capital
10.2023 - Current
Investment Analyst
Martello Re
10.2022 - 06.2023
Client Portfolio Manager, Global High Yield
Barings
12.2021 - 10.2022
Centralized Product Management Analyst
Barings
02.2020 - 12.2021
Vice President, External Consultant
SkyBridge Capital
09.2019 - 02.2020
Associate, Internal Consultant
SkyBridge Capital
06.2018 - 09.2019
Bachelor of Arts - Business Administration & Management
Furman University
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