Justin Takata
Manhattan Beach,CA
Summary
Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues.
Overview
23
23
years of professional experience
Work History
Head of Investment Grade Trading Desk
Guggenheim Partners
Santa Monicza , CA
2013.07 - Current
- Managed Guggenheim's $45bb portfolio falling under the Investment Grade Sector desk
- Managed a team of 6 traders and analysts
- Traded and oversaw both primary and secondary activity across all Investment Grade sectors which also included Aircraft EETC, Preferred, Hybrid, and Military Housing asset classes
- Actively involved in the credit review process as well as relative value decisions with senior portfolio managers
- Member of a social justice investment group aimed at providing financial capital to, and invest in, minority owned businesses
- Participate in both leadership and mentorship programs throughout the firm
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
Jr. Portfolio Manger
Aesir Capital Management
Stamford , CT
2012.02 - 2013.05
- Developed business model for our new long/short fund with Fixed Income as a focus
- Within a year of opening, grew AUM to $100mm and established QIB status
- Prepared and participated in investor presentations to raise money
- Researched fixed income alternatives to align with client asset allocation requirements.
- Developed and presented proposals for new investments.
- Facilitated portfolio performance review and implemented new strategies.
Jr. Portfolio Manager
Diamondback Capital
Stamford , CT
2009.03 - 2012.01
- Communicated market developments, portfolio changes and annual performance information to clients.
- Developed rebalancing strategies to minimize risk exposures.
- Developed and presented proposals for new investments.
- Adjusted portfolio exposures to compensate for market conditions.
Head of TMT Investment Grade Corporate Trading
Bank Of America
New York , NY
2001.07 - 2009.02
- Managed both cash and derivatives for the Telecom, Media, & Technology book within the Investment Grade Corporate Desk
- Maximized client connectivity while maintaining increased P&L performance
- Prior to the management position, I also traded Yankee banks and Cash/CDS for throughout the Energy sector
Education
Associate of Science - Finance And Information Systems
New York University - Stern School of Business
New York, NY05.2001
Skills
- Investment theme development
- Performance attribution
- Asset Management
- Trading operation management
- Performance monitoring
- Investment philosophy
- Business Development
Timeline
Head of Investment Grade Trading Desk
Guggenheim Partners
2013.07 - Current
Jr. Portfolio Manger
Aesir Capital Management
2012.02 - 2013.05
Jr. Portfolio Manager
Diamondback Capital
2009.03 - 2012.01
Head of TMT Investment Grade Corporate Trading
Bank Of America
2001.07 - 2009.02
Associate of Science - Finance And Information Systems
New York University - Stern School of Business
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