Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marc Pepin

Hoboken

Summary

Talented Portfolio Manager bringing [Number]+ years of experience in making proactive fund proposals. Skillful managing exposure, maintaining client satisfaction and capitalizing on emerging opportunities.

Overview

10
10
years of professional experience

Work History

Portfolio Manager

BERKSHIRE BANK
01.2023 - Current
  • Responsible for the ongoing credit and relationship management for a portfolio of 30 Asset Based Lending deals. Working closely with Relationship Managers, Credit Team and Operational Teams to monitor financial performance, collateral trends, credit risk, and to evaluate new business opportunities as well as day to day management of reporting requirements and financial analysis.
  • Preparation of client presentation materials

Senior Portfolio Analyst, Wealth Management

BANK OF NEW YORK MELLON
01.2020 - 01.2023
  • While working on the High-Net-Worth Investment Management Team ($10MM+ liquid assets), supported Wealth Managers in all aspects of client relationships.
  • Preparation of client presentation materials, including providing financial projections and performance, retirement planning, and estate planning.
  • Executed wire transfers and other ad hoc client requests including analyzing tax and financial statements.

Global Wealth & Investment Manager, Investment Solutions Group

BANK OF AMERICA
01.2016 - 01.2020
  • Delivered exceptional operational support serving as the Team Lead serving in an Error Correction role and was a key member of the Investment Consulting Committee focused on process efficiency enhancement. Credited with greatly reducing service times and reducing future financial risk by developing and implementing a new trade input process.
  • Engaged with financial advisors and identified product related issues interrupting workflow. Identified the root cause of those issues and mitigated the problem with minimal market exposure; all requests and issued were diagnosed and resolved within 48 hours.
  • Onboarded and lead training efforts for three new colleagues for a period of two months, preparing them to join and contribute to the organization in complex roles.

Education

Bachelor of Arts - Economics; Minor in English

VILLANOVA UNIVERSITY
01.2016

Skills

  • Equity valuation
  • Client relations
  • Client relationship management
  • Client interfacing
  • Wealth management
  • Data analytics
  • Financial analysis

Timeline

Portfolio Manager

BERKSHIRE BANK
01.2023 - Current

Senior Portfolio Analyst, Wealth Management

BANK OF NEW YORK MELLON
01.2020 - 01.2023

Global Wealth & Investment Manager, Investment Solutions Group

BANK OF AMERICA
01.2016 - 01.2020

Bachelor of Arts - Economics; Minor in English

VILLANOVA UNIVERSITY

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