Masco Barrett IV
Dallas,TX
Summary
Experienced Financial Services Professional with over 4 years of expertise in financial planning and crafting sophisticated investment strategies. Skilled in meticulous attention to detail and fostering strong client relationships. Demonstrated success in advising non-profits, institutions, and high-net-worth individuals in navigating large-scale investments. Committed to ongoing professional development, with plans to pursue the CFA designation starting August 2024 to further enhance industry knowledge.
Overview
3
3
years of professional experience
Work History
Investment Specialist
JP Morgan Chase Private Bank
05.2022 - 02.2024
- Drove business growth through proactive prospecting strategies including cold-calling, targeted email outreach, and participation in networking events, leading to a 25% increase in new business leads.
- Developed and delivered persuasive prospect and client pitch books, contributing to a30% rise in successful conversions.
- Managed diverse portfolios totaling over $1 Billion in assets across 30 client accounts, spanning family offices, educational institutions, foundations, high-net-worth individuals, and non-profit organizations.
- Directed portfolio construction and tactical shifts for assets exceeding $50 million, informed by comprehensive research on market trends, economic conditions, and regulatory changes.
- Provided detailed investment performance reports to board members, facilitating informed decision-making and goal achievement.
- Conducted due diligence on fund managers across equities, fixed income, private credit, and other alternative investments, ensuring portfolio resilience in current market conditions.
- Advised clients on transitioning from cash positions into diverse investment strategies, resulting in $30 million more invested through managed accounts.
- Enhanced client satisfaction through tailored investment advice and customized financial planning strategies.
Investment Research Specialist
M.L. Barrett Trucking Corp
03.2021 - 05.2023
- Developed detailed reports utilizing Microsoft Excel and industry research to calculate potential portfolio returns, risk statistics, and asset allocation.
- Compiled and analyzed data from various sources on 30+ companies in the technology, energy, healthcare and financial services sector presenting findings to management to enhance decision-making capabilities.
- Devised and executed effective investment strategies, exceeding our target return on investment of 7% by 5% through opportunistic alpha capture within current market conditions.
- Assessed company plans, formulated investment strategies, and monitored performance to surpass target ROI by 5%.
- Utilized Microsoft Excel and industry research to produce comprehensive reports on potential portfolio returns, risk statistics, and asset allocation, aiding informed decision-making processes.
Financial Representative
Fidelity Investments
06.2021 - 05.2022
- Cultivated and maintained strong customer relationships across the financial services industry, catering to low to high-net-worth individuals, resulting in exceptional 98% customer satisfaction rate.
- Strategized and implemented a customer relationship strategy focused on client satisfaction and retention, contributing to a revenue increase of $20 billion in 2021.
- Managed the creation of client investment portfolios, execution of trades, and facilitation of routine meetings, delivering a top-tier client experience and maintaining a monthly customer satisfaction rate exceeding 95%.
- Elevated client engagement within the securities industry by 15%, expanding opportunities for planning and advisory services.
- Conducted regular portfolio reviews with clients to evaluate progress toward goals and adapt strategies as necessary, ensuring alignment with client objectives and enhancing overall satisfaction.
Education
Master Of Business Administration - Finance & Investing
Southern Methodist University, Cox School of Business
Dallas, TX03.2024
Bachelor of Science - Criminal Justice
Virginia Commonwealth University
Richmond, VA12.2019
Skills
- CERTIFICATIONS & SKILLS
- Licenses:
- Securities Industry Essentials Exam (SIE), Series 7 (FINRA), Series 66 (NASAA)
- Technical: Bloomberg Terminal, Capital IQ, Morningstar, Microsoft Excel, Valuation
- Quantitative: Portfolio Analysis, Asset Allocation, Financial Reporting
- Transferrable: Leadership, Public Speaking, Strategic Thinking, Business Development
Timeline
Investment Specialist
JP Morgan Chase Private Bank
05.2022 - 02.2024
Financial Representative
Fidelity Investments
06.2021 - 05.2022
Investment Research Specialist
M.L. Barrett Trucking Corp
03.2021 - 05.2023
Master Of Business Administration - Finance & Investing
Southern Methodist University, Cox School of Business
Bachelor of Science - Criminal Justice
Virginia Commonwealth University
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