Robert "Mac" McCrory
Seattle,WA
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 problem-solving and streamlining processes.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Portfolio Administrator
Parametric Portfolios
07.2019 - Current
- Conquer large data sets of financial accounts with widely ranging variance in daily issues to be resolved within a timely manner – multiple deadlines to meet daily with anywhere from 7k-10k accounts to be ready to trade
- Streamlined morning processes by creating VBA macros in key areas of improvement to increase productivity, maximizing teams' efficiency throughout daily morning deadline of 7am PST – expedited morning processes by 30 minutes prior to 7am deadline
- Categorize, identify, and resolve large arrays of daily issues in data to hedge risk while trading, consistently top on team in efficiency and accounts ready to trade under my responsibility
- Spearheaded the overhaul of our Fixed Income reconciliation procedure, aligning it with the rest of the Parametric's operations – simplifying the procedure in the process, making it universally understood by associates.
Data Analyst Intern
WestRiver Group, LLC. (Venture Capital)
06.2018 - 12.2018
- Interpreted large sets of financial data in order to gather real-world meaning from a series of input variables, and built a model using these inputs to predict the success of provided deals, easing the decision making process for possible ventures
- Assembled models in R, R Shiny, and VBA/Excel macros to streamline a method of uploading relevant information into a CRM in order to improve the efficiency of the deal-flow process for the firm
- Developed a user-friendly interface which allows the debt team to make informed, and data-driven decisions with hard supporting evidence.
Student Portfolio Manager
Trinity University Student Management Fund (SMF)
08.2017 - 05.2018
- Collaborated with 20+ peers to manage $6MM on Trinity University's endowment in a financial portfolio
- Forecasted and analyzed financial documents to value potential stocks with Bull, Bear, and Base cases
- While working in small groups of three to form these valuations and make our investment decisions – both stock reports given by my group was voted on successfully and purchased
- Adhered to fiduciary duty to research and vote on decisions regarding the endowments investments.
Data Analyst & Player/Team Evaluator Intern
San Antonio Stars (WNBA)
10.2016 - 10.2017
- Analyzed large data sets with programs such as MATLAB, R (Shiny), STATA, Excel – presented weekly to upper management and coaches
- Advised General Manager Ruth Riley, Stars General Manager, executing data analysis & team/player evaluation – led to Kelsey Plum being drafted #1 overall by our team in 2017
- Produced analytic methods rooted in mathematics dealing with business strategy, aiding management in personnel decision making, team win/loss record improved drastically over this time period
- Developed and maintained databases/spreadsheets from base-level statistic to assist Head Coach Vicki Johnson and GM Ruth Riley in making executive decisions.
Education
Bachelor of Science in Mathematical Finance -
Trinity University
San Antonio, Texas05.2018
Skills
Portfolio Management
Reconciliation
Due diligence
Organization
Microsoft Office
Advanced expertise: Confluence, Workday, VBA
Intermediate expertise: R, R Shiny, Bloomberg, Python, Taableau, STATA, FactSet, Stock Trak, MATLAB
Cash Management
Investment Research
Relevant Coursework
Financial Administration of Business Firms, Investments & Analysis, Financial Management & Policy, Financial Mathematics, Intermediate Microeconomics, Econometrics, Intermediate Financial Accounting I, Calculus 1-3, Statistical Methods, Modern Mathematics, Differential Equations/Linear Algebra, Game Theory, Legal Issues in Sport, Student Managed Fund, Sports Economics
Leadership Experience
Baseball coach for select teams 2019 to present.
Delta Sigma Pi Business Professional Fraternity, Social Chair & Active Member, 02/2015, 05/2018, Networked with peers to improve abilities and professional skills through workshops and mock interviewsWorked with other business-minded students on coursework and external DSP-related events
Baseball
Baseball is one of my passions. I began playing in Little League and continue to play in a local adult league. Through baseball I have developed leadership skills, learned the value of teamwork, built resilience, and learned to organize my time. In addition to playing, I am the assistance coach at my high school alma mater and coach a select U-14 team which allows me to develop youth players. The opportunity to model respect, sportsmanship, and passion for the game provides me with a path to give back to the game.
References
- Will McNamara, (206) 406 - 4703, wmcnamara@paraport.com, Former Operations Manager at Parametric
- Charlie West, (206) 913-7755, Charliewest1295@gmail.com, Senior Portfolio Administrator at Parametric
- Rebecca Moe, (206) 525-2714, RMoe@UniversityPrep.org, Director of Athletics, University Preparatory Academy
- Gregg Bell, (206) 321-1657, bellgregg@yahoo.com, Reporter for The News Tribune/Head Coach of University Prep Varsity Baseball
- Ruth Riley, (574) 532-1045, ruthriley@mac.com, Former GM of San Antonio Stars
- Vickie Johnson, (917) 287-1619, vjay555@aim.com, Asst. Coach of Atlanta Dream
Timeline
Portfolio Administrator
Parametric Portfolios
07.2019 - Current
Data Analyst Intern
WestRiver Group, LLC. (Venture Capital)
06.2018 - 12.2018
Student Portfolio Manager
Trinity University Student Management Fund (SMF)
08.2017 - 05.2018
Data Analyst & Player/Team Evaluator Intern
San Antonio Stars (WNBA)
10.2016 - 10.2017
Bachelor of Science in Mathematical Finance -
Trinity University
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