Ronald Manning
Concord,CA
Summary
Driven Investment professional with expertise in investment performance analysis, due diligence, fund management, and evaluation of traditional and alternative asset classes. Well versed in cross-functional collaboration, C-Level communications, traded/liquid strategies, private equity, and direct investments. Key skills in flexibility, adaptability, time management, problem solving, and written/oral communications.
Overview
17
17
years of professional experience
3
3
Certification
Work History
Portfolio Manager
First Bank
Walnut Creek, CA
03.2023 - Current
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Conducted market research and analysis of macroeconomic factors affecting investment decisions.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Produced reports on current trends in the markets, asset allocations, and capital flows.
- Established relationships with external fund managers to access new products for clients.
- Provided advice on investment opportunities based on individual client profiles.
- Assessed potential investments using fundamental and technical analysis techniques.
- Performed due diligence on potential investments to ensure compliance with regulations.
- Executed trades in accordance with clients' instructions in a timely manner.
- Researched alternative investments such as commodities, currencies, derivatives.
- Analyzed economic indicators to anticipate changes in the market environment.
- Maintained updated records of transactions and adjusted portfolios accordingly.
- Collaborated with internal stakeholders including traders, analysts and advisors.
- Attended industry events to stay abreast of developments in the sector.
- Designed customized solutions for high net worth individuals or institutional investors.
- Advised clients on risk management strategies to mitigate losses from volatile markets.
- Recommended methods to increase yields and reduce risk exposure.
- Built and presented investment proposals for clients.
- Facilitated new investment strategies to address areas of underperformance.
- Met with clients on regular basis to discuss market trends, portfolio adjustments and performance details.
- Reviewed and rebalanced client portfolios to adhere to client investment limits.
- Provided options to high net worth clients to increase yields and minimize risk.
- Evaluated risk, gauged relative valuations and identified threats.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
Senior Investment Associate
University of the Pacific Endowment
Stockton, CA
01.2019 - 03.2023
- Analyze investment activity and process performance and attribution data across traditional and alternative asset class investments
- Perform initial and on-going due diligence on traditional and alternative fund managers with a focus on independent research and analysis
- Model, monitor, and evaluate investment risks in traditional and alternative portfolios
- Partner with consultants and Investment Committee to arrange sourcing and underwriting for new opportunities
- Craft and implement communication tools for the Chief Financial Officer (CFO) and Investment Committee
- Established improved portfolio risk monitoring process with private investment monitoring
- Utilized Bloomberg PORT function and VENN by Two Sigma to analyze risks across classes
- Improved CIO’s communications of risks, returns, and outlooks while enhancing timeliness and accuracy of reports; provided reports two weeks earlier
- Increased stakeholder understanding of endowment’s current position and improved ability to meet goals with streamlined communications between the investment team and Board of Regents.
Investment Analyst
Fort Worth Employees’ Retirement Fund
Fort Worth, TX
01.2016 - 01.2018
- Executed due diligence on current pension fund managers, monitored fund managers for a $2B fund, and delivered independent research and analysis
- Assessed capacity, performance, operational consistency, risk mitigation processes, and security selection process
- Collaborated with executives, consultants, and Board members to allocation liquid and illiquid asset classes and managers
- Researched and evaluated economic and market conditions to highlight impact on fund’s performance and assess likelihood of reaching long-term objectives
- Communicated in written and oral form to explain investment rationale with leadership
- Negotiated 10% reduction in manager fees
- Drafted new investment guidelines
- Recommended new fund managers to the Board in alignment with IPS guidelines.
Assistant Mutual Fund Manager/Portfolio Analyst
FCA Corp
Houston, TX
01.2007 - 01.2016
- Brainstormed and created new investment ideas for clients, firm model portfolios, and mutual funds in alignment with objectives in the client’s investment policy statement
- Secured accounts through monitoring holdings and impact of corporate actions, economic development, and industry news
- Analyzed and reported equity/fixed income securities’ performance to identify optimization areas
- Utilized Bloomberg Analytics and other software to design optimized portfolios
- Enhanced quality and efficiency for security and fund level attribution analyses through implementation of Bloomberg and portfolio management applications
- Delivered new investment ideas to the Investment Committee and updated analysis of securities/funds in accounts
- Launched trading system to maximize portfolio trades, resulting in pricing improvement of 25% and trade error reduction of 90%.
Education
Master of Science in Finance -
Texas Tech University
Bachelor of Arts in Policy Studies -
Rice University
Skills
- Performance Reporting
- Portfolio Management
- Analysis
- Endowment Management
- Asset Classes
- Investment Vehicles
- Due Diligence
- Financial Markets
- Risk Mitigation
- Financial Analysis
- Data Analytics
- Data Analysis
- Decision-Making
- Risk Assessment
- Risk Analysis
- In-Depth Research
Certification
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Certificate in Investment Performance Measurement (CIPM)
Timeline
Portfolio Manager
First Bank
03.2023 - Current
Senior Investment Associate
University of the Pacific Endowment
01.2019 - 03.2023
Investment Analyst
Fort Worth Employees’ Retirement Fund
01.2016 - 01.2018
Assistant Mutual Fund Manager/Portfolio Analyst
FCA Corp
01.2007 - 01.2016
Master of Science in Finance -
Texas Tech University
Bachelor of Arts in Policy Studies -
Rice University