RYAN SOUCY, CFA

• Partnered with 18 concurrent institutional clients (small to over $4 billion in assets) and managed assets totaling over $13 billion in multi-sector portfolios
• Managed 11 distinct fixed income and equity strategies – each created to meet the needs of the clients’ risk and liability profile
• Provided credit analytics and risk analysis on over $10 billion of acquisition and risk transfer opportunities for reinsurance company and asset management clients
• Monitored over 60 portfolios continuously for risk factors such as concentration, sector and geographic exposure, and other qualitative factors including ESG; designed bespoke compliance systems
• Managed a ~$120 million high-yield fixed income strategy for 'core-plus' clients to boost portfolio yields while managing credit risk
• Introduced and integrated a quantitative overlay to internal emerging market debt analysis enabling a more insightful view of risk-adjusted rewards by the investment policy committee
• Authored engaging presentations and investment education sessions for clients, presenting to boards of directors, C-suite officers, and ratings agencies
• Successfully pitched new business opportunities leading to five finals and $2.3 billion in new and retained assets; existing clients increased in-force asset management mandates 345%
• Created over a dozen tools integrating SQL, Excel, and other programming languages to enhance portfolio analysis; designed prototypes for our proprietary platform; led the implementation testing of our new portfolio management platform.

• ormulated long-term investment strategies using advanced ALM modeling software
• Lead analyst in consulting engagements responsible for forecasting, modeling, client communication and presentation
• Generated and presented original and robust analyses such as what-if breakdowns, before-and-after investment performance comparisons and stress-tests
• Created a database-driven process for performing a thorough investment risk peer analysis, validating the consulting client’s investment methodology
• Authored the annual study on the investment environment in the P&C industry
• Created 3 custom tools to 1) enable faster model building and reconciliation and 2) facilitate robust peer analyses of underwriting performance and investment allocation.

• Incorporated new software and technologies to enhance automation, data homogeneity and quality
• Guided external auditors through the back office accounting operations process, receiving a non-qualified opinion each year.

Product testing, development and client support for financial reporting and trading software.

Portfolio accounting experience for a prestigious Boston fixed income manager. Created a bespoke system for tracking and correcting reconciliation issues.

As a custody accountant, I specialized in domestic rate derivatives, foreign currency swaps, and structured fixed income funds. Proactively worked with paying agents to maximize proper recognition of income