Tony Blair, Cfa

Tony Blair, Cfa Email and Phone Number

Manager - Reliance Standard Investment Services @ Reliance Standard Life
Tony Blair, Cfa's Location
King of Prussia, Pennsylvania, United States, United States
Tony Blair, Cfa's Contact Details

Tony Blair, Cfa personal email

n/a
About Tony Blair, Cfa

Manager in portfolio analytics with background in Fixed Income Risk Management and Private Equity valuation modeling.

Tony Blair, Cfa's Current Company Details
Reliance Standard Life

Reliance Standard Life

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Manager - Reliance Standard Investment Services
Tony Blair, Cfa Work Experience Details
  • Reliance Standard Life
    Portfolio Analytics Manager
    Reliance Standard Life Oct 2023 - Present
    Philadelphia, Pennsylvania, United States
    -Review portfolio performance calculation and reporting-Oversee monthly portfolio valuation-Support quarterly ALM forecasting-Provide data and analytics as needed to support investment and risk management groups
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  • Reliance Standard Life
    Senior Investment Analyst
    Reliance Standard Life Jul 2019 - Oct 2023
    Philadelphia
    Analyze and report on investment portfolio performance. Provide data as needed to support investment desk in New York and risk management group in Tokyo.
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  • Vanguard
    Img Desk Developer
    Vanguard Feb 2019 - Jul 2019
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  • Vanguard
    Global Security Pricing Analyst
    Vanguard Aug 2014 - Feb 2019
    -Responsible for final review and sign-off of daily pricing for $2 trillion in equity holdings.-Serve as subject matter expert for pricing of 250 complex equity securities.-Develop new valuation models for private equity holdings.-Resolve technical issues to ensure daily process completion.-Continually expand expertise in Excel and Access programs, including significant VBA code development.-Manage and coordinate quarterly research and presentation events for 150+ attendees as Program Coordinator for Market Communication Initiative program.-Building new reporting infrastructure for monthly team performance metrics.-Analyzing team performance results and presenting to senior leadership.-Served as process lead for transition of pricing for 127 non-US-domiciled funds and $25 billion in assets: Completed October 2016. -Managed training of 19 new processes for 9 team members. -Developed and maintained procedures and conceptual knowledge documentation. -Created new database to consolidate 6 disparate fixed income pricing processes. -Facilitated knowledge transfer as subject matter expert for team.-Designed and built new process infrastructure using Access and Excel tools for pricing exchange-traded futures and options positions. Consolidated four processes into single function: Completed April 2016.
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  • Vanguard
    Fixed Income Investment Risk Management Analyst
    Vanguard Aug 2011 - Jul 2014
    -Produced monthly and quarterly risk and return reporting for senior leadership to present to CEO and Board of Directors.-Built risk analysis reporting as needed to support new active desk strategy proposals using Bloomberg and other tools as necessary.-Personally calculated official monthly tracking error for $750 million in index fund assets using Blackrock software and Excel.-Automated ongoing risk and return reporting processes using Access and Excel systems to extent that analyst role was no longer needed.
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  • Vanguard
    Derivative Operations Associate
    Vanguard Aug 2009 - Aug 2011
    -Developed new Access database to automate daily generation of futures margins and reconciliation with broker statements.-Ensured accurate daily pricing of fund derivative holdings.-Instructed necessary collateral movements and managed collateral exposures with trading counterparties.
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  • The Bank Of New York Mellon
    Intern- Private Wealth Management Control Group
    The Bank Of New York Mellon Jun 2008 - Aug 2008
    -Researched high net worth clients for indications of potential money laundering.
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  • S&T Bank
    Intern- Investment Research Analysis
    S&T Bank Feb 2007 - May 2008
    -Researched potential equity investments for wealth management department.-Assisted portfolio managers in developing equity valuation models.-Presented investment research at weekly portfolio review meetings.
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Tony Blair, Cfa Skills

Portfolio Management Investments Equities Finance Fixed Income Risk Management Derivatives Mutual Funds Valuation Microsoft Office Trading Writing Financial Analysis Copywriting Leadership Microsoft Excel Bloomberg Microsoft Powerpoint Microsoft Access Data Analysis Research Financial Modeling Microsoft Word Visual Basic For Applications Financial Risk

Tony Blair, Cfa Education Details

Frequently Asked Questions about Tony Blair, Cfa

What company does Tony Blair, Cfa work for?

Tony Blair, Cfa works for Reliance Standard Life

What is Tony Blair, Cfa's role at the current company?

Tony Blair, Cfa's current role is Manager - Reliance Standard Investment Services.

What is Tony Blair, Cfa's email address?

Tony Blair, Cfa's email address is an****@****ard.com

What is Tony Blair, Cfa's direct phone number?

Tony Blair, Cfa's direct phone number is +161050*****

What schools did Tony Blair, Cfa attend?

Tony Blair, Cfa attended Indiana University Of Pennsylvania.

What skills is Tony Blair, Cfa known for?

Tony Blair, Cfa has skills like Portfolio Management, Investments, Equities, Finance, Fixed Income, Risk Management, Derivatives, Mutual Funds, Valuation, Microsoft Office, Trading, Writing.

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