Brad Vujtech Email & Phone Number

Chicago, Illinois, United States

Holland, Mi

Holland, Mi

• Manage Haworth Inc. investment assets consisting of the company 401(K), employee pension plan and Rabbi Trust. Total investment assets are in excess of $1.2 Billion.• Recommend asset shifts and manage policy changes to optimize long-term investment performance and support investment committee directives.• Provide ongoing research and due diligence on existing and potentially new investment managers. Conduct on-site manager meetings, evaluate risk adjusted returns and monitor fee… Show more • Manage Haworth Inc. investment assets consisting of the company 401(K), employee pension plan and Rabbi Trust. Total investment assets are in excess of $1.2 Billion.• Recommend asset shifts and manage policy changes to optimize long-term investment performance and support investment committee directives.• Provide ongoing research and due diligence on existing and potentially new investment managers. Conduct on-site manager meetings, evaluate risk adjusted returns and monitor fee agreements.• Actively monitor the investment calendar to meet all required funding requests and re-allocate investor distributions and dividends.• Prepare written presentation material and research reports for quarterly Investment Committee Meetings. Lead the discussion and present current investment manager updates and investment market summaries to the committee.• Continuously monitor the global investment markets to monitor core portfolio holdings and provide investment analysis and research. Haworth’s investment portfolios include domestic and international equities, domestic fixed income, emerging market debt and equity, private equity, core real estate, commodities and hedge fund holdings.• Negotiate loan agreements with lenders and establish short-term debt positions to minimize cash balances in corporate and subsidiary accounts. Control and minimize interest expense by selecting proper short-term borrowing instruments and maturities.• Direct the accumulation of historical data and disbursement forecasts to develop and refine weekly and monthly corporate cash-flow forecasts.• Initiate studies to assure minimal cash receipt float and optimize payment float. Recommend and implement proper controls over signatories for check and wire transactions and investment safekeeping.• Manage the North America Treasury desk to make sure all daily funding requirements have been completed and excess assets are invested to optimize short-term investment performance. Show less

Michigan City, Indiana

• Manage a portfolio of assigned accounts by developing overall asset allocation recommendations and provide ongoing investment research.• Implement the investment policies, procedures and actions developed by the Trust Investment Committee.• Review and monitor required capital change initiatives for individual client portfolios to execute required security transactions.• Assist upper management and the Trust Investment Committee in developing and updating departmental investment… Show more • Manage a portfolio of assigned accounts by developing overall asset allocation recommendations and provide ongoing investment research.• Implement the investment policies, procedures and actions developed by the Trust Investment Committee.• Review and monitor required capital change initiatives for individual client portfolios to execute required security transactions.• Assist upper management and the Trust Investment Committee in developing and updating departmental investment policy and procedures.• Proactively establish relationships with prospective clients and professional centers of influence to generate new business for the Trust & Investment Department.• Continuously monitor the global investment markets to monitor core portfolio holdings and provide investment analysis and research.• Handle the daily account rebalancing, individual security transactions and account administration on a series of assigned accounts in my portfolio.• Utilize Microsoft Office, Trust Investment Software and external investment platforms including Bloomberg and Morningstar to update official requests for proposals and develop investment marketing materials. Show less

Skokie, Il

• Utilize Bloomberg, Reuters, Thomson Analytics and Microsoft Office to perform daily analysis functions including fundamental equity research, investment sector performance, trade execution and forecasting risk scenarios of underlying investments. ITG actively traded assets across multiple investment instruments including listed equities, options, futures, and ETF’s.• Monitor key economic developments and central bank policy on a global scale to provide background research to the trading… Show more • Utilize Bloomberg, Reuters, Thomson Analytics and Microsoft Office to perform daily analysis functions including fundamental equity research, investment sector performance, trade execution and forecasting risk scenarios of underlying investments. ITG actively traded assets across multiple investment instruments including listed equities, options, futures, and ETF’s.• Monitor key economic developments and central bank policy on a global scale to provide background research to the trading desks. Continuously monitor global markets for macroeconomic impacts on current and future investments. • Provide daily written reports detailing planned economic releases, specific equity earnings announcements, SEC filings and key financial speakers that may have an impact on event driven trading strategies and core portfolio holdings.• Work in conjunction with the Risk Department to monitor open investment positions to forecast risk metrics and P&L scenarios given changes in the underlying markets.• Update an economic database on a daily basis utilizing Microsoft Excel and custom database query systems. This involves keeping track of historical economic indicators, exchange rates and yield curve pricings on a global macro scale with a focus on G-7 and emerging markets.• Daily execution of trades including listed equities, ETF’s, futures and options utilizing a series of front-end trading platforms including Redi+, RedSky Securities, Trading Technologies and International Trading Group proprietary software. Traded strategies including equity long/short, equity index, equity event driven, fixed income, commodity and foreign exchange arbitrage.• Provide superior customer service to the individual portfolio managers to provide accurate and detailed information in a very time sensitive atmosphere. Show less

Oak Brook, Il

• Worked in a consultant role maintaining relationships with the CFO’s, Investor Relations Directors, and Legal Representatives of several publicly traded companies including ITT Industries, Earthlink Inc., General Cable Corporation and Fleetwood Enterprises. • Created detailed spreadsheets outlining key fundamental financial ratios, diagrams displaying peer and sector performance, and related economic information. Also provided in depth research and background information on the core… Show more • Worked in a consultant role maintaining relationships with the CFO’s, Investor Relations Directors, and Legal Representatives of several publicly traded companies including ITT Industries, Earthlink Inc., General Cable Corporation and Fleetwood Enterprises. • Created detailed spreadsheets outlining key fundamental financial ratios, diagrams displaying peer and sector performance, and related economic information. Also provided in depth research and background information on the core institutional holders of the listed equities in my portfolio. This information included mutual fund/hedge fund core investment strategy, core portfolio holdings, turnover ratios and portfolio manager background details. • Retained 98% of existing accounts in an intensely competitive market by providing superior customer support, credible consulting services to senior management and effective coordination of company resources and services.• Successfully developed and executed a sales and business plan resulting in a 300% increase in client base and a revenue growth over $1.0M. Show less

Chicago, Il

• Executed orders for an electronic trading system that actively traded futures and options contracts listed at the CME, EUREX, LIFFE, CBOT, and NYMEX.• Assisted Head Trader in the Libor and Eurodollar trading activities at the Chicago Mercantile Exchange by performing yield curve analysis and updating trading models.• Utilized CQG, Reuters, Bloomberg, Globex2 and Microsoft Office to perform analysis on economic data, yield curves, listed equities and derivative contracts including… Show more • Executed orders for an electronic trading system that actively traded futures and options contracts listed at the CME, EUREX, LIFFE, CBOT, and NYMEX.• Assisted Head Trader in the Libor and Eurodollar trading activities at the Chicago Mercantile Exchange by performing yield curve analysis and updating trading models.• Utilized CQG, Reuters, Bloomberg, Globex2 and Microsoft Office to perform analysis on economic data, yield curves, listed equities and derivative contracts including fixed income, equity, energy and foreign currency futures and options. Show less

Chicago Il

• Trained on the GMI System and provided back-office support including balancing customer's accounts, settling out-trades and performing P&L analysis on a daily basis.• Assisted account executives by serving as a customer’s primary contact for trade related problems and general ledger questions including out-trade settlement and general ledger balances.• Performed margin calculations and foreign currency conversions to determine the risk parameters and financial obligations of the… Show more • Trained on the GMI System and provided back-office support including balancing customer's accounts, settling out-trades and performing P&L analysis on a daily basis.• Assisted account executives by serving as a customer’s primary contact for trade related problems and general ledger questions including out-trade settlement and general ledger balances.• Performed margin calculations and foreign currency conversions to determine the risk parameters and financial obligations of the institutional trading accounts.• Provided daily and month-end account balance statements for exchange traded futures and options positions.• Monitored all internal fund and external wire transfers on a daily basis to confirm customer margin accounts were successfully maintained. Show less

Master Of Business Administration (M.B.A.), Finance, 3.8

Bachelor’S Degree, Business Administration Pre-Law, 3.7

Activities and Societies: Beta Gamma Sigma, Sigma Chi Fraternity