Brian O'Rourke, Cfa Email and Phone Number
Senior investment professional with over 25 years experience working across international markets and building investment solutions across institutional and retail markets. Strong expertise of investment process oversight including asset allocation, manager selection, and multi-manager portfolio construction.- Significant investment process oversight experience and implementing process change to delivered improved investment outcomes and enhanced risk management. - Extensive knowledge of the global asset management industry gained over 20 years of experience conducting detailed manager research across a range of asset classes. - Track record in leading multi-manager/multi-asset investment teams and delivering innovative solutions.- Significant experience in leading and managing teams.
Universal-Investment
View- Website:
- universal-investment.com
- Employees:
- 1223
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Head Of Investment ManagementUniversal-InvestmentDublin, Ie -
Head Of Investment PartnershipsMediolanum International - Ireland Jan 2018 - Jul 2024Dublin• Member of the Investment Committee in an Irish Central Bank approved position (CF1). The committee oversaw significant expansion of the product offering and growth in assets under management over this period. • Responsible for the oversight and development of key strategic external sub-advisory relationships, including direct oversight of MIFL’s largest individual fund. • Played a key role in the expansion of investment with independent "boutique" asset managers to build more… Show more • Member of the Investment Committee in an Irish Central Bank approved position (CF1). The committee oversaw significant expansion of the product offering and growth in assets under management over this period. • Responsible for the oversight and development of key strategic external sub-advisory relationships, including direct oversight of MIFL’s largest individual fund. • Played a key role in the expansion of investment with independent "boutique" asset managers to build more differentiated multi-manager portfolios. • Led a number of product enhancements which incorporated significant portfolio changes and revamping of fund propositions. • Contributed to the development of the Responsible Investment Strategy and roll out of an enhanced ESG approach for multi-manager portfolios. • Frequent media contributor with leading industry publications. Marketed and presented at key client conferences across Europe. Show less -
Head Of Multi-ManagerMediolanum International - Ireland Aug 2015 - Dec 2017Dublin, County Dublin, Ireland• Member of the Investment Committee in an Irish Central Bank approved position (CF1). The committee oversaw significant expansion of the product offering and growth in assets under management over this period. • Managed the development of the multi-manager team responsible for selection and monitoring of external manager strategies and management of multi-manager portfolios.• Led a redesign of the investment process including a new proprietary manager selection, manager blending… Show more • Member of the Investment Committee in an Irish Central Bank approved position (CF1). The committee oversaw significant expansion of the product offering and growth in assets under management over this period. • Managed the development of the multi-manager team responsible for selection and monitoring of external manager strategies and management of multi-manager portfolios.• Led a redesign of the investment process including a new proprietary manager selection, manager blending and portfolio construction process. • Oversaw a number of new investment propositions which led to the launch of products which were successfully brought to market. Show less -
Head Of Multi-Asset InvestmentBank Of Ireland Pb Sep 2013 - Jul 2015Dublin• Led the multi-asset team with responsibility for the investment house view, asset allocation, manager selection and product communications. • Enhanced the investment process and developed innovative solutions focused on absolute return strategies. -
Head Of Multi-Manager & AlternativesBank Of Ireland Dec 2005 - Sep 2013Dublin• Senior member of the investment team with responsibility for the development and oversight of a range of new multi-asset/multi-manager funds which became the core investment offering.• Developed the investment process by adding diversified sources of fund returns into multi-asset funds and incorporating strategies such as managed futures, tactical credit and long short equity. -
Investment ManagerIrish Life International 2002 - 2005• Member of the core investment team responsible for managing a range of multi-manager funds available to offshore clients.• Responsible for reviewing and monitoring existing investments with third party investment managers across a range of asset classes. Presented to the board on funds on watch and new funds proposed for investment.
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Research ConsultantCambridge Associates Apr 2001 - Dec 2002London Area, United Kingdom• Led a newly formed manager research department focused on public markets. Developed the team and the approach to investment manager evaluation and communicated on these findings to senior stakeholders and key clients.• Conducted due diligence and created buy list on European based managers with a particular focus on equity and hedge fund strategies. -
Senior Consulting AssociateCambridge Associates Apr 1998 - Apr 2001Boston, Massachusetts, United States• Team leader responsible for managing client workflow across a team of 7 associates and guiding their personal development. • Worked with institutional clients on projects related to investment planning, asset allocation and manager selection. • Specific focus on building bespoke alternative asset investment programs for institutional clients.
Brian O'Rourke, Cfa Education Details
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Bachelor Of Business Studies (Accounting & Economics)
Frequently Asked Questions about Brian O'Rourke, Cfa
What company does Brian O'Rourke, Cfa work for?
Brian O'Rourke, Cfa works for Universal-Investment
What is Brian O'Rourke, Cfa's role at the current company?
Brian O'Rourke, Cfa's current role is Head of Investment Management.
What schools did Brian O'Rourke, Cfa attend?
Brian O'Rourke, Cfa attended University Of Limerick.
Who are Brian O'Rourke, Cfa's colleagues?
Brian O'Rourke, Cfa's colleagues are Paweł Urbański, Lincoln Abraham, Dennis Pohl, Sandra Fischer, Sébastien Bollmann, Michał Małyszek, Monika Walewicz-Musiał.
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