Bryan Edwards Email & Phone Number

Austin, Texas Metropolitan Area

Austin, Texas Metropolitan Area

• Collaborate with Senior Portfolio Managers to manage approximately $3.5 Billion in Institutional and Private Client Assets Under Management, tailoring specialized services to individual client needs.
• Independently manage around $30 Million in Institutional and Private Client Assets Under Management, delivering bespoke investment services aligned with client-specific requirements.
• Analyze and curate data on diverse securities and investment products, supporting Portfolio Managers in executing proprietary equity strategies.
• Execute daily trades and rebalancing actions to monitor client portfolios, adhering to long-term investment strategies.
• Formulate and execute investment strategies aligned with long-term portfolio objectives.
• Develop portfolio performance reviews and generate quarterly written reports highlighting emerging macro-economic and capital market trends for clients.

Greater St. Louis

• Assist in managing roughly $3.5 Billion in client investment portfolios by providing specialized services tailored to clients' specific needs.
• Research and gather data on an array of individual securities to assist Portfolio Managers in the development and execution of various proprietary equity strategies
• Handle daily trading and re-balancing responsibilities to monitor client portfolios maintaining focus on long-term investment strategies
• Produce portfolio performance reviews and generate written communication on developing macroeconomic and capital market trends
• Aid Portfolio Managers in educating clients on various financial matters and provide professional recommendations on investment opportunities, products and services
• Secretary of Commerce Trust Company's Investment Policy Committee (IPC)

Austin, Texas Metropolitan Area

• Spearheaded the initial framework for the Fund's Portfolio Construction, driving its development.
• Conducted rigorous due diligence on over 250 pitch decks for potential investments.
• Pioneered the formulation of Investment Memos, capturing critical elements like business plans, target market research, deal sizing, and financial projections.
• Conducted interviews with over 30 Founders and Co-Founders during comprehensive Pitch Meetings as part of the Investment Due Diligence process.
• Stayed at the forefront of industry trends and market advancements for strategic advantage.​​
• Captivated listeners with in-depth analysis of Capital Markets, Venture Capital, and Institutional Investing trends in 2022 on the Ajim Capital podcast, resulting in increased engagement with the Ajim Capital website.

Greater St. Louis Area

• Played a pivotal role in the corporate pandemic task force, meticulously verifying loan documentation that led to securing over $1.5 Billion in Payment Protection Program funds for commercial and small business clients.
• Crafted comprehensive loan underwriting summaries for the executive loan committee, encompassing new and existing relationships within the Commercial lending division.
• Generated detailed credit reports incorporating financial statement analysis, cash flow assessment, repayment capacity, and collateral valuation to evaluate client and prospect creditworthiness.
• Collaborated with commercial bankers spanning diverse sectors including Consumer and Commerical Goods, Commercial and Residential Real Estate, Manufacturing, Hospitality, and Aerospace.
• Delivered persuasive presentations to upper management and executive teams, offering informed loan recommendations.
• Actively participated in Commerce’s Bank Trainee Program, a rotational initiative designed for new college graduates, which included interaction with Commerce’s C Suite to chart a growth trajectory within the company.

• Pioneered a comprehensive two-month market study aimed at enhancing customer engagement at retail branches, resulting in an enriched overall customer experience.
• Worked closely with the Retail Bank Administration, contributing to day-to-day operations and activities.
• Collaborated with Business Transformation teams to conceptualize innovative strategies for refining the branch experience.
• Assisted Sales Management teams in evaluating customer experience, both internally and in comparison with competitors.
• Engaged with workforce management groups to optimize talent acquisition, while meticulously analyzing performance metrics of internal branch bankers.

Bachelor Of Science - Bs, Finance,

Activities and Societies: Brother of Delta Sigma Pi, Member of the Student Run Business Initiative (SRBI), Member of the Varsity football.

Education record

Activities and Societies: Varsity Football, VP of ACES (Association of Cultural Enrichment at SLUH)