Bryan Edwards

Bryan Edwards Email and Phone Number

Fund Manager at CSD Social Venture Fund | Investment and Finance Professional @ CSD Social Venture Fund
Bryan Edwards's Location
Austin, Texas, United States, United States
Bryan Edwards's Contact Details

Bryan Edwards work email

Bryan Edwards personal email

n/a
About Bryan Edwards

Bryan Edwards is a Fund Manager at CSD Social Venture Fund, investing in early-stage startups focused on creating inclusive and accessible products/services.Previously, he was Senior Portfolio Manager Associate at Commerce Trust in Austin, TX, supporting the management of approximately $3.5 Billion in Institutional and Private Client Assets Under Management. Collaborating with Senior Portfolio Managers, he tailors specialized services to individual client needs. Independently, he manages his own book of roughly $30 Million in client assets.Prior to this role, he served as a Venture Partner at Ajim Capital, spearheading the Fund's initial Portfolio Construction, Investment Memo creation process and conducting due diligence on potential investments. His diverse experience also includes a role as a Commercial Credit Analyst at Commerce Bank, crafting comprehensive loan underwriting summaries, generating detailed credit reports, and collaborating with commercial bankers across diverse sectors, and playing a pivotal role in securing over $1.5 Billion in Payment Protection Program funds for commercial and small business clients. With a strong foundation in investment management, due diligence, portfolio management and credit analysis, he is dedicated to delivering value and contributing to success in the financial and investment industry.

Bryan Edwards's Current Company Details
CSD Social Venture Fund

Csd Social Venture Fund

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Fund Manager at CSD Social Venture Fund | Investment and Finance Professional
Bryan Edwards Work Experience Details
  • Csd Social Venture Fund
    Fund Manager
    Csd Social Venture Fund Oct 2024 - Present
    Austin, Texas Metropolitan Area
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  • Commerce Trust
    Senior Portfolio Manager Associate
    Commerce Trust Aug 2022 - Mar 2024
    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.• Educate clients alongside Portfolio Managers on diverse financial aspects, offering professional insights into investment opportunities, products, and services.• Author Institutional Investment Reviews, evaluating fees, Asset Allocation, and Security Selection to fulfill the long-term goals of existing and potential Institutional clients.• Serve as the Secretary of Commerce Trust's Investment Policy Committee (IPC).
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  • Commerce Trust Company
    Portfolio Manager Associate
    Commerce Trust Company Aug 2020 - Jul 2022
    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)
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  • Ajim Capital
    Venture Partner
    Ajim Capital Dec 2021 - Sep 2022
    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 and informing over 100+ African Founders as they listened live in a Twitter Space.• Expanded professional network through proactive engagement with peers and organizations, amplifying contacts and opportunities.
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  • Commerce Bank
    Credit Analyst
    Commerce Bank Jun 2019 - Aug 2020
    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.
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  • Commerce Bank
    Core Retail Bank Intern
    Commerce Bank May 2018 - Aug 2018
    • 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.
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Bryan Edwards Skills

Leadership Presentation Skills Liberal Arts Accounting Corporate Finance Account Management Sales Microsoft Powerpoint Data Analysis Sales Operations Investments Forward Looking Finance Strategic Planning Financial Services Asian Studies Financial Accounting Direct Sales Minitab Microsoft Office Microsoft Access Microsoft Word Microsoft Excel Time Management Customer Service Financial Analysis Interpersonal Skills Management Teamwork Financial Reporting Investment Banking Research Financial Projection

Bryan Edwards Education Details

Frequently Asked Questions about Bryan Edwards

What company does Bryan Edwards work for?

Bryan Edwards works for Csd Social Venture Fund

What is Bryan Edwards's role at the current company?

Bryan Edwards's current role is Fund Manager at CSD Social Venture Fund | Investment and Finance Professional.

What is Bryan Edwards's email address?

Bryan Edwards's email address is be****@****ank.com

What schools did Bryan Edwards attend?

Bryan Edwards attended Truman State University, St. Louis University High.

What skills is Bryan Edwards known for?

Bryan Edwards has skills like Leadership, Presentation Skills, Liberal Arts, Accounting, Corporate Finance, Account Management, Sales, Microsoft Powerpoint, Data Analysis, Sales Operations, Investments, Forward Looking.

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