Charles Anselm, Cfa

Charles Anselm, Cfa Email and Phone Number

Helping LPs manage Multi-Asset Portfolios at scale | CEO & Co-Founder, OSYTE [O-Sight] @ OSYTE [O-Sight]
Charles Anselm, Cfa's Location
Seattle, Washington, United States, United States
Charles Anselm, Cfa's Contact Details

Charles Anselm, Cfa work email

Charles Anselm, Cfa personal email

n/a
About Charles Anselm, Cfa

As a CIO or Investment Advisor you want to make effective investment decisions and implement them in a timely manner so that you can deliver the required outcomes for your stakeholders. You also want to grow your assets under management, improve operational effectiveness of your team, and scale your investment capabilities. Osyte [O-Sight] was founded with the vision of human-machine collaboration across the investment process for multi-asset investors who allocate capital to alternatives and private assets, such that you use technology to produce better investment results for your team and your clients. #INVESTTECHLearn more about us: | https://osyte.com |Visit my personal blog: | www.everybasispointcounts.com |

Charles Anselm, Cfa's Current Company Details
OSYTE [O-Sight]

Osyte [O-Sight]

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Helping LPs manage Multi-Asset Portfolios at scale | CEO & Co-Founder, OSYTE [O-Sight]
Charles Anselm, Cfa Work Experience Details
  • Osyte [O-Sight]
    Ceo & Co-Founder
    Osyte [O-Sight] Oct 2020 - Present
    Seattle, Washington, Us
    Osyte's automated multi-asset investment workflow technology empowers LP investors to focus on high value investment decisions, and helps them scale & grow their AUM with technology without hiring more people. Osyte is solving key industry pain points in the multi-asset portfolio management process for asset allocation, risk management, rebalancing, illiquid asset trade order management, and liquidity management for alternatives & private asset commitments.Osyte was built by a team of portfolio managers, traders, quantitative researchers, and tech entrepreneurs. Osyte is a multi-asset investment technology platform built by investors for investors.
  • Russell Investments
    Senior Portfolio Manager
    Russell Investments 2011 - 2017
    Seattle, Wa, Us
    Portfolio manager and implementation advisor for institutional investors & OCIO clients. Worked with pension funds, endowments, foundations and superannuation funds to implement total fund portfolio strategies such as dynamic asset allocation, liability hedging, currency hedging, manager transitions and rebalancing. Strategies were implemented across total client assets of over $50 Billion including OCIO assets under management.Directed client portfolio management efforts as the main representative of portfolio strategies and articulated the investment process value and outcomes to clients and their consultants. Collaborated with C-level executives at client organizations in developing options-based risk management and hedging solutions to manage total fund risk and limit asset draw down.
  • Russell Investments
    Portfolio Manager
    Russell Investments 2007 - 2011
    Seattle, Wa, Us
    Managed over $8 billion in derivative investment assets across cash management, rebalancing, currency, liability and equity hedging strategies. Responsible for investment outcomes and deliverables for client accounts including portfolio management, trade order management and performance reporting. Provided strategic advice to clients on asset allocation / manager changes, and Investment Policy Statements for derivatives usage to implement their policy portfolio in the most cost effective and risk controlled manner.
  • Jpmorgan Chase & Co.
    Senior Financial Analyst
    Jpmorgan Chase & Co. 2006 - 2007
    New York, Ny, Us
    Responsible for providing financial and competitive analysis to the CFO organization, highlighting key issues and trends used for determining the bank’s cost of capital, deposit growth and marketing strategy. Analyzed deposit growth for overall industry and top competitors. Performed competitive analysis and developed a deposits dashboard with top 10 market share, deposit portfolio trends, retail branch growth, and key economic indicators for national and regional markets, used for determining product marketing strategy and valuation of acquisition targets.
  • Ericsson
    Project Manager | Senior Verification Engineer | Design Engineer
    Ericsson 1998 - 2004
    Kista, Stockholm, Se
    PROJECT MANAGER (2003 - 2004)Responsible for development and deployment of software for wireless telecommunication networks, which enabled mobile phone operations. Partnered with marketing, finance and design teams to identify customer requirements, create project budgets and develop appropriate solutions for large wireless service providers.SENIOR ENGINEER (2000 - 2003)Managed a team of four engineers to test the software for wireless networks prior to installation and customer rollout. Technical consultant for product development in Italy and delivered solutions to European wireless service providers.DESIGN ENGINEER (1998 - 2000)Developed software for communication and routing of wireless telephone calls, data and text across multiple mobile switching systems, location services and voice over internet protocols.

Charles Anselm, Cfa Skills

Portfolio Management Asset Allocation Capital Markets Business Development Alternative Investments Fixed Income Equity Trading Derivatives Valuation Financial Analysis Business Strategy Product Development Product Marketing Project Management Financial Modeling Asset Management Equities Hedge Funds Bloomberg Client Relations Public Speaking Team Leadership Teamwork Sales Presentations Client Focus Institutional Sales Relationship Management Options Strategies Foreign Currency Liability Analysis Quantitative Investment Strategies Institutional Investments Client Prospecting

Charles Anselm, Cfa Education Details

  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Investments & Finance
  • Iowa State University
    Iowa State University
    Civil Engineering

Frequently Asked Questions about Charles Anselm, Cfa

What company does Charles Anselm, Cfa work for?

Charles Anselm, Cfa works for Osyte [O-Sight]

What is Charles Anselm, Cfa's role at the current company?

Charles Anselm, Cfa's current role is Helping LPs manage Multi-Asset Portfolios at scale | CEO & Co-Founder, OSYTE [O-Sight].

What is Charles Anselm, Cfa's email address?

Charles Anselm, Cfa's email address is ch****@****yte.com

What schools did Charles Anselm, Cfa attend?

Charles Anselm, Cfa attended Texas Mccombs School Of Business, Iowa State University.

What skills is Charles Anselm, Cfa known for?

Charles Anselm, Cfa has skills like Portfolio Management, Asset Allocation, Capital Markets, Business Development, Alternative Investments, Fixed Income, Equity Trading, Derivatives, Valuation, Financial Analysis, Business Strategy, Product Development.

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