Director Of Capital Markets
Alan Biller And Associates [Top 15 Ocio And Investment Consulting Firm]
Menlo Park, Ca
Multiple Positions: Director of Capital Markets, Acting Head of Research, Managing Senior Research Analyst, Senior Research Analyst, Research AnalystGeneral Duties• Authored presentations and short white papers for client consumption.• Approved most asset allocations, acceptable funds, and clients’ manager changes. • Created new capital market assumptions and portfolios for consultant reference each year.• Ran hundreds of asset allocations for clients, both small and large.• Ran dozens of fund searches in most asset classes – private equity, direct lending, fixed income (core, core plus, multisector), commodities, risk parity, and portable alpha.• Monitored funds each quarter, with asset class coverage changing through time.• The ‘go to’ for puzzling out-of-the-box issues and helping others do what’s new to them.Technical Skills