Daniel Miller, Cfa Email & Phone Number

Los Angeles, Ca, Us

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Responsible for covering 30+ high yield bond and leveraged loan issuers in the Food & Beverage industry

Led due diligence coverage of High Yield Bond, Multisector Bond, Short-Term Bond, Government Bond, and TIPS sub-asset classes, representing $40B+ in platform assets under administration (AUA)Interviewed 50+ internal and external portfolio managers annually over 100+ meetings, uncovering and analyzing quantitative and qualitative factors to determine future risk and return prospectsInfluenced $500M+ of fund allocation decisions across 22,000 plan sponsor clients and millions of account holders through preferred fund selections within each covered sub-asset classInformed thousands of client interactions through creation of weekly decks detailing Fidelity’s view on timely and relevant macroeconomic topics, which were presented to 300+ investment advisers

Boston, Massachusetts

Led due diligence coverage of US Mid-Cap Value Equity, US Small Cap Value Equity, Emerging Markets Bond, Global Equity, and Healthcare sub-asset classes, representing $20B+ in platform AUADeveloped and implemented team key performance indicator approved by management, building methodology to calculate the performance of recommended fund lists across 20+ sub-asset classesFormulated a holistic approach for Emerging Markets Bond fund analysis, integrating country, sector, credit quality, yield curve, macro scenario, and currency data into a single portfolio data templateInformed asset allocation decisions for $1T+ AUA by generating various efficient frontier analyses detailing optimal portfolio asset allocations seen on the widely distributed Optimal Plan Lineup paper

Greater Boston Area

Generated 80+ quarterly Funds For Discussion (FFD) presentations, for use during plan sponsor fund lineup discussions affecting millions of 401k plan account holders

Westlake, Tx

Managed clearing statement accuracy for 40+ clients with a combined total of $185B AUMDiscovered, investigated, remedied, and presented to the CFO a systematic payout issue involving mutual fund 12b-1 fees, resulting in properly allocating $1.6M in missed revenue to 85 clients

Boston, Ma

Master Of Business Administration - Mba, Capital Markets & Investments

Activities and Societies: Investment Management Club, Alpha Challenge liaison

Bachelor'S Degree, French Language And Literature, Computer Science

Activities and Societies: 2014-2015 Captain of Colgate Rugby Football Club, 2013-2014 Executive Board Member of Theta Chi Fraternity.

Education record