Derek Oglesby, Cfa Email & Phone Number

Charlotte, Nc, Us

In this role, I analyze ROI, capitalization rates, and trends, manage financial systems, create action plans, and reduce impact variances to devise and execute business consulting and development strategies. Utilizing trend analysis best practices, I competitive market assessment by evaluating local market characteristics and trends. While performing as managing director to implement quantitative and risk mitigation expertise in financial, investment, and real estate projects.Highlights of accomplishments in this role include:• Adopted sales practices to sell hundreds of properties worth 50K to 2MM and optimized multimillion-dollar real estate transactions.• Implemented effective sales approaches and agile software, generating $10M in top-line real estate sales.• Finalized projects involving financial modeling, ratio, company analysis, and Pro-forma projections by using deploying business, economics, finance, and analytical expertise.• Analyzed relative value in market to track investment opportunities by devising residential real estate investment model.

During this tenure, I devised and implemented risk mitigation strategies, including stress testing and measuring volatility to track errors. Eliminated market, sector, credit, and interest rate risk by conducting quantitative risk analyses on the firm’s investment portfolios. Led efforts to enhance first-quartile product performance and measure top-tier risk metrics in contradiction of peer groups on several product styles. Aided in making effective decisions focusing on macroeconomic conditions and quantitative data by designing macroeconomic leading index to predict the cyclical nature of monetary Federal Reserve policy. Conducted in-depth analysis of portfolios and investments to elevate staff performance by 50% while devising efficient portfolio management models.Highlights:• Assured smooth flow of investment risk information by overseeing portfolio, credit, and economic modeling functions.• Communicated with clients regarding treasury, pension, public funds, and foundations to assist management of institutional client investment portfolios in compliance with core plus, intermediate, and short-term policies. • Analyzed comparisons and portfolios to establish a secure portfolio management system based on portfolio sensitivity.• Supported the company in maintaining accounts by developing an exceptional customized firm-wide account compliance system adhering to the firm’s 40-plus investment policies.• Boosted performance by creating and implementing a proprietary portfolio attribution model focusing on underlying performance.• Streamlined fixed-income portfolios and traded securities operations by suggesting best buy/sell strategies related to asset allocation, yield curve, and credit determinations.• Improved asset allocation, yield curve, and decision-making ability of senior managers by installing various portfolio management tools using technical expertise.

Hartford, Ct, Us

• Supported traders and analysts to evaluate and monitor characteristics of the firm’s large investment grade and non-investment grade portfolios• Assisted portfolio managers with cash flow testing, scenario testing, and sector allocation decisions• Analyzed the competitive landscape of various industries and assessed the pros and cons of potential investments• Reviewed and evaluated individual portfolio holdings

Master Of Business Administration (Mba)

Bachelor Of Science (Bs), Mathematics