Joan Alexandre Email & Phone Number

Conducts research and analysis of various investment products, including annuities and securities-related insurance.

Dallas, Texas

- Understanding, documenting, and communicating (internally and externally) the qualitative underpinnings of an investment's risk-adjusted return process drivers for discretionary model portfolios-Monitor and conduct panoptic strategy reviews of current asset managers (equity, fixed income, real and multi-asset)-Craft enclopedic strategy evaluations, heighened surveillance reports, and external communications on covered managers -Maintain 'benchlist' of investment… Show more - Understanding, documenting, and communicating (internally and externally) the qualitative underpinnings of an investment's risk-adjusted return process drivers for discretionary model portfolios-Monitor and conduct panoptic strategy reviews of current asset managers (equity, fixed income, real and multi-asset)-Craft enclopedic strategy evaluations, heighened surveillance reports, and external communications on covered managers -Maintain 'benchlist' of investment managers: participating in manager searches and collaborating in communication of recommendations to Investment Committee -Compose timely written communications on marketing-moving macroeconomic developements - Direct end-to-end processes for quarter-in-review model commentary, producing asset class and individual fund narratives for total return and yield-focused strategies Show less

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Bachelor Of Science (B.S.), Foreign Languages, Literatures, And Linguistics

Study of foreign languages with major concentration in French and minor in Spanish, completed while also pursuing a dual pre-medical.

Master'S Degree, Investment Management And Financial Analysis