Jim Oswald, Cfa

Jim Oswald, Cfa Email and Phone Number

Senior Financial Advisor and Portfolio Manager @ T2 Asset Management, LLC
oakbrook terrace, illinois, united states
Jim Oswald, Cfa's Location
Naperville, Illinois, United States, United States
Jim Oswald, Cfa's Contact Details

Jim Oswald, Cfa work email

Jim Oswald, Cfa personal email

n/a
About Jim Oswald, Cfa

I'm a Chartered Financial Analyst with a unique perspective gained from over twenty-five years of experience as a pension fund fiduciary client and as a financial service provider with expertise in investment management, trading, strategy development and implementation, financial planning and risk management.Specialties: Investment Management | Fixed Income | Money Markets | Securities Lending | Securities Finance | Repurchase Agreements | Global Rates Markets | Portfolio Management | Pension Fund Administration | Trade Desk Management | Client Service | Contractual Agreements | Operations | Financial Markets | Credit Risk | Security Structures | Portfolio Analysis | Risk Management | Liquidity Management | Interest Rate Risk Analysis | Financial Statement Analysis | Business Analysis and Project Management

Jim Oswald, Cfa's Current Company Details
T2 Asset Management, LLC

T2 Asset Management, Llc

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Senior Financial Advisor and Portfolio Manager
oakbrook terrace, illinois, united states
Website:
t2asset.com
Employees:
10
Jim Oswald, Cfa Work Experience Details
  • T2 Asset Management, Llc
    Senior Financial Advisor
    T2 Asset Management, Llc Mar 2015 - Present
    Oakbrook Terrace, Illinois
    I personally design and manage customized financial plans for individuals and institutional investors by understanding their goals, current financial situation and risk preferences, evaluating their current investments, and actively managing their portfolio while focusing on managing risks and reducing costs.As a fee-based independent advisor, I will objectively evaluate and recommend investments that are only in the best interest of my client. I will not receive any commissions or outside compensation.
    View
  • Citi
    Project Quality Assurance Manager And Analyst
    Citi Nov 2013 - Aug 2014
    Jersey City, Nj
    Independent Consultant for a securities finance software development and integration project. Liaison between business users, quality assurance and testing team, project management, internal and external software developers, and operations to ensure rapid delivery of the highest functional quality. Develop, manage and execute manual and automated software testing.
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  • Wells Fargo
    Vice-President (Portfolio Management And Securities Finance)
    Wells Fargo 2008 - 2012
    Lead Portfolio Manager and Government Securities Lending Trader for $25 billion of customized securities lending programs. Hands-on leader who spearheaded strategy development and managed the day-to-day fast paced operations of the enhanced cash portfolio management and government securities lending teams. Worked closely with clients and collaborated with internal team members in all aspects of the business.
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  • Clearlend Securities, (Formerly Metropolitan West Securities And Wachovia Global Securities Lending)
    Assistant Vice-President (Portfolio Management And Securities Finance)
    Clearlend Securities, (Formerly Metropolitan West Securities And Wachovia Global Securities Lending) 2001 - 2008
    Performed the government securities financing function for $25 billion of customized securities lending programs and the portfolio management function for $10 billion of short-term fixed income.
  • Clearlend Securities, (Formerly Metropolitan West Securities And Wachovia Global Securities Lending)
    Trading Assistant
    Clearlend Securities, (Formerly Metropolitan West Securities And Wachovia Global Securities Lending) 1999 - 2001
    Managed trade flow, operations, margin collection, accounting processes, and report development for the money market and fixed income portfolio management and government securities lending desks.
  • General Board Of Pension And Health Benefits Of The United Methodist Church
    Senior Investment Analyst
    General Board Of Pension And Health Benefits Of The United Methodist Church 1994 - 1999
    Multi-asset portfolio manager, manager of external investment managers conducted external investment manager searches, developed investment guidelines, presented recommendations to investment committee, implemented investment programs, performed portfolio analysis.
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  • General Board Of Pension And Health Benefits Of The United Methodist Church
    Portfolio Accountant
    General Board Of Pension And Health Benefits Of The United Methodist Church 1988 - 1994
    Fund accounting, financial statement preparation, performance measurement, report development.
    View

Jim Oswald, Cfa Skills

Fixed Income Portfolio Management Investments Risk Management Securities Lending Trading Financial Markets Bloomberg Capital Markets Finance Investment Management Credit Risk Bonds Money Market Asset Management Liquidity Management Asset Allocation Financial Modeling Structured Products Proprietary Trading Microsoft Excel Bloomberg Terminal Asset Managment Structured Finance Microsoft Office Client Services Financial Planning Etfs Financial Systems Implementation Mutual Funds Equities Financial Risk Wealth Management Services

Jim Oswald, Cfa Education Details

  • Depaul University
    Depaul University
    Commerce With Emphasis In Finance
    View
  • Microtrain Technologies
    Microtrain Technologies
    Business It Applications And Business Analysis

Frequently Asked Questions about Jim Oswald, Cfa

What company does Jim Oswald, Cfa work for?

Jim Oswald, Cfa works for T2 Asset Management, Llc

What is Jim Oswald, Cfa's role at the current company?

Jim Oswald, Cfa's current role is Senior Financial Advisor and Portfolio Manager.

What is Jim Oswald, Cfa's email address?

Jim Oswald, Cfa's email address is jr****@****ast.net

What schools did Jim Oswald, Cfa attend?

Jim Oswald, Cfa attended Depaul University, Microtrain Technologies.

What are some of Jim Oswald, Cfa's interests?

Jim Oswald, Cfa has interest in Education.

What skills is Jim Oswald, Cfa known for?

Jim Oswald, Cfa has skills like Fixed Income, Portfolio Management, Investments, Risk Management, Securities Lending, Trading, Financial Markets, Bloomberg, Capital Markets, Finance, Investment Management, Credit Risk.

Who are Jim Oswald, Cfa's colleagues?

Jim Oswald, Cfa's colleagues are Joseph "jody" Contorno, Faye Novak, David Heinle, Mba, Cfp®, Paul Novak.

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