Melissa Mcgrane, Cfa Email & Phone Number

Greater San Diego Area

• Portfolio Manager with decision-making responsibilities for institutional International and US public equity strategies with more than $4 billion AUM. Significant client-facing responsibility with both consultants and.
• Engaged in all facets of portfolio management process, including developing alpha models, risk management, and portfolio construction. Actively monitor portfolio positions and risk factor exposures.
• Deliver alpha generating research to support and enhance equity strategies utilizing large data sets and a broad set of tools, including Python. Contribute to new product development supported by robust strategy.
• Provide thought leadership for external communication, including a quarterly letter, to highlight factor performance, market trends and the macro environment.
• Cultivate relationships with clients, prospects, and consultant community, broadening awareness and deepening knowledge of firm’s capabilities and offerings. Actively participate in client reviews to articulate.

San Diego, California, United States

President 2021-2024

Miami/Fort Lauderdale Area

• Recruited by former boss to lead team of William Blair alumni and launch a family office and hedge fund. Provided operational oversight for the firm, managing financial and middle-office functions as well as.
• Developed a high performing team to design suite of proprietary quantitative models using R, Python, and FactSet. Directed architecture and construction of a state-of-the-art cloud-based data warehouse supporting a.
• Created strategies to guide research from high level conceptual ideas through proof of concept to production. Prioritized ongoing projects assessing practicality and feasibility as well as internal resource allocation..
• Influenced new business development by actively engaging with consultant community and prospective direct investors. Constructed and delivered narrative to articulate investment philosophy and process. Maintained.

Chicago, Illinois (2007-2011, 2016), London, UK (2011-2015)

• Established a quantitative framework for investment strategy which provided a top down view of sectors, countries, and styles to support institutional global equity strategies. Deliverables included visual collateral.
• Provided thought leadership to support all external marketing and client communication supported by strategy framework as well as macro research and thematic projects on subjects such as commodities and ESG. Prepared.
• Launched and co-managed two strategies: a systematic equity portfolio which was launched in 2011 with $25 million in AUM and a multi-asset portfolio which was also launched in 2011 with $50 million AUM.

Chicago, Illinois

• Performed fundamental analysis on companies in the Financial and Consumer sectors supporting investment recommendations to institutional equity portfolio managers. Built and maintained forecast and valuation models.
• Coordinated sector research teams and directed communication of research including quarterly presentations to the department.
• Provided early research regarding the effectiveness and potential alpha generation from a suite of quantitative models still in their infancy. Enhanced research efficiency and effectiveness by developing new and.

Chicago, Illinois

• Provided comprehensive client service to both institutional and high net worth clients acting as the point person for all day-to-day needs.
• Contributed research for credits held in money market fund.
• Provided research and recommendation on municipal bond offerings for taxable equity portfolio managers managing balanced portfolios.
• Executed treasury, agency and municipal bond trades and managed post-trade middle office functions

Marion, Iowa

Liaised with national network of client advisors to assist and advise in all operational areas. Guided new advisors through the onboarding process.

Marion, Iowa

Provided all execution services for client advisors including equity, option and fixed income trades. Directed flows, provided allocations, and resolved post trade settlement issues as needed.

Master Of Business Administration (Mba), Finance, Economics, And Econometrics & Statistics

Bachelor Of Arts (B.A.), Economics And Business Administration

* Graduated Magna Cum Laude and member of Phi Kappa Phi Honor Society