Trevor Mooney Email and Phone Number

• Conducts investment research on fund of funds allocations, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning. Research conducted provides direct support for marketing and business development. • Produces internal and external communications promoting Jackson’s asset allocation views including monthly, quarterly, and ad hoc updates as required.• Maintains databases used to manage and track investment ideas and updates presentations and client materials as needed.• Communicates currency, commodity and global rate views and forecasts with a longer term investment thesis to internal and external stakeholders.• Utilizes portfolio management and technology platforms such as Bloomberg Professional and Factset Analytics, as well as advanced knowledge of Excel to complete market research and analyze fund of fund allocations in order to discern key performance drivers and detractors.

• Utilized portfolio management and technology platforms to complete market research such as: Bloomberg Professional, Barra Portfolio Manager, Factset Analytics and Morningstar Direct.• Worked intimately with portfolio managers to solve complex attribution issues associated with the usage of alternative strategies incorporated into long only portfolios.• Contributed in the collection, synthesis, and dissemination of information gathered on a wide range of hedge fund strategies and the associated instruments, with a primary focus on quantitative strategies.• Performed statistical and economic research on financial data to develop new, and improve current investment themes supported by quantitative and qualitative research.• Conducted research on various aspects of implementation of alternative investment strategies such as risk models, correlation, optimization, and portfolio construction.

• Created and maintained quarterly fund of funds commentary for board of directors and firm wide distribution, which included performance attribution, manager allocation changes and updates on thematic macro trends.• Conducted analysis related to ongoing portfolio monitoring and performance attribution.• Performed custom analyses and provided support to the Client Portfolio Management Group in interactions with wholesalers to help financial advisors position the firm’s funds in their clients’ portfolios.• Worked with advisors to create long-term wealth management solutions to address needs for estate, income and multi-generation tax planning for high net worth clients and personal trusts.

• Conducted in depth market research, specializing in growth companies within the Technology, Energy and Health Care sectors of the Russell 1000 and NASDAQ 100.• Leveraged valuation methods, CAPM & DCF modeling, multistage growth models, quantitative metrics, momentum, relative strength and trend following analysis.• Analyzed company valuations, financials, technical indicators, fundamentals, business strategy and thematic trends for both long and short positions.• Collaborated with senior analysts to evaluate macro themes, track and measure strategy implementation, calculate risk specific to each client and minimize drawdowns.• Achieved sales goals by actively pursuing prospects globally. Successfully on boarded clients holding executive positions from the United States, United Kingdom, and Switzerland. Maintain client focus culture by liaising back office clearance, settlement and foreign exchange transitions of Pound Sterling and Swiss Franc.

• Analyzed and assisted Athletic Director with industry research, annual budgeting, and facility expansion.• Efficiently calculated and assisted in evaluating budget expenses and costs, managing allocations to proportionally support allotted fund size. Pioneered use of computerized software for budget, athletic accounts and recruiting.• Researched, designed, and implemented a system to monitor critical budget items and spread sheet analysis tool to streamline recruiting process for coaching staffs of NCAA III athletic teams.• Professionally trained and supported staff with sophisticated technical, audio, and scoreboard equipment to support NCAA III collegiate sporting events.

• Gathered data from contest statistics, seats occupied, total attendees, and facility usage to prepare for inventory, staffing requirements, and logistical projections. • Collaborated with Daktronics representatives to ensure optimal understanding of computerized systems.• Prepared, analyzed and reported monthly statistics to NCAA III Athletic Director to strategically plan for future contests, events, and department of athletics endeavors.