Patrick Clarke Email & Phone Number

Oak Island, North Carolina, Us

Boston, Ma, Us

Messaging and Commentary

Boston, Ma, Us

Messaging / Commentary / Market Analysis

Boston, Ma, Us

- Write and send weekly and monthly fixed income market updates to client and consultant contacts- Write topical pieces on trends in the US economy and fixed income markets- Produce market charts and write annotations for presentations covering the US economy and fixed income sectors- Write portfolio commentary that covers the market environment, performance, and attribution- Communicate portfolio strategy and investment decisions from the investment team to the client team- Develop competitive analysis reports

Boston, Ma, Us

- Worked closely with insurance client portfolios and monitored specialized guidelines typically including gain/loss, quality, sector, legal/regulatory or other constraints- Completed OTTI analysis and book yield/income forecasting on behalf of insurance clients on a quarterly basis using data from Bloomberg and Barclays POINT- Summarized assumptive data and completed DCF analysis on securitized holdings in insurance client portfolios for use in rating agency surveys and questionnaires- Generated performance, attribution, and market commentary for use in client monthly reporting- Completed transition analysis for prospective clients and modeled the impact of prospective trades on portfolio characteristics and calculate realized gain loss- Completed client data requests for analytics such as portfolio characteristics and scenario analysis - Produce presentation materials and review for appropriateness and accuracy for use in client/consultant meetings- Partner with corporate prospects to create customized portfolios that meet their specific objectives; in some cases, develop and manage to custom benchmarks, duration targets or liability streams

New York, Ny, Us

• Conducted account reviews on behalf of BNY Mellon clients to determine whether their portfolio was meeting the objectives and goals set forth in their Investment Policy Statement• Worked with sophisticated clients to execute derivative plays, IPO investment, and active trading strategies • Created and executed trade programs for client accounts in order to realign with investment guidelines and meet liquidity needs• Attended client meetings and assisted portfolio managers when reviewing performance, holdings, and economic outlook• Coordinated with sales officers and portfolio managers to create proposals for prospective clients and open new accounts

New York, Ny, Us

• Prepared performance, asset allocation, and portfolio optimization materials for use in client correspondence• Analyzed potential investment opportunities and documented investment changes on the behalf of BNY Mellon clients• Utilized Excel models to exemplify the effect of a change in investment objective or tax law for BNY Mellon clients

New York, Ny, Us

• Researched equities and summarized analyst reports for portfolio managers prior to client meetings • Updated cost basis information to compute capital gains before investment sale• Reviewed client holdings and advised managers where clients could take losses or lacked diversification in their portfolio

Bachelor Of Science (Bs), Computational And Mathematical Finance

Education record