Patrick Mcstay Email & Phone Number

Madison, Ct, Us

Stamford, Ct, Us

-Provide client sales/service in a 17 state territory for OSAM's Canvas™ Custom Indexing/Direct Indexing platform. Canvas is a client-focused portfolio management software solution that allows advisors and allocators to create customized portfolios at scale.-Clearly present OSAM's proprietary quantitative strategies via telephone, video conference and in-person meetings.-Explain drivers of strategy performance to advisors/allocators and their clients.

New York, Ny, Us

-Provide a high level of individualized, comprehensive brokerage financial services and investment strategies to high net worth clients.-Prospect, network and acquire clients through various methods and strategies.-Consult with clients to create goals-based investment strategies based on their individual financial and investment objectives.-Analyze economic trends and apply to analysis of individual client needs.

-Executed equity and fixed income orders in conjunction with portfolio managers in North American, Asian and European markets.-Analyzed actionable investment ideas and provided recommendations regarding suitability to senior portfolio managers, clients and fund managers.-Relayed key price information and relevant market activity for over 100 portfolio positions to senior portfolio managers; input was frequently considered in the management of $5B in equity and fixed income assets-Created and maintained key marketing material, such as a top 75 holdings spreadsheet and respective earnings calendar that was distributed to both existing and potential clients-Calculated portfolio attribution for the firm’s Endowment Index that was used internally for client account reviews and externally in populating consultant databases-Authored a morning research note sent to firm’s senior partners, sell-side research coverage and long-standing clients in order to keep all parties current on activity inside of the Beck, Mack and Oliver portfolio-Monitored and hedged FX delta exposure for a $100M+ global portfolio and reduced currency risk using options, forward contracts and non-deliverable forward contracts in 12 different currencies-Initiated and implemented the rollout of MarketAxess, the firm's first electronic fixed-income trading platform dramatically increasing liquidity and improving execution.

Gogarburn, Gb

-Promoted to senior analyst, in charge of supporting all US Treasury trading on primary dealership desk; daily volume handled by desk in excess of $10B-Supported the desk in all facets of Treasury/Federal Reserve open market operations, including bond auctions and buybacks-Assisted in the daily reconciliation of positions in a timely manner to ensure positions are correct, reducing risk

Boston, Ma, Us

Bs, Business Administration And Management, General

Education record