Richard Dixon Email & Phone Number

Los Angeles, Ca, Us

New York, Ny, Us

I was the Product Specialist for BTCA, Bloomberg's Equity, Futures, FX, and Fixed Income post-trade analytics function. In that capacity, I supported the sales team responsible for adding new clients and the account management team responsible for supporting existing clients. I also worked directly with clients who had specific requirements to tailor the broadly-applicable function to their specific needs by creating specialized analyses and reports, as well as interpreting the data to answer their specific questions.

New York, Ny, Us

I had various roles at ITG, primarily in Analytical Products & Research and, finally, in Sales & Trading. In APR, I helped develop the portfolio transition consulting business for the Plexus Plan Sponsor Group subsidiary, which was spun off to Zeno Consulting Group. I next moved to a role in the post-trade analysis group, where I worked in turnaround client situations to resolve existing problems and improve client satisfaction. This developed into a general account management role, where I was the troubleshooter for clients across all APR products. In this capacity, I retained the post-trade clients who required me and added the entire western US client base. Last, I was in a role doing execution consulting for the Sales & Trading group for key ITG brokerage clients, in which I investigated traders' micro-management of their orders to determine best practices, potential improvements in order handling, and appropriate use of algos and venues.

Designed, developed and implemented product to combine the strengths of Instinet’s equity Global Portfolio Trading and LJR’s Plan Sponsor Sales teams into new business. Integrated equity operation with LJR’s fixed income operation. Grew total transition business revenue from less than US$ 1 million per year to US$ 6 million per year. Managed two-person research team and directed early equity trading algorithm development. Reported to Instinet’s Global Portfolio Trading manager and LJR President. Completed conversion of business to BNY Brokerage following its acquisition of LJR.

Armonk, New York, Ny, Us

Managed five persons responsible for investment returns of 13 equity index portfolios tracking several US and non-US benchmarks as well as equitization and bondization of Retirement Fund liquidity accounts--a total of US$ 15 billion under management. Defined and refined portfolio management and trading practices to improve performance results to commercial providers’ standards. Assisted in management of portfolio transitions both internally and between external managers. Prepared quarterly evaluations of external equity managers’ trading cost performance results.

Us

Provided consulting services to 20+ equity management firms in the form of cost/benefit analysis of domestic and international trading and portfolio management methods. Discovered problems and inconsistencies within client organizations and recommended solutions. Worked closely with client portfolio managers, analysts, model researchers, traders, systems, and marketing people. Performed quarterly presentations. Enabled a 50% expansion of Plexus’ Alpha Capture Service product servicing. Assisted Plan Sponsor business manager with product development.

Assisted founding partner with development of equity index management business and subsequent conversion to enhanced index product line with new management team. AUM grew from US$ 1.4 billion to US$ 10 billion. Supervised team of six persons in managing and trading 18 portfolios of various sizes and benchmarks. Heavy user and developer of traditional and quantitative trading methods. Reported to Chief Investment Officer. Worked closely with Directors of Research and Marketing.

Ba, Economics

Education record

Education record