Robert Hale Email & Phone Number

Boston, Ma, Us

Hanover, Massachusetts, United States

Greater Boston Area

Fixed Income Analyst and MDDS/LDI Analyst

• Co-Managed $4.5 billion in core fixed income assets against the Barclays Aggregate and various sub-indices; book of business comprised of 10 common trust funds and 125 institutional accounts • Responsible for the Structured product sector, including MBS, CMBS and ABS – $1.5 Billion AUM• Member of the Structured Product team responsible for establishing strategy within the MBS/CMBS/ABS sectors• Actively communicated with the Traders, Analysts and other PM’s to determine opportunistic trades• Monitored risk metrics such as portfolio duration, curve exposure, sector allocations to ensure consistent strategy implementation versus benchmark• Utilized proprietary and external systems to create and implement trades and keep portfolios in line with strategy• Managed the Columbia US Treasury Index fund (IUTIX) including transitioning from a manual style of management to a more automated version using optimizations in Yieldbook. Lowered tracking error from 25 bps per year to 02 bps• Actively participated in all aspects of client servicing including client portfolio reviews

• Produced risk analytics, return attribution, scenario analysis and portfolio optimization reports using Yield book, Lehman Point, Bondedge and Bloomberg • In charge of transitioning from Bondedge analytics to Yieldbook analytics. This involved working with IT, Yieldbook, the Business Group along with coming up with and documenting best practices and procedures• Monitored risk metrics such as portfolio duration, curve exposure, sector allocations to ensure consistent strategy implementation versus benchmark and proposed trades to the Portfolio Managers to correct outliers • Created numerous reporting/trading tools using VBA, Access DB and Excel to automate portfolio reporting and relative value analysis

• Assisted Portfolio Manager in entering trades and working with operations and the brokers to clear them.• Created monthly analytics using Lehman PC product• Transitioned from Lehman PC product to SMS Bondedge for all portfolio analytics• Determined hedges for large block trades to maintain neutral duration

• Fielded and rectified technical help calls utilizing extensive knowledge of the plastics industry and manufacturing techniques• Designed and launched company website – www.hapcoweb.com• Instituted and headed Hapco’s training center