Robert Holley Email & Phone Number

Senior Investment Analyst with Baltimore City Employees Retirement System, tasked with implementation of investment strategies, policies, and asset allocation to achieve optimal investment returns for the plan and its members.

Chicago, Illinois, Us

Responsible for all investments and operations of the $5Bn Illinois Funds - a Local Government Investment Pool. As portfolio manager, I work to invest pooled funds from local townships and municipalities to preserve principal, manage risk, and return value to the local governments throughout the state of Illinois.

Responsible for all administrative aspects of startup transportation business. This included employee hiring, payroll, training, corporate policy, regulatory compliance, and books and records.Grew business revenues and exceeded profitability targets--doubling revenue and fleet size in under one year.Managed daily logistics and dispatch of vehicles throughout industrial and commercial sites in Illinois, Indiana, and Wisconsin.

New York, New York, Us

Global Futures and OTC ClearingPrimarily responsible for Futures and OTC clearing product development initiatives (projects include collateral management/optimization, cross-product margining, client education, client pricing, and new business onboarding).Act as primary Exchange/CCP liaison for the firm. Duties include Exchange/CCP relationship management, client Exchange access, new product rollouts, and coordination of client incentive and retention programs. Relationships include CME Group, MexDer, BM&F, EUREX, NYSE LIFFE, etc.Work closely with platinum clients in coordination of their own execution/operational initiatives, including service provider quality control, reduction of payment/trade breaks, RFP design and response, and vendor selection/vetting.

New York, New York, Us

Global Prime Brokerage Responsible for sales and marketing of fixed income prime brokerage services to hedge funds, alternative asset managers, and other leveraged money investors.Served as primary contact for investors and auditors in completion of the Request for Proposal (RFP) process. Responsible for revenue forecast and expense budgeting for fiscal year 2006 for entire prime brokerage and fixed income finance businesses.Implemented new processes for reconciling OTC derivatives payments, and promote technology solutions (SwapsWire, DTCC "DerivServ") to ease communication of OTC derivatives product between the hedge funds, their prime brokers, and various executing brokers.

New York, Ny, Us

Communicated morning research analyst commentary to institutional clients and presented self-researched investment ideas to entire NY sales desk on a quarterly basis.

New York, Ny, Us

Short Term Fixed Income SalesExecuted trades with clients invested in the money markets on a diverse range of short-term fixed income instruments, including commercial paper, repurchase agreements, asset-backed securities, U.S. Treasury bills, U.S. agency debt, corporate bonds, and floating rate bank notes.

Received training in purchase accounting, pooling accounting, and discounted cash flow analysis.U.S. House of Representatives - Committee on Budget

Social Security Reform AnalysisCreated and maintained actuarial database projecting the increasing retiring U.S. population over the next 100 years as part of a thesis-style research paper detailing Social Security privatization.

Master Of Business Administration - Mba, Business Administration And Management, General

B.A., Public Policy

Education record

Executive Mba