Robert Jenkins, Mba Email and Phone Number
Fintech & Investment Management leader skilled at growing data & analytics, private equity and wealth businessesEarly in my career, I was promoted at a young age to start up and eventually run a HNW trading division within Fidelity Investments that catered to sophisticated clients (now known as Active Trader).I then attended the Wharton School of Business to earn my MBA in Finance and Entrepreneurial Management.After graduation, I refined my managerial skills with McKinsey & Co as a consultant catering to the Asset Management Business.I rejoined Fidelity within their Private Equity Division known as Fidelity Capital. I took on the role of turning around one of their portfolio companies.It was a success, so I was asked to return to Fidelity's investment management division (FMR) to revamp an internal Fund Research unit tied to their mutual fund investment group. In this role, I worked directly with Portfolio Managers, Research Directors and Sr Executives in the investment team - including the future CEO of the company.I became known for excellent communication skills via frequent internal and external strategy presentations which led me to the Global Asset Allocation group. I became an Institutional Portfolio Manager responsible for a suite of retirement funds and met with upwards of 100 institutional clients, advisors and consultants per year.Next, I took over a private equity company owned by a boutique PE/consulting shop. As the CEO, I executed a turnaround and exit in a fairly short period of time.In that CEO role, a client (Thomson Reuters) asked me to run a mutual fund analytics shop they acquired called Lipper. As the Global Head of Research, I managed to secure the first capital investment from the parent company in many years that helped turn the company back to growing revenues and profits.After being acquired by LSEG, I was promoted to Global Head of Investment and Wealth overseeing the many research efforts under the LSEG.My latest project was helping build a financial, AI-enabled chatbot. I worked directly with members of Microsoft & OpenAI overseeing prompt training on this engine leveraging research content composed by myself & my team that was fed into the ChatGPT v3.5 and v4.0 foundational models.Key Skills: general management, speaking/presenting and communicating complex investment concepts, research and economics, portfolio construction & fund selection.Available for roles in the greater Boston or Northeast region -will relocate for the right opportunity. Contact me at: robert.jenkins.wg00@wharton.upenn.edu
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Executive Vice President - Head Of Finance VerticalAinstein AiBoston, Ma, Us
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Global Head Of Research, Investment & WealthLseg – (London Stock Exchange Group) 2012 - PresentGreater Boston AreaServe as Head of a Global Research, Investment & Wealth which includes managing the Lipper mutual fund analytics business and all global mutual fund & asset management propositions across desktop tools, content, feeds and API’s • Manage a global department of research analysts serving the retail and institutional investment communities covering all aspects of investing and the markets – from fund selection, portfolio construction, education, communication and industry trends.• Secured first new investment of over $5m and returned business back to profitability after 8 years of decline before my tenure.• Represent LSEG discussing macro-economic and sector specific topics at key client & industry events, conferences, and through regular written thought leadership pieces & media interviews and appearances including CNBC, Wealthtrack and Reuters Multimedia • Lead the strategy, design and execution of commercial products and services serving the global buy-side, sell-side and wealth management advisory industries through both the Lipper brand and the Workspace desktop.• Oversee a model portfolio business, and steward the industry standard classifications and rankings methodologies used in Lipper Fund Ratings as well as the Global Lipper Fund Awards held annually and featured prominently in fund marketing campaigns• Lead the fund selection & investment manager supervision activities as a member of LSEG’s Global Investment Committee overseeing the management of the firm’s $13bn+ in global DB and DC retirement plans. Deemed a leading retirement plan by Voya. -
Member Of Investment Advisory CommitteeBetterment 2016 - PresentGreater New York City Area• Part of Investment Committee of outside experts who bring decades of industry expertise to Betterment’s investment strategy.• Advise on investment strategy, portfolio construction, and product development - co-led development of ESG strategy• The goal: to help ensure Betterment's clients are invested in low-cost, tax-efficient portfolios supported by decades of research. -
Co-Founder & Sr AdvisorSignal Climate Analytics Jan 2015 - PresentGreater Boston Area• Work together with the other co-founders and advisors to deliver comprehensive analytics to assess corporate climate transition and strategic effectiveness for investing signals, regulatory adherence and stated industry carbon reduction goal attainment • Pioneering work led to Partnerships with Thomson Reuters, Refinitiv, LSEG, Reuters, Morgan Stanley & Calvert Investments• The principal products are transition tracking tools and comprehensive, investment grade analytics that track climate transition progress with a forward-looking view of companies’ generating growth, productivity gains and valuation premiums in the marketplace. • Successful research work with this group has led to my involvement with the Yale School of Management where I am a featured guest lecturer in their Sustainable Finance Investment module -
President & CeoFinancial Research Corporation (Frc) 2011 - 2012One Faneuil Hall 3Rd Floor, Boston Ma 02109FRC is a research and consulting firm that has focused on the investment and asset management industry for more than 24 years. The Company provides investment professionals and industry executives with unique and compelling insights and analysis of industry trends, strategic perspectives and financial product performance. FRC’s consulting services, research studies and analysis, along with access to its analysts and subject matter experts, help executives and senior management to make better product, strategy and distribution decisions.• Managed all aspects of research, production, marketing, sales and service for a financial & research analytics firm• Led executive-level strategy consulting engagements with the leading asset managers and research organizations in the industry• Successfully led the firm’s turnaround and eventual exit through its sale to Strategic Insights/Assets International • Brought in by consulting/private equity owners of FRC (Mercatus) to lead. Mercatus was acquired by Alix Partners where I was integrated into their consulting practice post-acquisition. -
Director – Asset Management Enterprise ImprovementAlixpartners 2011 - 2012Boston, MaAlixPartners is a global firm of senior business and consulting professionals that specializes in improving corporate financial and operational performance, executing corporate turnarounds and providing litigation consulting and forensic accounting services in urgent, high-impact situations.• Brought in to build asset management practice within the firm’s Enterprise Improvement and Corporate Turnaround businesses• Led client engagement teams primarily developing strategies for financial firms to build out asset management businesses• Joined after Alix Partners purchased the equity owner of Financial Research Corporation -
PrincipalJsb Consultancy 2010 - 2011Independent consultancy focused on retirement plan, wealth and investment management and general business consulting.• Retirement plan engagements in platform development, manager selection, fund evaluation, investment manager monitoring, investment policy, plan sponsor/participant communications and education • Investment and wealth management engagements in retail, active-trader brokerage customer segmentation and risk management• Consulting and education to client relations and investment communications including development of written thought leadership, presentation materials and performance framing• Expertise in target date retirement, target risk, asset allocation and fund-of-fund investment vehicles from portfolio construction through benchmarking• Deep knowledge and experience in Defined Contribution, ERISA and Pension Protection Act
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Global Asset Allocation Group - Vice President, Investment DirectorFidelity Investments Oct 2006 - 2010Work in the capacity of an Institutional Portfolio Manager for the Global Asset Allocation Group. This investment team within FMR is responsible for Fidelity’s Freedom Fund lifecycle, target date retirement products, the Asset Manager target risk funds, 529 college savings funds, target payment retirement income funds and other structured, asset allocation products. • Member of investment staff collaborating with co-portfolio managers on fund management, asset allocation and future-state investment strategy• Responsible for detailed knowledge of competitive landscape and technical specifications underpinning the latest thinking in target date, asset allocation modeling as well as general trends in the asset allocation industry• Represent the investment staff in articulating process, philosophy and performance at investment reviews, due diligences, finals presentations and industry conferences. Have been a featured speaker at several industry conferences in addition to representing the investment team in external client, investment consultant and distribution channel meetings (20-30 such meetings a quarter).• Following the Great Financial Crisis, successfully stewarded & retained institutional client assets via 100+ meetings a year.• Authored several white papers and thought pieces on topics such as: Evaluating Target Date Funds: Beyond Benchmarking, The Art & Science of Constructing a Rolldown and Target Date as Default: Redesigning DC Investment Policy Statements. • Developed several ‘deep dive’ technical presentations covering our team’s target date glidepath methodology, portfolio construction approach and future state enhancements for communicating to clients, plan sponsors and investment consultants -
Fidelity Management & Research - Vice President Investment Analysis GroupFidelity Investments May 2003 - Oct 2006Managed a 40-member department of portfolio analysts, compensation analysts, communications and operations personnel. In addition to these functions, I consulted directly with and provided analysis to the senior managers and Chief Investment Officers in the investment staff as well the Executive Director of FMR Co. Collectively, IAG is responsible for FMR Co strategy, product strategy, portfolio analysis, channel communications, Board reporting, portfolio manager compensation and internal consulting.• Brought in to lead a reorganization after a merger of three departments in the investment performance group • Worked directly with the portfolio managers of Fidelity Magellan, Growth & Income and Growth Company funds – amongst the largest mutual funds in the world – providing fund analysis and analytical support for the managers themselves, major clients, retail and institutional channels. Contributed directly to building and retaining business with large public and private accounts.• Led an effort to overhaul the portfolio manager compensation approach to better align pay with performance• Created a competitive analysis team and developed the templates and analytical frameworks for deep dives on the competitive landscape for investment staff and sales• Led the crafting of several white papers • Revamped the systems support functions to move toward a more simplified data delivery and project management approach• Restructured communication costs to achieve a savings of over 50% without negatively impacting processes or quality• Overhauled the content and production processes used for reporting to the Fund Board of Trustees, eliminating three person months of labor and preparing for elevated regulatory scrutiny of fund industry.
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Fidelity Capital Partners - Regional General ManagerFidelity Investments Jan 2002 - May 2003Joined Fidelity Capital as a General Manager charged with creating value within portfolio companies. The first such portfolio company I joined is Boston Coach - a global provider of executive ground transportation. With this group I controlled the P&L for the New England regional operation overseeing 400 employees and an operating budget of $40 million.• Reorganized management structure creating clearer lines of responsibility.• Implemented a multi-pronged strategic initiative that generated a $1million increase in net profits despite a $5 million decline in revenues (unfavorable economy). Variable Expense efficiencies and Operating Profit percent achieved all time record levels.• Developed financial and statistical models to: project optimal fleet sizes, determine optimal staffing levels, predict demand/revenue across product lines and business cycles and determine profitable pricing schedules for service routes.• Instituted a campaign to integrate a culture of quality throughout all aspects of the business. This included changes to performance evaluation, quality metrics and compensatory schemes. Presentation document from this work became the standard used across all branches in national operations. • Culmination of above mentioned initiatives resulted in the divisions under my control being amongst the few profitable operations in the company contributing more then 80% of the positive net profits to the firms EBITDA• Wrote the 2003-05 Operating plan on behalf of the company for presentation to Fidelity Capital’s Board
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AssociateMckinsey & Company 2000 - 2002Worked in the Asset Management practice within the Finance and Insurance Group (FIG)• Designed and implemented an organizational strategy that balanced the strengths of the global and local models for the US asset management operations of a large European financial conglomerate. Potential benefits from synergies of $150mm+ per annum• Assessed and recommended an acquisition strategy for a major South African insurer seeking to expand its presence in the US asset accumulation market. Based on our findings, the firm went forward with a $2 billion acquisition effort.• Conceived and developed a new business for a large national bank designed to generate over $100mm in profits in five years.• Developed a comprehensive M&A screening and valuation methodology for a large international insurance company.• Co-authored a presentation to the Money Management Institute regarding the emergence of on-line managed accounts.• Published a highly regarded internal knowledge document that assessed the trends and players in the medical device industry with a focus on the strategic positioning and future options of a large northeastern based player.• Analyzed and developed perspectives on two local semiconductor firms to identify promising strategic initiatives
Robert Jenkins, Mba Education Details
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Finance And Entrepreneurial Management -
Business And Finance
Frequently Asked Questions about Robert Jenkins, Mba
What company does Robert Jenkins, Mba work for?
Robert Jenkins, Mba works for Ainstein Ai
What is Robert Jenkins, Mba's role at the current company?
Robert Jenkins, Mba's current role is Executive Vice President - Head of Finance Vertical.
What schools did Robert Jenkins, Mba attend?
Robert Jenkins, Mba attended The Wharton School, University Of Arizona, Eller College Of Management.
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