Robert Powers Email & Phone Number

New York, NY, US

Paris, FR

· Provided senior management and key stakeholders of financial institutions with customized strategic plans that were designed to increase business process efficiency and optimize revenue generation. Accomplished this through conducting end-to-end project analysis across multiple teams which included: preliminary process review, solution design, and.

Beijing, CN

· Chief developer of bank-wide project to launch an RMB (Renminbi) Clearing Bank, an international capital markets entity designed to facilitate trade between the U.S and China using the RMB as the trade currency; managed and coordinated all aspects of project and conducted competitive analysis to determine Clearing Bank’s marketing strategy · Regularly.

New York, New York, US

· Responsible for the strategic growth and development of Firm’s Financial Advisor /Non-discretionary investment program (3.5B in AUMs)· Responsible for strategic growth and development of Firm-Discretionary investment program ($1.1B in AUMs)· Perform due diligence on mutual fund, ETFs and alternative investments· Effectively managed asset allocations for.

· Worked with bank administration to develop AML policies and procedures· Collaborated with account managers to review, update and ensure compliance of foreign correspondent banking accounts with internal and external AML regulations· Performed company valuations utilizing comparable public company analysis, precedent transaction analysis and discounted.

Boston, Massachusetts, US

· Determined content for, and confirmed accuracy of data used in Frm’s research publication, with readership of over 35,000 investors· Oversaw 6 analysts in assessment of domestic and global economic data and reported findings in the Firm’s research publications· Conducted due diligence on hedge fund, private equity and real estate managers that applied.

· Supported sell-side and buy-side transactions by creating M&A and LBO financial models· Conducted due diligence and analyzed financial statements during the preparation of business valuations· Analyzed mergers and acquisitions within the asset management sector based on SEC disclosures· Created reports that identified asset management firms in need of.

· Devised asset allocation strategies and created asset allocation recommendations for endowments, pensions and high-net-worth individuals· Created discussion materials for Investment Committees with AUM ranging from $100 million to over $2 billion· Performed due diligence on private equity and hedge funds · Evaluated investment implications using.