Robert Schott Email & Phone Number

Stamford, CT, US

University Place Stamford Connecticut

Instruction of Master of Science Risk Management Candidates on Capital Markets.Instruction on Global Asset Allocation and Capital Markets.Investment Management Research, including Tactical and Strategic Asset Allocation.Cross Asset Class relative valuation.

Stamford, Connecticut

• Portfolio Manager Tactical Asset Allocation and Vice President
• Design, propose & present Asset Allocations and Tactical overlays and positioning for the $55 Billion General Electric Pension Trust and $4 Billion in balanced mutual funds.
• Provide top down research & view on world equity, fixed income, alternative & commodity markets including monetary, fiscal, economic and political conditions.
• Relative value, return and liquidity rank asset classes, markets and… Show more Portfolio Manager Tactical Asset Allocation and Vice President
• Relative value, return and liquidity rank asset classes, markets and managers.
• Provides comprehensive analysis and understanding of risk/opportunity levels within the entire portfolio including liabilities and foreign exchange.

Greater New York City Area

• Manage LBBW’s portfolio of capital market instruments and credit derivatives.
• Generated 150% of budget requirements for the capital markets department.
• Manage over $4.6 billion in multiple currency assets and liabilities.
• Oversee all back office and operations aspects of classic and alternative investments
• Present to senior management on alternative investment and capital risk initiatives across the strata of capital structure tranches.

Greater New York City Area

• Manage TIAA’s foreign fixed income, foreign currency and liquid foreign assets & liabilities.
• Quantitatively develop, implement and optimize hedging strategies for separate internal portfolios.
• Alpha generation via security and derivative trades across domestic, foreign and emerging markets.
• Lead, develop and manage company-wide processes to implement, oversee and manage foreign government, foreign agency, swap and credit derivative portfolios.
• Develop, recommend and… Show more
• Develop, recommend and execute foreign fixed income, derivative, currency and asset allocations.* Advise senior TIAA-CREF managers on global fixed income, yield curve, high quality credit spread, local currency.

Dublin, Ireland And New York, New York

• Build, manage and trade seven, global balanced, fixed income portfolios, three U.S. mutual funds and derivatives portfolios, on a performance basis, against local currency and external benchmarks.
• Research, develop, implement and execute credit, sector, maturity, currency and asset allocations.
• Provide multi-cultural board representation, performance evaluation and customer reporting.
• Develop and execute country specific investment and tax advantaged strategies for insurance… Show more
• Develop and execute country specific investment and tax advantaged strategies for insurance portfolios.
• In addition, oversaw client relations, shareholder reporting, clearing operations, taxation, compliance, trading staff and outside vendors. Show less

Greater New York City Area

• Build, manage and trade a diverse, multi-billion, asset/liability portfolio of international, domestic and global fixed income securities and derivatives (specifically government, agencies, corporates, bank liabilities.
• Conduct multi-currency risk management, arbitrage, funding, A&L management and investment.
• Oversee and conduct Euro/Domestic bond research, assessment, trading and investment.
• Perform financial future/options, hedging arbitrage and… Show more
• Perform financial future/options, hedging arbitrage and trading.
• In addition, lead management/customer presentations, maintained market relationships, established branch policy and procedures, executed a foreign office start up and provided management and training for the back.

Greater New York City Area

• Trade and hedge forward foreign exchange corporate and interest rate exposures.
• Perform multi-currency funding, trading, arbitrage and investment.
• Develop, implement and execute financial futures hedging and international commercial paper arbitrage, including third party issuance.
• Develop and implement management information systems.
• Manage and supervise a three member sales and trading team.

Greater New York City Area

• Manage and trade assets and liabilities across multiple currencies.
• Develop, present and implement futures hedging/ arbitrage strategies and processes.

Greater New York City Area

• Manage and trade assets and liabilities across multiple currencies and market instruments.
• Conduct Federal Funds and Euro-currency funding.

Master Of Business Administration (M.B.A.), International Finance

Activities and Societies: The MoneyMarketeers of NYU Study and Practice International Economic and Market research

Bachelor Of Arts (B.A.), International Economics

Activities and Societies: Varsity Track and Field as a walk-on scholarship athlete for four years Student Government Economics Club.

Education record