Robert Presser Email & Phone Number

New York, New York, United States

New York, Ny

o Oversee development of financial results with annual net earnings of $200 Million & $600 Million of revenues. o Manage AUM reporting for a $200 Billion book of business including separate accounts, collective trusts, hedge fund, fund of funds in both public and private equity, mutual funds, closed end funds, and structured products.o Act as a financial expert responsible for analyzing trends, understanding business drivers and reporting of results. o Improved profitability analysis through design of tool that reports results across investment and sales channels.o Collaborated with product management team to assess impact to margin for product discounts and how the products scale at new pricing.o Primary analyst on M&A activities reviewing target company financials and developing forward looking valuations. Analyzed opportunities include mutual fund complex, commercial real estate property, investment team lift-outs, and private company co-investments. o Collaborated with risk and senior loan team to develop a program to maintain $50 Million cap on CLO subordinate equity by selling older positions held.

New York, Ny

o Report directly to CFO while managing team of 8 Finance professionals in all aspects of their work.o Developed and implemented three to five year business plans with a focus on margin accretion, both organic and inorganic growth of assets and best use of capital investments.o Created compensation programs for Distribution, Investment Platforms, and Alternative product portfolio teams through a collaboration with Human Resources.o Led participation in premiere industry surveys to assess performance vs. peers and support strategic decisions.

New York, Ny

o Spearheaded the IPO readiness project, which involved a complete redesign of finance practice and policies.o Designed US GAAP and IFRS accounting policy on consolidation of Variable Interest entities with total consolidated equity in excess of $4 Billiono Managed activities of a $200 Million seed capital portfolio from proof of concept to ongoing tracking to ultimate repatriation of investment.

New York, Ny

o Responsible for full scope of hedge fund accounting responsibilities across suite of Alternative productso Performed full set of monthly close activities for Furman Selz Management Company

Bachelor’S Degree, Accounting And Finance

Activities and Societies: Alpha Epsilon Pi Fraternity

Mergers & Aquisitions, Certificate Of Completion

Education record