Stephen Marra, Cfa Email & Phone Number

New York, New York, United States

Lead portfolio manager across all multi-asset products (global balanced, tactical/opportunistic and OCIO (outsourced CIO) mandates), steering strategic and tactical allocation decisions and managing billions in AUM. Team leader and client relationship builder. Generated alpha across 22 strategies and funds—strong risk adjusted performance in a challenging environment for asset allocation—managing processes to achieve risk and return targets. Researched and designed new process for allocating to thematic investments, adding investment capabilities and business opportunities beyond the scope of traditional asset allocation. Delivered OCIO results for key client, which led them to nearly double the number of asset classes, add 3 families of portfolios (30 total), and triple the risk budget.Lead portfolio manager for emerging markets and bespoke high conviction equity strategies.Built global balanced strategy that delivered multiple significant wins in Europe, a new market for the team.

New York, New York, United States

Led asset allocation investment decisions, with focus on achieving risk and return objectives and delivering strong and consistent alpha in vastly different market environments. Expanded Multi-Asset business, helping to grow AUM 8-fold. Built new OCIO investment process and played central role in winning large OCIO mandate with major global wealth management client, out-competing larger firms with more resources. Won large life insurance client based on new volatility framework, and launched new mutual fund for their investments that consistently outperformed the peer group; fund later became firm’s flagship Global Asset Allocation Fund and led to launch of an additional fund and numerous custom global balanced mandates.

New York, New York, United States

Co-founded Lazard's Multi Asset Investments Group, an investment team that designed strategic asset allocation solutions and tactically allocated across strategies and asset classes to generate alpha, securing initial client base and growing assets rapidly.Designed and managed Emerging Markets Equity Blend and Emerging Markets Multi-Asset portfolios, launching 2 mutual funds and allocating across equity styles, debt, foreign exchange, and options markets.

New York, New York, United States

Developed quantitative risk management and trading systems for fixed income, foreign exchange and equities. Created trade modeling tools to maintain portfolio duration, credit and currency exposure targets. Implemented holdings-based risk management systems - Algorithmics, Style Research, Barra, GRAM.

New York, New York, United States

Reassessed Lazard’s Fixed Income systems architecture to design a comprehensive, streamlined solution integrating investment management, trading, risk reporting, compliance and operations. Developed Fixed Income and Foreign Exchange trade modeling and portfolio management platforms.

New York, New York, United States

Invested excess cash in short term treasuries and agencies and confirmed trades.