Steve Byers Email & Phone Number

New York, New York

I focus on managing client relationships with home office due diligence analysts and model allocators at wealth management platforms. I showcase Invesco’s best-in-class alternative investment capabilities (Real Estate and Private Credit) and its traditional mutual fund and separate account products to those clients. I utilize my extensive analytical background (manager due diligence and equity research) in order to foster new client relationships and provide them with investment solutions to fit their firm's needs. I also work directly with internal investment teams to help promote their product offerings and assist in product development as the market evolves.

Greater New York City Area

I was a member of Deutsche Bank's Global Investment Group (GIG) Committee, analyzed multiple investment strategies and making recommendations based upon my extensive due diligence. I was also a member of Deutsche Bank's portfolio construction team, building asset allocation model portfolios for a variety of UHNW clients. I maintained an in-depth knowledge of the entire Mutual Fund, SMA, and ETF competitive landscape, having researched 1,000+ investment strategies across asset classes and sold 200+ DB approved strategies to various investment audiences, including; DB’s CIO Office, Private Bankers, End Clients, Financial Advisors, as well as to counterparts at other wealth management platforms.

Greater New York City Area

I was a Senior Manager Due Diligence Analyst covering numerous active investment strategies in the liquid alternative and small-mid cap asset classes. I presented investment ideas to varying audiences in multiple environments, including internal investment committees, financial advisors, and regional specialists. I was also a co-portfolio manager for internally managed model portfolios. To that effect, I was responsible for hiring/firing of external asset managers and moving $500M+ in and out of strategies on multiple occasions as I altered my investment views.

Greater New York City Area

I performed equity research on biotechnology companies, analyzing all aspects of select companies in the small and mid cap space (product pipeline, current products, financials, stock price, etc.). Based on my analysis, I formulated long/short investment theses and associated derivative strategies by performing bottom-up fundamental and technical analysis. I presented these investment ideas to institutional clients and internal salespeople, explaining the proposed investment methodology and logic for taking recommended positions. I also wrote initiation reports, company-specific and industry-related notes.

Greater New York City Area

I was a generalist analyst on the buy-side and performed both fundamental equity research and technical analysis to propose trade recommendations. I monitored implemented trades and advised portfolio manager to alter allocations to mitigate risk and/or enhance investment returns as company/market dynamics changed accordingly.

Greater New York City Area

Master, Business Administration; Finance And Economics And Specialization In Finance Instruments And Markets

Member-Graduate Finance Association, Association of Investment Management, and Emerging Markets Association

Bachelor'S Degree, Biochemistry And Genetics