Portfolio Manager/Investor

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Portfolio Manager/Investor
Location Confidential
Northeast USA
Willing to Relocate
$300,000 to $600,000

Resume Summary
Insightful and passionate investor (18 years). Resilient and tireless leader with an aptitude to calmly deal with complexity, adversity and success. My goal is to identify a position where investment skill can make a significant positive impact on client outcomes.


Executive Profile
Investment and Finance executive accomplished in guiding strategic investment direction, developing robust processes, and creating a continuous improvement culture. Big-picture perspective is complimented by a hands-on approach. Drives fundamental due-diligence and research excellence. Synthesizes macroeconomic, equity and credit market fundamentals and develops adaptable, profitable strategies. Develops lasting business partnerships. Nurtures and grows client relationships.
Leadership fosters a collaborative culture of rigorous research and decisive, quick to market action. Leads teams to recognize profitable opportunities and valuation inefficiencies across real market sectors and geographies. Strategies benefit from her seasoned risk judgment and in-depth due diligence. Effective and accountable. Possesses an entrepreneurial approach and strong sense of urgency. Intellectually curious, energetic, and versatile.

Skills Highlights

" Investment strategy customization and leadership
" Global investment process design and execution
" Asset and company valuation experience
" In-depth fundamental equity/credit research
" Expert real estate asset due-diligence
" Deep knowledge of capital markets and foreign markets
" Complex financial analysis, forecasts and interpretation expertise
" Portfolio and investment risk assessment and control
" Quantitative analysis development and interpretation
" Institutional and Private Wealth business development
" Experienced client prospecting, servicing and communication across channels
" Strategic planning, forecasting and budgeting expertise
" Insightful competitive analysis and comparative profitability assessments
" Capital planning and investment return evaluations
" Active management of foreign exchange risk
" Project management leadership

Core Accomplishments
Real Estate Investment Strategy Development and Management: Under her leadership, flagship global fund (AllianceBernstein Global Real Estate Institutional II, I) was winner of 2011 Lipper Award for Best Global Real Estate Fund in Five Years and assets increased from US$1.0 to 4.0+ Billion. Upon taking charge in 2004, restructured ABs real estate equities effort by internalizing fundamental research and discontinuing external advisor. Immediate net savings were US$ 1.0+ Million. Strategic vision led to adoption of a global investment approach. Designed and launched a global research effort and thereafter seamlessly globalized US$ 4.0 Billion in assets. Expanded research and investment capabilities to include emerging markets and infrastructure companies.
Global Equity Research and Investment: Led industrial commodities equity analyses and developed insights that drove Bernstein Values substantial investments in the paper, steel and aluminum industries in the late 90s and in steel and non-ferrous metal companies in 2003 and 2004. These investments were meaningful contributors to the outperformance of Bernstein US Value portfolios in the early 2000s and Global Value portfolios in mid-2000s. Investment due diligence identified company cash flow outcomes, evaluated financial resilience and underpinned investment conviction. Recommendations resulted in successful investments.
Strategic Planning, Forecasting and Budgeting: Streamlined various Planning and Budgeting processes. Designed and executed financial and strategic analyses that uncovered strengths and vulnerabilities of the businesses analyzed. Insights led to changes in capital investment strategy and restructuring efforts.

AllianceBernstein (AB) L.P., New York, NY October 1994-March 2012
Chief Investment Officer, Real Estate Equity Securities, SVP January 2009-March 2012
Co-Chief Investment Officer, Real Estate Equity Securities, SVP
July 2004- December 2008
Process and Risk Management
" Developed and directed a unique investment strategy that combined fundamental and quantitative research. Provided insightful interpretation of valuation, fundamental and quantitative signals. Captured and distilled insights from teams research; resulting convictions and portfolio construction produced top performing portfolios.
" Recruited, trained and directed a global team of five dedicated real estate research analysts and three shared fundamental and quantitative analysts creating a unique and collaborative culture of rigorous research, continuous improvement and decisive, quick to market action. Forged a partnership with ABs fixed income professionals that deepened real estate equity and credit research.
" Implemented a robust, disciplined and repeatable investment process that uncovered valuable fundamental insights and valuation inefficiencies. Propagated research knowledge and best practices.
" Performed and directed company and asset due diligence. Investment analyses included: detailed cash flow projections, balance sheet evaluations, net asset value estimates, capitalization rate assessments and internal rate of return projections. Global analyses reflected deep understanding of various accounting standards (IFRS, US GAAP, etc.) and research rigor.
" Guided quantitative analysts to develop a risk-return model that enhanced data-driven investment culture. Model facilitated valuation screening and risk control. Quantitative model was completed in 2006. Identified refinements that led to increased model efficacy and spearheaded their implementation in a model upgrade completed in 2010.
" Created a multifaceted portfolio risk control process that evaluated multiple risk perspectives, including thematic and correlation based. Assessed opportunities/risks present in currency markets and established the appropriate level of active currency exposure.
" Completed design work for a multi-asset real estate product conceptualized to deliver a meaningful reduction in portfolio volatility and tail risk. The product included real estate equity and fixed income securities (real estate company bonds and mortgage backed securities).

Client and Product Management
" Attracted and serviced client interest in ABs real estate securities strategy. Articulated investment process, strategy and results to Institutional and Private Clients. Created and refined comprehensive quarterly client servicing documents. Proactively customized and evolved communication strategy to address changing investment environment and client needs.
" Reported quarterly to the AB Mutual Fund Board. Detailed investment results, performance drivers and portfolio risk exposures. Shared macroeconomic perspective and market insights. Articulated investment positioning and strategy for funds managed.
" Portfolio management team member for a deep value, distressed assets strategy that raised US$1.5 Billion at cycle depth (2008). Led real estate investments selecting deeply undervalued, asset rich companies with strong cash flow recovery potential. Strategy achieved 18% return upon liquidation in April 2009. Marketed strategy to Institutional clients.
" Member of the management team for a real assets strategy lunched in 2010 that raised ~ US$2.0 Billion. Led debate on relative fundamental and valuation attractiveness of real estate versus other inflation sensitive assets. Influenced strategic positioning of real estate investments within product. Marketed strategy to a broad spectrum of clients.
" Designed and managed customized portfolios with narrow regional or inflation exposures that fit specific client objectives. Guided and recommended most suitable real estate investments for US Small Capitalization/SMID Value portfolios.
" Spearheaded effort to deepen knowledge of threats and opportunities facing the Chinese economy. Insights from study influenced multiple investments in China, across value and growth products.

Investment Research - Industrial Commodities, Base Metals, Forest Products, Packaging October 1994- June 2004
Senior Research Analyst December 1996- June 2004
Sector Leader 2003- June 2004
" Led industrial, chemical and energy analysts in articulating industry views, demonstrating investment advocacy and selecting research portfolio investments. Synthesized analyst recommendations, quantitative ranking output and macroeconomic perspective into a research driven sector portfolio.
" Led global research and investment for steel, aluminium, copper, bulk commodities, forest products and packaging industries. Assembled supply-demand models and cost curves to understand marginal cost of production for globally traded commodities. Influenced investment decisions utilizing insights on company cost of production, cash flow and profitability through cycles.
" Produced unique insights by incorporating currency dynamics to assess shifts in cost curves and changes in production profitability.

Research Associate October 1994- November 1996
" Applied insights developed from paper manufacturing industry experience in the creation of comprehensive global supply-demand models and cost of production curves for different paper grades. Incorporated data and insights into company financial models and normalized earnings forecasts that drove investment decisions.
" Pioneered fundamental research approaches for emerging market companies in paper and forest products industries. Analyses incorporated the effects of inflation, changes in currency value and earnings impact of various company ownership structures.

Various Analytical Positions 1984-1993
Manager, Industry Analysis/ Strategic Planning Group James River Corporation, Norwalk, Connecticut
" Leadership role in benchmarking and competitive cost assessment of tissue paper products manufacturing process. Identified relative cost positioning of manufacturing facilities. Led annual budgeting and five-year planning process for the consumer paper products division. Developed manufacturing cost insights that led to a multi-year restructuring effort.

Analyst, Strategic Planning Group
" Implemented capital project audits that provided insights into efficacy of capital investment evaluation process. Increased effectiveness of project evaluations by incorporating a range of sensitivities that reflected project returns under different business and macro assumptions.

Analyst, Treasury Group General Motors de Mexico, Mexico City, Mexico
" Spearheaded debt for equity swap program that enabled a meaningful improvement in the companys financial health. Led other treasury functions such as budgeting, monthly forecasting of sources and uses of funds and foreign currency exposure evaluations.

Analyst, Corporate Finance Northwest Industries, Chicago, Illinois
" Led capital investment feasibility evaluations for several of the conglomerate owned companies.

Member of the National Association of Real Estate Investment Trusts (NAREIT) Real Estate Investment -Advisory Council (2009-2012).

LANGUAGES- Fluent in Spanish

Columbia University, New York, NY-Master in Business Administration (MBA) with concentration in Finance 1982
Universidad Simon Bolivar, Caracas, Venezuela -BS Chemical Engineering 1977

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