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Analyst Investment Management/Banking/Cash Management

Work Experience

Work Experience

Interim experience:
November 2010 – December 2010
Fortis Prime Fund Solutions – Compliance Officer

Setup database and reporting facilities for compliance on the fund business of Fortis (to be sold to Credit Suisse).

June 2008 – November 2010
Overlay Manager, Institutional Risk Management, KAS BANK N.V.

The Institutional Risk Management division is a sparring partner for boards and/or investment commit-tees of pension funds/insurance companies/banks/brokers, and functions within the bank as liaison for the client on investment and portfolio construction issues.

Responsibilities:
- Currency Overlay (passive currency hedging);
- Cash Management for clients;
- Duration Overlay/LDI solutions (advise on risk and consequences of, and execute the implementation of interest rate hedging strategies);
- Transition Management (advise on risk and consequences of, and execute the implementation of strategic and tactical portfolio restructures);
- CSA/Collateral Management (setup of product);
- Asset Rebalancing (Investment Consulting and portfolio construction).
- Product development for risk mitigating solutions.
- Client advise on the above.
- Sales on the above.
- Provide training seminars, both for clients and internally.

May 2005 – May 2008
Portfolio Analyst Global Convertibles, F&C Netherlands

- Part of a team of 4 investment professionals on convertible bond investments with EUR 1.4bn AUM.
- Research companies to include in portfolios.
- Convertible bond screening.
- Responsible for risk management and reporting, co-responsible for portfolio performance.
- Responsible for the currency hedging for segregated mandates
- Improve and expand the systems that are used to enhance the previous task.
- Marketing: RFP’s, client meetings and presentations.
- Dutch front office representative in project for the choosing and implementation of a new company wide portfolio management software application.

July 2002 – May 2005:
Assistant Account Manager, F&C Netherlands

- Manage relationship with investment committees of pension funds and insurance portfolios, reporting of and accounting for the portfolio returns.
- 3 ‘Key Clients’ in portfolio, clients with EUR +1 billion of assets. Includes biggest F&C client (20+ bn Euro AUM).
- Advise clients on their investment strategy.
- Allocation of client funds.
- Falcon Project: Project leader for the Dutch office to bring the administration to a new platform.
- Communication Project: improving communication between Operations London and Client Services Amsterdam.

January 2001 – July 2002
Performance & Risk Management Analyst, Achmea Global Investors / F&C Netherlands

- Measurement, analysis and evaluation of investment performance for the investment process, client and model portfolios, and the Investment Management dept.
- Fixed Income attribution for portfolio managers.
- Analysis of the investment process.
- Maintaining internal contacts (Board, management, other Achmea departments and business units) and external contacts (data and software suppliers, research companies).
- Merger Achmea-F&C: Integrate department into the London Performance department.

February 1999 - January 2001
(Senior) Employee Back office Treasury, PVF / Achmea Global Investors / F&C Netherlands

- Managing daily cash and forward positions of 1200+ bank accounts. Dealing through centralized dealing desk.
- Maintaining relationships with other Achmea (Treasury) offices and banks.
- Accounting of cash flows.
- Participation in projects to professionalize the Treasury dept.
- Senior position as from 1-1-2000.

June 1998 - February 1999
Sales advisor Exact Software, Back Up Berk

Education

- 1996 – 1998 : Economics, Free University, Amsterdam.
- 1992 – 1996 : Business Economics / Logistics, College of Business Economics, Amsterdam.
- 1986 – 1992 : VWO, Alkwin Kollege, Uithoorn.

Skills

Think out-of-box, hands on, result driven, punctual, social, communicator, creator, drive, flexible, team player.

Languages

Fluent in Dutch, English. Basic knowledge of German and French. I have a knack for speaking foreign languages.

Other

Software (other than standard office applications):
HiPortfolio, CTM, Russel Performance Attribution, Statpro, Bloomberg, Factset, Datastream, SuperDerivatives.

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