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    Senior Investment Strategist Portfolio Manager in Detroit MI Resume Clarence Lewis

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    Clarence Lewis is an entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for institutional asset managers. He is open to relocation for the right opportunity.

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    Senior Investment Strategist Portfolio Manager in Detroit MI Resume Clarence Lewis

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    ClarenceLewis
    314 views2 pages
    Clarence Lewis is an entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for institutional asset managers. He is open to relocation for the right opportunity.

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    Clarence Lewis is an entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for institutional asset managers. He is open to relocation for the right opportunity.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    314 views2 pages

    Senior Investment Strategist Portfolio Manager in Detroit MI Resume Clarence Lewis

    Uploaded by

    ClarenceLewis
    Clarence Lewis is an entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for institutional asset managers. He is open to relocation for the right opportunity.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 2

    CLARENCE LEWIS, JR.

    Detroit, MI 48207 248.789.7245 c.lewis@nextgenmanagement.net



    EXECUTIVE SUMMARY
    INVESTMENT MANAGEMENT | PORTFOLIO MANAGEMENT
    EXECUTIVE LEADERSHIP | CLIENT SERVICE | BUSINESS DEVELOPMENT |INVESTMENT CONSULTING | CAPITAL MARKETS
    Entrepreneurial executive skilled in deploying sophisticated investor strategies to expand revenue growth for
    institutional asset managers. Uniquely qualified leader with hybrid skill set spanning portfolio management/trading,
    relationship management, business development, corporate finance, due diligence, and asset allocation. Seasoned
    investment professional adept at building enterprise-wide relationships across financial intermediary platforms.
    CORE COMPETENCIES

    Investment: Expertise in traditional, alternative and real assets as well as derivatives and portable alpha
    Finance: Fluent understanding of asset management, investment banking, liquidity management, asset and
    liability management, and global strategic/tactical asset allocation
    Communications: Impactful presenter able to interface with C-level executives, consultants and trustees to
    retain/grow profitable relationships
    Leadership: Team-focused leader working closely with sales/trading, commercial/investment bank, legal,
    finance, senior management, and capital market groups
    PROFESSIONAL EXPERIENCE

    Business Development Executive, June 2012 2014
    Public Pension Plan Consultant, 2010 -2012
    Next Generation Management, LLC, Detroit, MI
    Sourced and secured seed capital from lead investor for first-time Green Real Estate Operating Fund. Built and
    executed companys marketing, sales and fund-raising strategies. Consulted defined benefit public pension fund
    client with $750M+ in assets. Developed and executed a liquidity and funding strategy. Quantified left tail portfolio
    risk, style and capitalization biases that led to achieving portfolio optimization and downside protection.

    Key Accomplishments:
    Expanded pool of prospective investors beyond traditional public fund, eleemosynary, Taft Hartley, and
    corporate sector to include impact investors, family office, high-net-worth, private equity, and consultants
    Improved risk adjusted returns by lowering portfolio volatility, harvesting volatile assets, improving relative
    performance, consolidating highly correlated assets, and recommending assets with lower correlations
    Generated portfolio gains and cost savings that resulted in ~$21.25 million of net income in 12 months
    Conducted manager searches and due diligence that led to the hiring and termination of investment managers

    Client Advisor, 2004 2010
    JPMorgan Asset Management, Detroit, MI
    Interfaced with middle and large-market institutional clients to assess, analyze and translate needs into portfolio
    and product solutions. Launched, sold and closed traditional, alternative, liquidity, absolute return and portable
    alpha strategies. Facilitated multi-touch point service to clients to meet and exceed client goals and objectives.

    Key Accomplishments:
    Generated ~25% growth in book of business through development of creative and customized solutions
    Retained ~ 90% of the assigned book of business through merger and transition of accounts

    Investment Manager, 1998 2004
    Bank One Investment Advisors, Detroit, MI
    Executed investment management processes for assigned book of business in Georgia, Florida, Nevada, North
    Carolina, Maryland, Michigan, and New York.

    Key Accomplishments:
    Increased AUM from ~$1.5B to $3.5B with 40-60 institutional clients that generated ~$2.2M in fees
    Led and captured $1B+ in AUM via direction of public fund, Eleemosynary, and Taft Hartley initiatives



    CLARENCE LEWIS, JR., PAGE 2
    EARLY CAREER

    Senior Portfolio Manager, First Chicago NBD, Chicago, IL
    Inherited book of transitioned accounts across institutional market segments
    Grew book to $750M over 3-year period

    Portfolio Manager, Alpha Capital Management, Detroit, MI
    Managed Fixed Income Portfolios, supported Equity and Balanced Portfolio Manager, marketed GARP and
    Core Bond strategies, and managed firm compliance needs
    Added three new accounts in 12 months and increased profitability by expanding existing relationships

    Commissioned Bank Examiner, Federal Reserve Bank of Chicago, Chicago, IL
    Lead examiner on multi-national examinations of holding companies and large commercial banks
    Selected for international assignments; spearheaded various capital market examinations in Michigan

    Portfolio Manager / Trader, Trustcorp, Inc., Toledo, OH
    Managed 7 out of 13 bank investment portfolios approximating $550M; supported lead portfolio manager on
    the remaining investment portfolios approximating $1.5B
    Generated ~$1.8M in trading profits over 3-year period

    TECHNICAL EXPERTISE

    Bloomberg, FactSet, Barclays Yield Book, Thomson Reuters, Knight Ridder, Barra, Zephyr, Lipper, IPS Sendero, Value
    Line, Morningstar, Money Market Directory, e-Vestment, Pertrac, INDATA, Ibbotson, Preqin, PERE, Microsoft Office
    Suite and Database Tools

    EDUCATION

    BS, Business Administration, Florida Agricultural and Mechanical University School of Business and Industry

    TRAINING & LICENSURE

    J.P. Morgan Asset Management internal and external product and sales training
    Completed Level 1 Chartered Financial Analyst Program
    American Bank Association Professional Development Courses
    Funds Management School, Chase Manhattan, London, UK
    Commercial Lending School, University of Oklahoma
    Options Institute, Chicago Board Options Exchange
    FINRA Series 63, 65, and 7 licenses and NFA series 3 (has passed)

    PROFESSIONAL AFFILIATIONS

    International Foundation of Employee Benefit Plans
    Michigan Association of Pension Employees and Retirement Systems
    Municipal Treasurers Association
    National Association of Securities Professionals
    Government Finance Officers Association

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