Morgan Ralph, CFA

Experience

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  Lazard Asset Management

  May 2006 - Dec 2006

  Global Fixed Income Portfolio Management

  - Global Fixed Income Portfolio Management team with +$2bn in AUM- Assisted with investment due diligence, foreign exchange risk reporting and daily trade activity- Monitored competing funds' performance and developed daily market updates for PM

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  Lehman Brothers

  Jul 2007 - Jun 2008

  Analyst - Capital Advisory

  - Natural Resources analyst focused on originating and evaluating investment banking, advisory and principal investment opportunities- Performed pro-forma financial statement analysis to determine preliminary revenue growth and profitability potential for the most attractive companies and transactional opportunities- Participated in and hosted conference calls and meetings with senior executives of operating companies to better understand their business model, growth story and revenue/profitability- Actively co-managed the Corporate Finance Solutions Network, a platform of formal relationships with a set of middle-market investment bank partners for referral opportunities Show less

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  Brown Brothers Harriman

  Aug 2008 - Sept 2012

  Associate - Institutional Equities

  - Responsible for primary client coverage of institutional asset managers and asset owners in the New York, Mid-West, and Mid-Atlantic regions- Revenue growth of +20% year on year- Actively cross-sold BBH Markets product suite, e.g. Global Fixed Income execution, FX trading & research

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  FINARC Investment Management

  Feb 2013 - Aug 2013

  Equity Research Analyst

  - Fundamental Equity Research Analyst responsible for Energy, Utilities and Materials sectors- Identified, analyzed and recommended new investment ideas to Investment Committee leveraging valuation models and company and industry reports- Oversaw portfolio holdings within sector coverage, composed monthly research reports and made updates to firm financial models to discuss and reflect any material changes with portfolio managers

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  State Street

  Aug 2013 - Sept 2021

  Head of North American Business Development - Head of North American Business Development, Innovation Products- Manage the business development and new product innovation effort behind GX Investable Indices

  • Vice President - Outsourced Trading Solutions

    Feb 2020 - Sept 2021

  • Vice President - Investable Indices

    Aug 2013 - Feb 2020
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  UBS

  Sept 2021 - now

  Director

  Execution Hub - Outsourced Trading