Richard Birnbaum, CFA

Experience

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  Citibank

  Jan 1999 - Jan 2000

  Vice President, Performance Measurement

  • Oversaw all aspects of performance measurement for the group’s largest client with assets in excess of $80B.• Effectively managed group of performance analysts with responsibility for calculating and analyzing portfolio returns for institutional plan sponsors.• Managed multiple projects while providing timely and meaningful feedback to supervising staff and senior performance analysts.

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  Deutsche Bank

  Jan 2000 - Jan 2003

  Vice President, Performance Analytics

  • Maintained full accountability as the Senior Relationship and Product Manager for the Independent Consultants Cooperative (ICC), comprised of 16 investment-consulting firms serving over 900 plan sponsors.• Facilitated quarterly client workshops focused on analyzing peer group investment performance and portfolio risk characteristics trends.• Planned, organized and ran seven ICC conferences attended by the founders and senior consultants.

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  EII Capital Management, Inc.

  Jan 2003 - Jan 2017

  Head of Global Client Services (2013-2017)

  Senior Vice President, Client Services (2012)Vice President, Client Services (2003-2011)Successfully managed Global Client Services and Portfolio Analytics team: resolved client, prospect and consultant inquiries; conducted client review meetings; analyzed portfolio results; developed custom client reports; onboarded new clients; and conducted portfolio risk analysis, attribution and GIPS compliance.• Supported over 75 institutional clients, primarily composed of public pension plans, endowments/foundations and sovereign wealth funds.• Key role in contributing to firm’s AUM growth from $3B to nearly $14B by partnering collaboratively with Global Sales and Investment teams marketing to prospects and consultants: explained investment process, portfolio positioning and rationale for active bets; responded to RFPs; and conducted detailed historical performance and risk analysis for actual and model portfolios.• Actively engaged with US consultant channel, covering 20 firms for real estate securities asset class: marketed global real estate securities, Shari’a, ESG and income-focused strategies.• Lead contact for firm’s second largest client, a $400 million mandate for an Asia-based government pension fund.• Created new product by optimizing ex-US portion of global real estate securities portfolio to meet client-required 0.5% tracking error using a maximum of 40 stock positions.• Tactically compiled and analyzed investment performance: prepared written portfolio commentary and attribution for investment consultants, clients and internal investment team. Show less

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  Man Group

  Jan 2019 - Jan 2021

  Global Head of Client Services (FRM)

  Directed 9-person global client services team at this alternatives investment specialist, focused on risk premia, multi-strategy and hedging solutions as well as a full-service hedge fund platform, including commingled fund-of-funds, customized solutions and advisory solutions.• Partnered collaboratively with Global Sales and Investment teams, designing marketing material for clients and prospects, including preparing best-in-class pitch books and RFP responses.• Allocated resources and set work priorities to meet stakeholder deliverable requirements. • Formulated and implemented career development plan for client services team. Show less