Josh MacKenzie, CFA

Josh MacKenzie, CFA

Intern

Followers of Josh MacKenzie, CFA610 followers
location of Josh MacKenzie, CFALos Angeles, California, United States

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  • Timeline

  • About me

    VP, Capital Markets at First Citizens Bank

  • Education

    • University of California, Los Angeles

      2013 - 2016
      Economics

      Activities and Societies: Zeta Beta Tau - President

    • Eastside Catholic School

      2009 - 2013
  • Experience

    • WiserCare, Inc.

      Jun 2015 - Sept 2015
      Intern

      Compiled evidence from leading medical journals to be used in early drafts of white papers and investor slide decks for WiserCare’s shared decision-making platformConducted industry analysis study to gauge progress and status of other web-based shared decision-making platforms

    • North Pier Search Consulting

      Mar 2016 - Sept 2019

      Implemented firm's proprietary quantitative solution for evaluation of fully discretionary multi-asset portfolio managersWork with lead consultants on evaluating RFPs from service providers, amalgamating information and assembling concise summary reports for client finalist selectionTailored process to address illiquid assets, legacy positions prohibited from divestment, timing of private equity commitments and infrequent valuation leading to more accurate risk-adjusted return metricsProduce written marketing materials as well as authored white paper summarizing the resultant findings of a conference North Pier convened to address specific challenges within the industry Show less

      • Research Analyst

        Jan 2017 - Sept 2019
      • Intern

        Mar 2016 - Dec 2016
    • CIT

      Sept 2019 - Mar 2023
      AVP, Capital Markets

      Interest rate & FX derivativesModel derivatives trades in support of live execution, credit exposure modeling, and scenario analysisOversee trading documentation including ISDA Master Agreements & Schedules, FX Agreements, and CSAsCreate presentations and client marketing materials regarding market developments, trade ideas & hedging topicsLead role in researching client financial statements and other marketing activitiesManage sales pipeline and assist desk personnel in sourcing new opportunities throughout marketCoordinate counterparty credit process including requesting and maintaining trading lines with appropriate portfolio team Show less

    • First Citizens Bank

      Mar 2023 - now
      VP, Capital Markets

      Interest rate derivatives specialist (previously CIT, merged with First Citizens in 2022)

  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Jul 2019
      View certificate certificate
  • Volunteer Experience

    • Volunteer

      Issued by University of California, Los Angeles
      University of California, Los AngelesAssociated with Josh MacKenzie, CFA