Josh MacKenzie, CFA

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)