Paul Fox, CFA

Experience

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  Fidelity Investments

  Jan 1990 - Jan 1993

  Business Analyst

  Accounting & Custody Services - Systems Group Boston, MA• Liaison between application users and developers to design, develop, test and install Fidelity's portfolio accounting and reporting system.• Performed quality assurance tests, conversions to new system and user training.• Successfully converted some 200 Fidelity mutual funds to the new system.

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  BNY Mellon

  Jan 1993 - Jan 1997

  Senior Business Analyst

  Investment Information Services - Global Analytics, Boston, MA• Responsible for developing and maintaining Mellon’s Global Analytics system.• Insured timely delivery of accurate equity and fixed income analytics to portfolio managers and fund sponsors.• Authored business requirements, functional specifications and test plans. Installed product enhancements and informed internal and external customers of product capabilities.• Managed enhancement queues, lead projects and tracked all costs associated with development projects. Show less

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  Putnam Investments

  Jan 1997 - Jan 1999

  Senior Business Analyst

  Quantitative Equity Research• Supported quantitative research by maintaining and enhancing Putnam’s portfolio management/research system.• Point person for multiple research teams, assisting in daily quantitative research activities.• Provided analysts with company fundamentals, analytics, performance and proprietary modeling information.• Installed Ibes earnings, CRSP historical security database, Barra’s E3 and Global Equity risk models.

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  Columbia Threadneedle Investments, US

  Jan 1999 - Jan 2008

  Senior Quantitative Analyst

  Municipal BondsSenior Quantitative Analyst 1999 - 2008 • Provide quantitative analysis and risk management for tax-exempt division.• Manage and consult on hedging strategies and derivative use in mutual funds.• Develop pre and post trade tools to aid investment process. Proficient with POINT, Perform and Axiom.• Manage quarterly risk management process – member of Risk Management and Investment Policy Committee.• Review quarterly performance attribution & peer group comparisons, identifying return drivers and inherent risks.• Make recommendations to senior management on portfolio construction and investment process improvements. Show less

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  Columbia Threadneedle Investments, US

  Dec 2008 - now

  Senior Portfolio Manager

  Municipal BondsSenior Portfolio Manager currently focusing on Intermediate Municipal mutual funds and institutional portfolios. • Develop and implement investment strategy for yield curve, credit profile and overall interest rate exposure for portfolios.• Interact with credit research analysts and traders to identify investment opportunities that offer relative value.• Construct, rebalance and monitor portfolios to assess if they are meeting objectives, within compliance guidelines and risk parameters.• Prepare and present portfolio commentary, investment process and market outlook for various audiences including shareholders, prospects, internal sales force and fund boards. • Recently completed the installation of bespoke Bloomberg Enterprise PORT Municipal Attribution system to evaluate drivers of relative returns. System measures overall duration positioning, curve, quality and sector decisions. Funds managed include national and state specific.Columbia Intermediate Duration Municipal BondColumbia Oregon Intermediate Municipal BondColumbia California Intermediate Municipal BondColumbia New York Intermediate Municipal BondColumbia Massachusetts Intermediate Municipal BondPreviously managed strategies in Connecticut, Virginia, North Carolina, South Carolina, Maryland. 2008 - 2012 Managed sub-advised municipal portfolios for Bank of America and institutional portfolios. Portfolios included short, intermediate, long, national and state specific. Show less