Mustafa Osman

Experience

• 

  The Fresh Market

  Apr 2007 - Aug 2009

  Business Strategy Analyst

  Helped the senior management team tune the company’s strategy by analyzing the performance of individual departments, retail stores, and districts. Served as an internal consultant focused on identifying causes of underperformance within departments and recommended corrective strategies.

• 

  New York Life Insurance Company

  Jul 2011 - Dec 2016

  Lead investment due diligence analyst on US Core, US Growth, REIT, Liquid Alternative, and Asset Allocation strategies. Managed the number of investment options available to investment advisors and determined when to add new investment strategies to the platform. Partnered with the field-facing teams to educate investment advisor representatives on our investment offerings and to help raise and retain assets. Managed the wealth management division’s ETF available list. Supported head of investment research by conducting quantitative analysis on investment strategies offered by the division. Served as product manager of the SMA platform with primary responsibility of improving the profitability of the platform. Responsible for product development and management, and marketing of the SMA platform to New York Life’s investment advisor representatives.

  • Corporate Vice President – Investment Manager Research and Due Diligence

    Feb 2013 - Dec 2016

  • Senior Associate – Product Development & Strategy

    Feb 2012 - Feb 2013

  • Senior Associate – Product Management

    Jul 2011 - Feb 2012
• 

  UBS

  Dec 2016 - now

  • Executive Director – Head of ETF and Mutual Fund Strategy & Analytics

    Feb 2024 - now

  • Executive Director – ETP Product Management & Due Diligence

    Mar 2021 - Jan 2024

  • Director – ETP Product Management & Due Diligence

    Dec 2016 - Feb 2021