Charles Sexton

Experience

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  GE Capital

  Jul 2013 - Jan 2014

  Financial Management Program (FMP) - Pricing Analyst

  •Learned a significant amount about corporate lending and leasing market dynamics•Consolidated new business reporting across 12 platforms for GE Capital Americas' $39 billion portfolio•Presented profitability and loan issuance volume trends across platforms at monthly team meetings•Developed an analysis cross referencing issuance volume and profitability to inform changes to the Pricing Policy implemented across the firm’s lending and leasing platforms

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  JPMorgan Chase

  Jun 2014 - Aug 2014

  Investor Services Intern

  •Developed and administered a presentation on Investor Services’ product offerings, banking regulatory changes and competitive positioning for the purposes of future new hire orientation•Researched lines of business and service offerings to expand understanding of the firm’s banking operations•Gained a sound understanding of how the firm generates revenue from traditional banking-related activities

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  Cambridge Associates

  Jul 2015 - Feb 2019

  Senior Investment Associate

  C|A Capital (Outsourced Chief Investment Office):•Provide analytical support to assist with discretionary management of more than $4.0 billion of client assets•Write research reports on investment funds and pitch highest conviction ideas to the discretionary team CIO •Conduct ad hoc research to inform tactical positions within the portfolio relative to asset allocation policy•Construct client materials covering topics such as investment policy review, risk profile, market environment, tactical positioning, recent performance and ad hoc research•Participate in weekly rebalancing meetings during which the CIO explains the rationale for future transactions•Monitor funds by attending in-person meetings with portfolio managers as well as reading research reports and quarterly letters to cultivate a comprehensive understanding of the fundExcel Team - Global Team Leader:•Lead model developer and project manager responsible for the development and maintenance of standard Excel tools used across the firm including a suite of investment fund analytics templates•Write VBA code to allow for the efficient manipulation of large data sets and automatically format outputs (charts, graphs, data tables) to produce client-ready exhibits•Lead training sessions educating other investment associates on how to use Excel modelsMarketable Alternatives Team (Hedge Funds):•Attend in-person meetings with hedge fund managers•Write research comments detailing managers' investment strategies, portfolio construction, key performance drivers and organization changes; comments are circulated firm-wide Show less

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  University System of Maryland

  Feb 2019 - now

  • Director of Investment Strategy

    Jan 2024 - now

  • Senior Investment Analyst

    Feb 2019 - Jan 2024