Edward Riley
I am a dedicated professional with experience in investment management, valuation, and financial modeling.
Summary
My name is Edward M. Riley, I help people to meet and exceed their goals. Clients and business owners enjoy working with me because I can point them to best services and resources for human resources and business operations. I am detail-oriented and analytical professional with hands-on experience in finance analysis and modeling, complex forecasting, budgeting, report writing, and management reporting. I am adept at creating processes to increase productivity and controls through automation and process improvement. I am proficient in analyzing investment operations to develop solutions along with increasing returns and maximizing profitability. I am analytical planner deft at identifying and isolating business challenges, as well as devising solutions to resolutely mitigate issues. I have strong communication skills, able to build relationships and manage competing demands result in the achievement of challenging goals.
Experience
Senior Investment Analyst
Virginia Retirement System / Richmond
As Senior Analyst at Virginia Retirement System, I managed the automation of passive portfolio construction, matching of key rate duration, credit quality, and geographical exposure during monthly rebalancing by using SQL and MATLAB scripting knowledge. I oversaw and summarized asset allocation, sector tilts, risk contribution, and performance attributions for fixed income portfolios of $12B by researching, assembling, and analyzing internal reports. I bridged communication gap between back-office personnel and external vendors to establish new trading and risk applications. I coordinated with VRS’s credit strategies team in risk modelling. I prepared and delivered reports to management and Investment Department staff during monthly all-staff meetings.
Below are some of my key accomplishment that I have attained during this tenure:
- Conducted security-level analysis, performed email correspondence with managers, and organized on-site meetings to evaluate $4B managed short-term investment fund and $8B securities lending for VRS program.
- Led the implementation of a passive portfolio mandate of $500M for emerging market debt - from index selection to portfolio strategy simulation and basket trade execution.
Equity Research Associate
Sterne Agee CRT / Richmond, VA
As Equity Research Associate at Sterne Agee CRT, I built and updated financial models for existing and prospective company coverage by using different valuation techniques, such as comparable company analysis, discounted cash flow analysis, and comparable transaction analysis. I examined and analyzed the press releases and financial statements as well as designed the pitch books and presentations for non-deal roadshows in support of senior analysts with twenty diversified industrials and construction materials companies. I researched and drafted thirty-page primer on water industry for clients, while also detailing the industrial water cycle from desalination and purification technology to municipal measurement and wastewater treatment.
Below are some of my key accomplishment that I have attained during this tenure:
- Played a major role as a member of the underwriting syndicate and launched coverage of $1.67B IPO of Blackstone Group controlled Summit Materials (SUM) with Sterne Agee.
- Expanded existing coverage to six additional diversified industrials companies.
Education
University of Richmond
Bachelor of Arts with Honors in Economics
Courses in financial and managerial accounting, statistics, econometrics, corporate finance, investments, fixed income and derivatives.
Skills
