Accomplished Senior Investment Professional with demonstrated ability to succeed in Performance, Risk, Analytics and Compliance for largest institutional clients in West Coast and Hawaii for 20+ years. Maintained high satisfaction rate and long-term Clients' assets average over $200+ billion of Endowments, Foundations, NDTs and both Defined Benefit and Defined Contribution under Performance Measurement and Compliance Management. Specialized in managing a Team of Analysts in each respective area of world class consulting as well as leading the sales strategy development, implementation, RFP presentation and achieving successful results.
Hi, I’m
Samuel Oh, CFA
Performance & Risk Consultant
Irvine
Summary
Overview
29
years of professional experience
5
years of post-secondary education
1
Certificate
Work History
BNY MellonIrvine
Senior Global Risk Solutions Consultant
05.2017 - 05.2023
Job overview
- Won RFPs of Assets over $70 Billion from 2019 to 2023. Developed sales presentations and capture win strategies to achieve RFP wins including 2022 Intel's DC & DB Plans.
- Managed large institutional clients over two decades with total Assets under Custody of $200+ Billion through strong performance and exceptional customer satisfaction rate.
- Drove improvements through collaboration with multiple fintech (i.e. Caissa/Burgiss) for institutional clients and implemented initiatives to minimize risk exposure and improve reporting of Total Fund, ESG, Private Equity and Hedge Funds.
BNY MellonIrvine
Global Risk Solutions Consultant
04.2012 - 04.2017
Job overview
- Appointed as lead expert for North America's 60 Consultants to oversee Investment Compliance Monitor Services and analytics and RFP sales presentations.
- Managed and successfully executed transition from US to global performance services for 12+ institutional clients to offshore offices in India, Poland and Ireland while maintaining high customer satisfaction through supporting all issues resolution.
- Achieved GIPS certification verification for Asset Owners through in-depth understanding of GIPS verification rules.
- Lead expert for presentation/sales team in performance, attribution and investment risk systems.
BNY MellonLos Angeles
Performance & Risk Analytics - Associate
04.2007 - 03.2012
Job overview
- Measured and evaluated analysis of investment attribution and analytics of 15 Institutional Asset Owner portfolios and benchmarks.
- Authored white papers for BNM Mellon Asset Servicing clients on implementing and understanding fixed income and private equity portfolios for institutional clients.
- Performed analytics/attribution of Investment Managers for Public Funds, Endowments, and Pension Plans through Wilshire’s TUCS (Trust Universe Comparison Service) software system and Bank of New York’s customized software.
- Implemented new software projects such as Burgiss's PRIVATE I to enhance ability to monitor and consult Venture Capital Clients.
Bank Of New York Los Angeles
Investment Consultant
08.2001 - 12.2006
Job overview
- Daily and Monthly Compliance and Performance Monitoring of Asset Managers for some of Largest Public Employees’ Retirement Systems and Endowments on West Coast such as Nevada PERS and Kamehameha Schools.
- Advocate for clients through strong relationships with institutional clients through consultative approach and thus achieved world class service.
- Utilize Risk Metrics to evaluate Value at Risk (VAR) of Clients' portfolios. This process built financial models around key metrics.
Deloitte And ToucheLos Angeles
Business Strategy Consultant
06.2000 - 09.2000
Job overview
- Completed and presented valuation model analysis for public and private companies
- Established framework for Performance Improvement Practice where e-business providers were surveyed and studies of competitive intelligence successfully completed to establish alliances
TD AmeritradeBeverly Hills
Investment Trading Specialist
03.1994 - 09.1998
Job overview
- Traded fixed income, stock and derivative markets to become top trader out of 40 on retail floor and earned reputation for excellence and proficiency.
- Developed and streamlined investment strategies through asset allocation of portfolios, which consisted of municipals, Ginnie Mae, Fannie Mae and corporate bonds for high-net-worth individuals
Education
University of California IrvineIrvine, CA
MBA from Business Administration And Management
09.1999 - 06.2001
University Overview
California State University FullertonFullerton, California
Bachelor of Arts from Political Science And Government
09.1987 - 06.1991
University Overview
Skills
Investment Analysis and Execution
undefinedCertification
Chartered Financial Analyst
Timeline
Senior Global Risk Solutions Consultant
BNY Mellon
05.2017 - 05.2023
Global Risk Solutions Consultant
BNY Mellon
04.2012 - 04.2017
Performance & Risk Analytics - Associate
BNY Mellon
04.2007 - 03.2012
Investment Consultant
Bank Of New York
08.2001 - 12.2006
Business Strategy Consultant
Deloitte And Touche
06.2000 - 09.2000
University of California Irvine
MBA from Business Administration And Management
09.1999 - 06.2001
Investment Trading Specialist
TD Ameritrade
03.1994 - 09.1998
California State University Fullerton
Bachelor of Arts from Political Science And Government
09.1987 - 06.1991
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