Jeremy Klein

Principal

About

I bring over 25 years of global investment experience across the sell side and buy side, including quantitative equity research and senior asset management roles serving insurance companies, pension plans, and endowments in Canada, New York, and Switzerland.My expertise spans public and private equity, fixed income, foreign exchange, commodities, and derivatives, with a strong focus on multi-asset portfolio construction, asset allocation, asset/liability management, and institutional risk management. I have extensive experience in manager selection, monitoring, and due diligence, supporting disciplined capital allocation across complex portfolios.I have an analytical and process-driven approach, and will thrive in environments that expect creativity, adaptability, risk-adjusted investment performance, long-term thinking, and scalable processes.

Country

Canada

City

Greater Ottawa Metropolitan Area

Industry

Investment Management

Skill

Asset and Liability Management (ALM), Financial Modeling, Analysis, Equities, Asset Allocation, Financial Risk, Finance, Strategic Planning, ALM, SQL, Business Strategy, Team Leadership, Start-ups, Pension Funds, Insurance, Portfolio Management, Investments

Experience

Principal

Edison Asset Management Corporation

2014-8 - Present · 12 yrs 2 mos

Ottawa, Canada Area

Responsible for formulation, execution and monitoring of investment strategy for corporate and individual investors.

Director of Investments

University of Ottawa

2022-11 - 2023-9 · 11 mos

Ottawa, Ontario, Canada

Responsible for management of fixed income, equity, hedge funds and private debt for the University's $4bn portfolio of pension plan, endowment and treasury assets.

Senior Investment Manager

Federation of Canadian Municipalities

2020-1 - 2022-11 · 2 yrs 11 mos

Ottawa, Ontario, Canada

- Responsible for overall investment management of the Green Municipal Fund's $1.3bn portfolio with allocation to stocks, bonds, real estate, private debt and infrastructure - Work with asset managers, investment consultants, custodian - Lead, prepare and set annual goals for the Green Municipal Fund's Investment Committee - Responsible for investment reporting and analytics - Developed a Responsible Investment (ESG) Policy - Oversee investments of seven Low Carbon Cities Canada endowments and sit on investment committees of each entity

Portfolio Manager

Investment Partners

2016-5 - 2018-10 · 2 yrs 6 mos

Ottawa, Ontario

Responsible for security selection and portfolio construction, using fundamental company analysis.

Head of Asset Allocation & Strategy

AXA Switzerland

2010-3 - 2014-7 · 4 yrs 5 mos

Zurich

Managed a team responsible for setting, implementing and monitoring the asset allocation and investment strategy for the $100-billion insurance and pension assets. The allocation consisted of government, corporate and high-yield bonds, mortgages, loans, public and private equity, real estate, hedge funds and structured products.

Analyst, Allocation & Strategy

AXA Switzerland

2006-8 - 2010-3 · 3 yrs 8 mos

Zurich

- Created the reporting applications to monitor issuer concentration risk, duration, credit quality and the performance of outsourced mandates - Defined asset allocation for the employee pension fund; conducted selection of external portfolio managers for equity and credit portions of the fund - Managed the hedging of a unit-linked retail insurance product - Analyze, select and implement trades relating to commodities, volatility and market dislocations - Prepare and deliver presentations detailing investment strategy to executive board

Senior Financial Analyst

Obermatt

2005-8 - 2006-7 · 1 yr

Zurich

Coordinate financial modeling, research and marketing projects Manage a team of junior analysts responsible for developing financial models, Excel-based applications and client presentations Manage client relationships to ensure satisfaction with project work

Founder

Klein Brothers Asset Management AG

2003-9 - 2005-7 · 1 yr 11 mos

Zurich

Established an investment management company Maintained relationships with lawyers, auditors, accountants and self-regulatory organizations Developed custom-made applications to control investment risk and perform bookkeeping

Quantitative Analyst

Salomon Smith Barney

1999-10 - 2003-3 · 3 yrs 6 mos

New York

Responsible for the maintenance and integrity of the databases used in the statistical modeling process Member of the Client Request Team which responded to customized research requests from internal and external portfolio managers, traders and the investment-banking department Performed backtests and performance analysis of the department's financial models Produced monthly and quarterly research publications analyzing equity index performance Cultivated relationships with clients and acted as a liaison between the department's financial modelers and the end-users of the models

Data Analyst

Reuters Information Services

1998-4 - 1999-9 · 1 yr 6 mos

Toronto

Monitored data integrity systems Tested new Reuters products for accuracy, timeliness and ease of use Collected index data to enhance historical databases