yan arsenault

vp-investments at trust point inc

About

Result-oriented investment professional with more than 18 years of experience. Expertise managing portfolios, researching investments, developing investment models/strategies and cultivating relationships. Specialties: Fundamental And Quantitative Analysis ♦ Portfolio Management ♦ Market And Economic Research ♦ Asset Allocation ♦ Productivity Improvement ♦ Business Development ♦ Staff Training And Development ♦ Risk Management ♦ Client Relationship Management

Country

united states

City

la crosse

Industry

financial services

Skill

investments, administration

Experience

group manager

bisys fund services

1998-10 - 2001-3 · 2 yrs 6 mos

external auditor

deloitte

1996-9 - 1998-10 · 2 yrs 2 mos

vp, senior portfolio manager

the bank of n.t. butterfield & son limited

2001-3 - 2012-8 · 11 yrs 6 mos

Head the group’s discretionary portfolio management function. Oversee the establishment of investment policy guidelines, portfolio construction, trading, performance measurement, risk and liquidity management. Act as the spokesman on investment strategy and process, keeping clients up-to-date on market trends, investment opportunities and their potential impact on portfolios. Conduct and review ongoing analysis and research on financial markets, securities and investment products in various asset classes and markets. Develop investment strategies/models and provide investment solutions. Co-lead the group's global equity process. Key member and contributor to the Fixed Income Research Group, the Economic Research Group, the Asset Allocation Committee and the Alternative Research Group.

avp-investments

trust point inc.

2012-9 - 2013-8 · 1 yr

Responsible for the management and administration of the Investment Department which oversees over $2.6B in assets under management with clients in over 38 states. This includes day-to-day management decisions as well as long-term strategic planning and implementation. Also involves mentoring, coaching and leading investment staff. Conduct ongoing review of the macro-economic environment, financial markets and investment opportunities to develop investment strategies and formulate house views. Monitor and review the due diligence process on managers and recommend changes to the firm’s model portfolios. Report his conclusions to the Investment Commitee and ensures proper dissemination of the information to clients and centers of influence.

vp-investments at trust point inc

trust point inc.

2013-8 - Present · 13 yrs 2 mos

Responsible for the management and administration of the Investment Department which oversees over $3.2B in assets under management with clients in over 38 states. This includes day-to-day management decisions as well as long-term strategic planning and implementation. Also involves mentoring, coaching and leading investment staff. Conduct ongoing review of the macro-economic environment, financial markets and investment opportunities to develop investment strategies and formulate house views. Monitor and review the due diligence process on managers and recommend changes to the firm’s model portfolios. Report his conclusions to the Investment Commitee and ensures proper dissemination of the information to clients and centers of influence.