Alex Osborne

Location New York
Bio

Painter based in nyc

Actor Visual Artist Entrepreneur
Projects
2 Projects

Work History

Vice President & Portfolio Manager, Sales and Strategy
Caldwell Investment Management Ltd.
Jun 2017 - Present
Toronto, Canada Area
With Caldwell Investment Management, I am responsible for a variety of key initiatives, including but not limited to, Advisory sales and distribution, business development and relationship management, marketing and strategy and product development. In addition, I oversee the asset allocation and investment strategy decisions for a select group of clients we closely collaborate with. I am responsible for the origination and development of customized managed product portfolio solutions and models for both the retail and institutional distribution channel.
Associate, Investment Manager Research
TD Asset Management
Jan 2016 - Jun 2017
Toronto, Canada Area
I was part of a broader team responsible for the Investment Manager Research function within TD Asset Management Investment Risk group. My primary responsibility was to serve as the primary relationship manager for the over $20 billion-dollar sub-advisory relationship within the TD Asset Management mutual fund lineup. This included working with over 10 different external managers and 30 unique mandates. In this capacity, I was accountable for the monitoring and understanding of the performance, attribution, exposures, risk profile and asset allocation/positioning of the sub-advised mandates for TD Mutual Funds and TD Private Funds. From a broader perspective, our team helped to build, maintain and enhance the investment product oversight that was available across the TD Wealth network. These investment products include third-party mutual funds, separately managed accounts, ETFs, alternatives and sub-advisory relationships. Additionally, our team was sought out to provide guidance and insight on investment managers and strategies within the TD Mutual Fund universe. This included: • Conducting client portfolio reviews, product positioning, selection and asset allocation, for high net worth, multi-million dollar portfolios held by various clients within different TD Wealth channels; • Providing investment guidance and knowledge to our broker/dealer (wholesalers), private investment counsel and investment advisors to help facilitate and drive sales; • The production and dissemination of market research and competitive intelligence to internal executives regarding key competitors operating within various asset classes; • Assisted in the investment selections and recommendations for the TD Wealth Risk Priority Portfolios; a set of paper-based guided portfolios invested primarily in a selection of equity, fixed income, mutual funds, ETFs, alternative investments and OM products.
Senior Analyst, Risk Management and Investment Manager Research at TD Asset Management
TD Asset Management
Mar 2014 - Dec 2015
Toronto, Canada Area
Analyst, U.S. Managed Investments
TD Asset Management
Mar 2012 - Mar 2014
Toronto, Canada Area
Played an active role in the development and design of the multibillion dollar TD Private Client Wealth platform (TDPCW); TD Bank’s platform in the U.S. targeted towards high net worth individuals. This involved the selection of top investment manager candidates throughout a number of different investment strategi ... See more
Product Analyst, TD Asset Management
TD Asset Management
Nov 2009 - Mar 2012
Toronto, Canada Area
Senior Account Manager
HSBC
Mar 2009 - Nov 2009
Toronto, Canada Area
Developed strategies for managing and growing a diverse, $30+ million-dollar portfolio comprised of international clients.
Financial Advisor, TD Canada Trust
TD Bank Group
Jun 2008 - Mar 2009
Toronto, Canada Area
Financial Services Representative
TD Bank Group
Sep 2006 - Jun 2008
Windsor, Ontario
Customer Services Representative
TD Bank Group
Mar 2006 - Sep 2006
Windsor, Ontario

Education

Odette School of Business - Honours Business Administration
University of Windsor
2006

Skills