Edward Lupo
- Role
- Alternative Investments Product Management at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Alternative Investments Product Management
Jan 2020 — Present
Review hedge fund offering documents to evaluate and collect fund specific terms and policies. • Prepare and coordinate product development activities to support product launches, terminations and liquidations. • Partner with third-party investment managers to support fund documentation and product activities. • Support hedge fund intranet pages with product details, offering documents, redemption forms and collective terms guide. • Jointly organize hedge fund annual review process working with research, compliance and Operational Due Diligence. • Supervise hedge fund board of director meeting requests with partnering functional groups for aggregating deliverables.
Education
State University of New York at Oswego
BS Business Administration, Concentration in Finance, Minor in Economics
Skills
- Derivatives
- Investment Strategies
- Wealth Management
- Alternative Investments
- Investments
- Leadership
- Strategy
- Financial Services
- Asset Allocation
- Portfolio Management
- Financial Markets
- Capital Markets
- Mutual Funds
- Financial Modeling
- Hedge Funds
- Bloomberg
- Management
- Fixed Income
- Investment Management
- Securities
- Project Management
- Strategic Planning
- Asset Management
- Quantitative Analytics
- Asset Managment
- Equities
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