Robert J. Murphy

About Robert J. Murphy

Highlights:1. After starting my career with more than a decade serving as a fixed income/credit investment banker, I bring over 18 years of asset management experience (as Chief or Lead Investment Officer) with hands on responsibility for investment/allocation decisions, portfolio construction, risk measurement and management, operating leadership, data visualization and reporting, all phases of investment and manager research, and quantitative and qualitative analyses across most global asset classes. Signature strengths and competencies include:• Team Leadership, Management and Mentoring• Capital Markets• Total Portfolio Approach• Traditional & Alternative Investment Strategies• Total Portfolio (Top/Down) and Position (Bottom/Up) Management• Rebalancing, Cash & Liquidity Management• Investment & Manager Research• Lead Quantitative Analyst• Qualitative Analyses• Institutional Portfolio Construction (Mandate Driven)• Total Risk Management/Measurement• Investment Structures – Public & Private• Negotiated and closed 76 public & private debt transactions2. Throughout my career, I have gained extensive experience integrating front, middle and back office processes, resources and systems.3. I provide expert advice and deliverables to Private Equity, Private Debt, Hedge Fund, global banking, investment management & asset owner firms on system/solution design, automated workflows, end-to-end integration, and testing; and/or investment processes; performance, portfolio, risk & cash management; and other services or projects.4. I became a leader through a “leading by example” demeanor, a strong teamwork orientation and finding that primary job satisfaction for me includes creating a diverse, inclusive business culture that provides equal opportunity, freedom from discrimination and harassment, and a sense of belonging for all; including mentoring team members across all business functions; and,5. All of my experience and accomplishments have been within the context of the associated investment mandates, fiduciary duty and unwavering compliance with the CFA Code of Ethics and Standards of Practice, while continuing to participate in Continuing Education and volunteering to support the CFA and CAIA organizations.Representative Computer Software Experience:Microsoft 365, Google Workspace, STT Alpha-Cash Services, InvestCloud, NT FOS-Parilux, Confluence, Jira, AlternativeSoft, Backstop, PerTrac, FactSet, FinAnalytica, RiskMetrics, FundInsight, LaPorte AA System, GS-Ayco RoadMap, FJ & Co. – MUNEX, FMS Micro-Muni Bond Packages, Bloomberg

Experience

1. Industry Specialist

   Third Bridge Group

   Mar 2016 — Present

   Provide ad hoc consulting services for Third Bridge—a research company that provides private equity firms, hedge funds, and strategy consultants with information to understand the value of their investment opportunities; consulting services have included: investment process, research and systems development, due diligence and risk management, investment allocation and portfolio construction education and insights, and appropriate product and legal structures for private equity, hedge funds, mutual funds, and institutional separate accounts.

Education

• University at Albany

  BA, Psychology; Mathematics

• University at Albany

  MBA, Finance; Management Information Systems