Annette Serrao
Portfolio Manager-Fixed Income chez Sun Life Capital Management (US) LLC
Profil
Ms. Annette Serrao, CFA MBA, is a Managing Director & Portfolio Manager at Sun Life Capital Management (US) LLC.
She joined SLC Management in July 2010 and is a Portfolio Manager focusing on Long Credit and LDI strategies.
She is primarily responsible for the portfolio construction process, credit analysis and trading within these strategies.
Prior to 2020, She was a Credit Analyst supporting the portfolio management team.
She also served as Portfolio Strategist, where her primary responsibilities included conducting asset liability analysis and providing asset portfolio details to clients and consultants.
She previously served as an Associate for two years at Tata Consultancy Services, India, Banking, Financial Services and Insurance sector (BFSI), leading data warehousing projects related to credit cards, mortgages, personal loans and auto loans across different geographies.
She earned her M.B.A.
in Finance from Pace University’s Lubin School of Business and a Bachelor of Engineering in Computer Engineering from Mumbai University, India.
She is a CFA Charterholder and a member of the New York CFA society.
Postes actifs de Annette Serrao
| Sociétés | Poste | Début |
|---|---|---|
Sun Life Capital Management (US) LLC
 Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Portfolio Manager-Fixed Income | 31/12/2019 |
Anciens postes connus de Annette Serrao
| Sociétés | Poste | Fin |
|---|---|---|
| TATA CONSULTANCY SERVICES LTD. | Corporate Officer/Principal | - |
Ryan Labs Asset Management, Inc.
 Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Directeur de Recherche - Fxd Inc | - |
Formation de Annette Serrao
| Pace University | Masters Business Admin |
| University of Mumbai | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| TATA CONSULTANCY SERVICES LTD. | Technology Services |
| Entreprise privées | 2 |
|---|---|
Ryan Labs Asset Management, Inc.
Ryan Labs Asset Management, Inc. Investment ManagersFinance Founded in 1988 by F. Harlan Batrus, Ryan Labs Asset Management, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Sun Life Financial, Inc. (NYSE: SLF). Ryan Labs is also known as Ryan Labs Asset Management. The firm offers actively-managed investment grade fixed-income separate accounts to institutional investors. | Finance |
Sun Life Capital Management (US) LLC
Sun Life Capital Management (US) LLC Investment ManagersFinance Sun Life Capital Management (US) LLC (do-business-as SLC Management) is a SEC-registered investment adviser headquartered in Wellesley Hills, Massachusetts. Founded in 1997, the firm is a subsidiary of Sun Life Investment Management US, Inc., ultimately owned by Sun Life Financial, Inc. (Sun Life Financial) (NYSE, TSE: SLF) in Canada. SLC Management provides investment advisory services to a variety of affiliated and unaffiliated global institutional clients. | Finance |
