Conor Brady
Hong Kong
Summary
I began my career as a junior analysist at Bank of America in Belfast, Northern Ireland. I developed a foundation of analytical and financial skills. Developing market analysis and financial markets. Constantly exceeding targets, I was approached with the opportunity to move into a senior role beginning my client management portfolio career. My track record had surpassed what was expected and the opportunity had arisen to move to bank of America in Hong Kong. This furthered my understanding of financial markets across Europe and Asia. Helping clients expand new markets providing in depth analysis and proposing a variety of investment strategies.
Overview
14
14
years of professional experience
Work History
Senior Portfolio Manager
BPC Asset Management
01.2022 - Current
- Client Advocacy & Asset Growth: Acting as a trusted advisor for a complex book of high-net-worth and institutional clients, designing tailored portfolio structures and ensuring seamless trade execution across international markets.
- Regional Expertise: Serve as the lead specialist for US and Asian equities, integrating deep-dive fundamental research with technical indicators to capitalize on emerging market trends and niche opportunities.
- Fiscal Performance: Proven track record of driving bottom-line growth, consistently beating revenue benchmarks by 22% through a combination of tactical market timing and active client retention.
- Systematic Generation: Developed a suite of custom trading models that effectively mitigated downside risk, delivering a performance boost during high-volatility cycles.
- Capacity Building: Beyond individual performance, I’ve institutionalized my expertise by training next-generation traders, standardizing risk management protocols and boosting the collective analytical output.
Senior Portfolio Manager
Bank of America
Belfast
01.2015 - 01.2022
- Portfolio Management: Oversee and optimize a diverse portfolio of equity, fixed-income, and derivative assets, consistently outperforming the S&P 500.
- Team Leadership: Lead and mentor a team of 5 junior brokers, conducting daily market briefings and reviewing trade strategies to ensure alignment client objectives.
- Strategic Advisory: Cultivate long-term relationships with 130+ HNW clients, providing bespoke investment strategies based on deep-dive fundamental and technical analysis of global markets.
- Execution Excellence: Execute high-volume trades in fast-paced environments, utilizing a variety of technologies and software for optimal entry and exit points.
- Business Development: Spearheaded a client acquisition initiative that grew the branch’s Assets Under Management (AUM).
- Compliance Oversight: Ensure 100% adherence to FINRA and SEC regulations, maintaining a flawless record of internal audits and regulatory filings.
- Risk Mitigation: Developed and implemented a proprietary risk-assessment framework that reduced portfolio drawdown.
Junior Stockbroker
Bank of America
Belfast
01.2012 - 01.2015
- Prospecting: Made daily cold calls and sent emails to find and qualify potential new investors.
- Trading Assistance: Helped enter and track buy/sell orders for stocks and bonds to ensure they were completed correctly.
- Research: Looked up financial news, stock prices, and company reports to help the team make investment decisions.
- Client Support: Answered client questions about their accounts, processed paperwork, and updated contact information.
- Reporting: Prepared simple spreadsheets and documents showing how client portfolios were performing.
- Compliance: Followed all company rules and financial regulations to ensure trades were legal and ethical.
Education
Bachelor and masters - economics
01.2011
Skills
- Financial Market Knowledge
- Analytical Thinking
- Communication
- Stress Management
- Quantitative Math
- Attention to Detail
- Trading Terminals
- Market Analysis Tools
Websites
- https://www.hubbis.com/article/are-independent-wealth-managers-in-singapore-truly-delivering-better-outcomes-from-portfolio-construction-to-integrated-advice-in-a-scaling-market
- https://www.mercer.com/en-sg/insights/investments/portfolio-strategies/private-markets-why-now-is-the-time-for-asian-investors-to-allocate/
- https://www.hubbis.com/article/asia-s-private-clients-and-the-return-of-hedge-funds-in-an-uncertain-world
Platforms
Industry-standard platforms like Bloomberg Terminal or FactSet for real-time data, news, and financial analytics., Technical charting software (like MetaTrader or TradingView) to study price patterns and trends.
Timeline
Senior Portfolio Manager - BPC Asset Management
01.2022 - Current
Senior Portfolio Manager - Bank of America
01.2015 - 01.2022
Junior Stockbroker - Bank of America
01.2012 - 01.2015
Queens university Belfast - Bachelor and masters, economics