SBSteven Bruce-Miller
@stevenbrucemiller
Established CFA Charterholder with expertise in financial analysis and consulting.
United StatesWhat I'm looking for
I am an established CFA Charterholder with over 20 years of experience in financial analysis and client management. My career has been dedicated to managing institutional and individual clients, where I have developed a strong passion for financial markets and sustainable investing. My ability to build relationships and establish credibility with senior leaders has been a cornerstone of my professional journey.
Throughout my tenure at Morgan Stanley, I made significant contributions, including creating a comprehensive manager due diligence questionnaire that evaluated over 90 investment vehicles. My efforts attracted over $0.7 billion in institutional client assets and earned me a place in Morgan Stanley’s Pacesetters Club for outstanding performance. I have also restructured departments to enhance efficiency and profitability, demonstrating my commitment to continuous improvement and excellence in service delivery.
Experience
Work history, roles, and key accomplishments
Investment Consultant
Self Employed
Jan 2024 - Present (1 year 4 months)
As an Investment Consultant, I review portfolio and relationship management systems for clients, ensuring compliance with investment policy limits, trading restrictions, and regulatory reporting requirements.
MSVice President - Global Investment Office
Morgan Stanley
Jan 2022 - Jan 2023 (1 year)
As an International Equity Analyst, I conducted due diligence on international investment managers and monitored financial market events to assess their impact on investment products.
MSInternational Client Advisor
Morgan Stanley
Jan 2013 - Jan 2017 (4 years)
Drove sales of equity, fixed income, and alternative investment products for a diverse clientele, managing accounts and optimizing asset allocation strategies.
JLInvestment Consultant
Jamaica Money Market Brokers Limited
Jan 1999 - Apr 2007 (8 years 3 months)
Led the establishment of Investment Divisions for JMMB's subsidiaries, creating trading teams and developing investment portfolios based on risk management and return objectives.
Education
Degrees, certifications, and relevant coursework
RURutgers University
MBA, Business Administration
Completed an MBA in the Executive Program, focusing on advanced business management and leadership skills.
UIUniversity of the West Indies
B.Sc., Management Studies
Grade: Honors
Earned a Bachelor of Science in Management Studies with Honors, emphasizing management principles and practices.
Availability
Location
United StatesAuthorized to work in
Job categories
Skills
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